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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
DAM
651
Delta Asset Management
Tennessee
$854K -$23.5K -475 -3%
CPA
652
Court Place Advisors
Maryland
$851K +$12.9K +262 +2%
TCM
653
Twin Capital Management
Pennsylvania
$847K -$449K -9,080 -35%
NSEDCP
654
NJ State Employees Deferred Compensation Plan
New Jersey
$846K
TSS
655
Two Sigma Securities
New York
$842K +$836K +16,913 New
PP
656
Palladium Partners
Virginia
$840K -$40.8K -825 -5%
MA
657
MUFG Americas
New York
$837K -$117K -2,368 -12%
DP
658
Dearborn Partners
Illinois
$834K +$2.47K +50 +0.3%
RBC
659
Ronald Blue & Co
Georgia
$832K +$18.3K +371 +2%
PHIMC
660
Private Harbour Investment Management & Counsel
Ohio
$827K -$77.8K -1,575 -9%
IEFM
661
IQ EQ Fund Management
Ireland
$826K
CSM
662
CAMG Solamere Management
North Carolina
$822K -$1.28K -26 -0.2%
SHCM
663
Stokes & Hubbell Capital Management
Louisiana
$822K +$1.68K +34 +0.2%
RCA
664
Rowland Carmichael Advisors
Arizona
$821K -$42.7K -865 -5%
KFA
665
Kays Financial Advisory
Georgia
$820K +$125K +2,534 +18%
RB
666
Rodgers Brothers
Pennsylvania
$818K +$7.41K +150 +0.9%
VC
667
Vicus Capital
Pennsylvania
$818K +$86.2K +1,745 +12%
TYCC
668
Texas Yale Capital Corp
Florida
$813K +$2.72K +55 +0.3%
APP
669
Avantax Planning Partners
Iowa
$809K -$13.3K -270 -2%
1IA
670
1834 Investment Advisors
Wisconsin
$804K -$64.3K -1,302 -7%
DSC
671
Duncker Streett & Co
Missouri
$803K +$58.4K +1,182 +8%
SC
672
Scotia Capital
Ontario, Canada
$802K -$73.9K -1,495 -8%
WA
673
WFG Advisors
Texas
$793K -$639K -12,921 -45%
SJIM
674
St. Johns Investment Management
Florida
$792K -$23.5K -475 -3%
CA
675
Cornerstone Advisors
North Carolina
$792K