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Southern Company

1,193 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 435 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

55% more call options, than puts

Call options by funds: $246M | Put options by funds: $158M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 435

2% more funds holding

Funds holding: 1,1721,193 (+21)

1.18% more ownership

Funds ownership: 53.55%54.73% (+1.2%)

4% more capital invested

Capital invested by funds: $25.8B → $27B (+$1.16B)

Holders
1,193
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
435
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
426
Liberty Mutual Group Asset Management
Massachusetts
$2.47M -$900K -18,216 -27%
TF
427
Tompkins Financial
New York
$2.46M +$8.99K +182 +0.4%
WSTAM
428
Wilbanks Smith & Thomas Asset Management
Virginia
$2.45M -$67K -1,355 -3%
HPC
429
HM Payson & Co
Maine
$2.43M -$273K -5,531 -10%
UB
430
UMB Bank
Missouri
$2.4M +$313K +6,338 +15%
AIL
431
AGF Investments LLC
Ontario, Canada
$2.39M +$182K +3,674 +8%
SWP
432
Stratos Wealth Partners
Ohio
$2.38M +$388K +7,843 +20%
MBTD
433
Mechanics Bank - Trust Department
California
$2.37M -$257K -5,204 -10%
MM
434
Midas Management
New York
$2.37M
CBTWT
435
Community Bank & Trust (Waco, Texas)
Texas
$2.37M +$10K +203 +0.4%
TFA
436
Transamerica Financial Advisors
Florida
$2.36M -$4.6K -93 -0.2%
MCM
437
Maryland Capital Management
Maryland
$2.34M +$68.4K +1,385 +3%
SBIA
438
Sheaff Brock Investment Advisors
Indiana
$2.32M -$8.15K -165 -0.4%
CG
439
Clinton Group
New York
$2.32M +$2.3M +46,536 New
S
440
SignatureFD
Georgia
$2.31M +$35K +708 +2%
SFG
441
SNS Financial Group
Minnesota
$2.3M -$1.08M -21,926 -32%
IH
442
IFC Holdings
Florida
$2.29M +$55.4K +1,121 +2%
ASN
443
Advisory Services Network
Georgia
$2.29M +$2.28M +46,054 New
CCM
444
CrestPoint Capital Management
Missouri
$2.29M +$69.2K +1,400 +3%
BCP
445
Blue Chip Partners
Michigan
$2.28M -$41.1K -832 -2%
SFP
446
Shepherd Financial Partners
Massachusetts
$2.28M +$163K +3,304 +8%
SSWM
447
Smith Salley Wealth Management
North Carolina
$2.26M -$25.7K -521 -1%
NB
448
NBT Bank
New York
$2.24M -$52.8K -1,069 -2%
CP
449
Corbenic Partners
Pennsylvania
$2.23M -$65.6K -1,327 -3%
Wealth Enhancement Advisory Services
450
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$1.33M +26,986 +153%