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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
AIP
476
ARS Investment Partners
New York
$1.93M -$16.1K -325 -0.8%
MWM
477
Marietta Wealth Management
Georgia
$1.93M +$400K +8,086 +26%
LFAS
478
Level Four Advisory Services
Texas
$1.93M +$288K +5,821 +18%
PCM
479
Parsons Capital Management
Rhode Island
$1.92M -$9.49K -192 -0.5%
BKA
480
Brick & Kyle Associates
Pennsylvania
$1.91M -$9.34K -189 -0.5%
FG
481
Fiduciary Group
Georgia
$1.9M -$148K -2,998 -7%
APFBOT
482
Amica Pension Fund Board of Trustees
Rhode Island
$1.89M
TCOV
483
Trust Company of Vermont
Vermont
$1.89M +$2.72K +55 +0.1%
BG
484
Bahl & Gaynor
Ohio
$1.88M -$645K -13,055 -26%
Balyasny Asset Management
485
Balyasny Asset Management
Illinois
$1.88M +$511K +10,340 +38%
MMPW
486
Mitchell McLeod Pugh & Williams
Alabama
$1.87M +$4.99K +101 +0.3%
UBG
487
United Bank (Georgia)
Georgia
$1.87M +$49K +992 +3%
SS
488
Simplicity Solutions
Minnesota
$1.87M +$417K +8,430 +29%
FP
489
FDO Partners
Massachusetts
$1.85M +$1.6M +32,342 +656%
SSA
490
Schonfeld Strategic Advisors
New York
$1.85M +$1.84M +37,249 New
GIA
491
GHP Investment Advisors
Colorado
$1.83M +$102K +2,067 +6%
MJRIC
492
Mogy Joel R Investment Counsel
California
$1.81M -$168K -3,400 -9%
HWA
493
Heritage Way Advisors
Illinois
$1.81M +$114K +2,300 +7%
OC
494
Oakworth Capital
Alabama
$1.8M +$177K +3,579 +11%
JWM
495
Jackson Wealth Management
Florida
$1.79M +$95K +1,923 +6%
FCCM
496
First City Capital Management
Georgia
$1.76M -$60.5K -1,225 -3%
HCM
497
Hall Capital Management
Rhode Island
$1.74M -$238K -4,826 -12%
AL
498
Airain Ltd
Guernsey
$1.73M +$1.72M +34,766 New
WC
499
Woodstock Corp
Massachusetts
$1.73M -$1.24K -25 -0.1%
SPIA
500
Steward Partners Investment Advisory
New York
$1.72M +$735K +14,872 +76%