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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
BFEC
626
Benjamin F. Edwards & Company
Missouri
$945K +$40.1K +812 +4%
DZ Bank
627
DZ Bank
Germany
$941K +$65.2K +1,320 +8%
EWM
628
Evercore Wealth Management
New York
$932K -$18.9K -382 -2%
ACS
629
Archford Capital Strategies
Illinois
$926K -$98.3K -1,990 -10%
ACP
630
Aviance Capital Partners
Florida
$923K -$219K -4,423 -19%
NIT
631
NumerixS Investment Technologies
British Columbia, Canada
$921K +$914K +18,500 New
CA
632
CapWealth Advisors
Tennessee
$916K -$83.2K -1,683 -8%
OWD
633
Osborn Williams & Donohoe
Ohio
$903K -$4.94K -100 -0.5%
NIPH
634
NN Investment Partners Holdings
Netherlands
$902K -$866K -17,523 -49%
Mackenzie Financial
635
Mackenzie Financial
Ontario, Canada
$901K +$13.8K +279 +2%
SA
636
SRH Advisors
Kansas
$894K +$17.6K +356 +2%
CIBC Private Wealth Group
637
CIBC Private Wealth Group
Georgia
$893K -$316K -6,395 -26%
EHWM
638
Eads & Heald Wealth Management
Georgia
$893K -$69.8K -1,413 -7%
PAM
639
Princeton Alpha Management
New Jersey
$893K +$259K +5,243 +41%
OIA
640
Optimum Investment Advisors
Illinois
$891K +$27.1K +549 +3%
FIM
641
Freedom Investment Management
Connecticut
$891K +$95.4K +1,931 +12%
CA
642
Continuum Advisory
Idaho
$886K +$880K +17,806 New
FNBT
643
FineMark National Bank & Trust
Florida
$879K +$14.9K +301 +2%
BFA
644
Benedict Financial Advisors
Georgia
$876K -$6.28K -127 -0.7%
PTC
645
Private Trust Company
Ohio
$866K -$297 -6 -0%
AF
646
Aldebaran Financial
$863K -$29.7K -600 -3%
Cetera Investment Advisers
647
Cetera Investment Advisers
Illinois
$863K +$145K +2,927 +20%
MLIC
648
Mandatum Life Insurance Company
Finland
$862K -$60.1K -1,216 -7%
OAM
649
Oppenheimer Asset Management
New York
$862K +$856K +17,326 New
BCP
650
Berkeley Capital Partners
Georgia
$854K -$497K -10,057 -37%