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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
SGCA
601
Steel Grove Capital Advisors
Tennessee
$1.02M +$404K +8,170 +66%
AA
602
Ancora Advisors
Ohio
$1.02M -$22.2K -450 -2%
GBT
603
Grove Bank & Trust
Florida
$1.02M -$135K -2,724 -12%
IIM
604
Ipswich Investment Management
Massachusetts
$1.02M +$4.94K +100 +0.5%
BVDMP
605
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M
AWA
606
ARS Wealth Advisors
Florida
$1.01M -$29.1K -589 -3%
SAM
607
SignalPoint Asset Management
Missouri
$1.01M +$24.1K +487 +2%
BHWM
608
Bar Harbor Wealth Management
New Hampshire
$1M -$56.6K -1,145 -5%
BFC
609
Blue Fin Capital
Rhode Island
$1M -$27.2K -550 -3%
SFA
610
Stewardship Financial Advisors
Georgia
$1M -$1.63K -33 -0.2%
QAM
611
Quantres Asset Management
Cayman Islands
$1M +$993K +20,100 New
AC
612
Abbrea Capital
California
$999K +$138K +2,800 +16%
II
613
IFM Investors
Australia
$985K +$385K +7,781 +65%
Mariner
614
Mariner
Kansas
$979K +$236K +4,779 +32%
LIA
615
LBMC Investment Advisors
Tennessee
$977K -$3.02K -61 -0.3%
NC
616
NewSquare Capital
Pennsylvania
$975K +$153K +3,089 +19%
VanEck Associates
617
VanEck Associates
New York
$970K +$156K +3,158 +19%
CP
618
Camelot Portfolios
Ohio
$963K +$6.47K +131 +0.7%
IWMPD
619
Integrated Wealth Management (Palm Desert)
California
$960K +$11.4K +230 +1%
AT
620
Argent Trust
Texas
$960K +$43K +871 +5%
DG
621
Davidson & Garrard
Virginia
$955K -$37.1K -750 -4%
ST
622
Somerset Trust
Pennsylvania
$955K +$17.5K +354 +2%
KA
623
Kovack Advisors
Florida
$949K +$90.9K +1,840 +11%
FT
624
Fiduciary Trust
Massachusetts
$947K +$28.6K +578 +3%
CCM
625
Cohen Capital Management
California
$946K