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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
VV
526
Verity & Verity
South Carolina
$1.56M +$109K +2,199 +8%
MCM
527
Murphy Capital Management
New Jersey
$1.56M -$41K -830 -3%
LPL Financial
528
LPL Financial
California
$1.53M +$99.8K +2,019 +7%
ANRIA
529
American National Registered Investment Advisor
Texas
$1.51M
Brown Advisory
530
Brown Advisory
Maryland
$1.51M -$10.2K -207 -0.7%
BL
531
BFSG LLC
California
$1.5M +$1.49M +30,215 New
LWAC
532
Laurel Wealth Advisors (California)
California
$1.5M +$12.4K +251 +0.8%
BA
533
Bennicas & Associates
California
$1.48M
CFA
534
Carroll Financial Associates
North Carolina
$1.48M -$23.8K -482 -2%
WA
535
Waverly Advisors
Alabama
$1.48M -$23.6K -477 -2%
SCM
536
Schnieders Capital Management
California
$1.48M +$12.4K +250 +0.8%
NI
537
Numeric Investors
Massachusetts
$1.46M -$252K -5,100 -15%
LNC
538
Lincoln National Corp
Pennsylvania
$1.46M +$8.8K +178 +0.6%
VKH
539
Virtu KCG Holdings
New York
$1.45M -$175K -3,535 -11%
NHC
540
Nicholas Hoffman & Company
Georgia
$1.45M +$21.4K +434 +2%
MNBTD
541
Moody National Bank Trust Division
Texas
$1.43M
DE
542
Day & Ennis
Georgia
$1.4M -$40.3K -815 -3%
NAM
543
NTV Asset Management
West Virginia
$1.4M +$15K +303 +1%
CNBT
544
Canandaigua National Bank & Trust
New York
$1.39M -$332K -6,720 -19%
W
545
Wealthfront
California
$1.38M +$240K +4,864 +21%
PFSC
546
Peoples Financial Services Corp
Pennsylvania
$1.36M +$84K +1,700 +7%
HH
547
Hilltop Holdings
Texas
$1.35M -$167K -3,374 -11%
SEC
548
Seven Eight Capital
New York
$1.35M +$1.35M +27,228 New
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33M -$244K -4,930 -16%
SAA
550
Southeast Asset Advisors
Georgia
$1.31M +$445 +9 +0%