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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
ATC
676
Adirondack Trust Company
New York
$789K -$40.5K -820 -5%
WSC
677
Wellington Shields & Co
New York
$786K -$27.1K -549 -3%
HIMC
678
Heritage Investors Management Corp
Maryland
$783K -$10.9K -220 -1%
AP
679
Advisor Partners
California
$781K -$225K -4,559 -23%
Bessemer Group
680
Bessemer Group
New Jersey
$775K -$214K -4,324 -22%
SFA
681
Staton Financial Advisors
North Carolina
$775K +$23.2K +470 +3%
AT
682
Arden Trust
Delaware
$771K -$36.8K -744 -5%
HIC
683
Holderness Investments Company
North Carolina
$766K +$198K +4,007 +35%
SFWA
684
Summit Financial Wealth Advisors
Louisiana
$765K -$462K -9,352 -38%
LC
685
LCNB Corp
Ohio
$760K -$59.5K -1,205 -7%
RCAMU
686
Rothschild & Co Asset Management US
Connecticut
$752K -$120K -2,425 -14%
FNBOO
687
First National Bank of Omaha
Nebraska
$747K -$852K -17,250 -53%
EA
688
Edge Advisors
Georgia
$745K -$7.41K -150 -1%
GG
689
Gofen & Glossberg
Illinois
$744K
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$741K -$81.5K -1,649 -10%
AIP
691
Ahrens Investment Partners
Louisiana
$736K -$44.5K -900 -6%
LA
692
Lynch & Associates
Indiana
$736K -$16.1K -325 -2%
IRF
693
IBM Retirement Fund
New York
$735K -$3.81M -77,193 -87%
CFG
694
Citizens Financial Group
Rhode Island
$731K -$10.6K -215 -1%
WCM
695
Windward Capital Management
California
$726K +$173K +3,504 +32%
FNBOMD
696
First National Bank of Mount Dora
Florida
$716K -$19.1K -387 -3%
ACM
697
Argyle Capital Management
Pennsylvania
$715K
SC
698
Savant Capital
Illinois
$709K -$10.3K -209 -1%
PFC
699
Phocas Financial Corp
California
$705K -$4.89M -98,898 -87%
BC
700
Brinker Capital
Pennsylvania
$705K +$140K +2,843 +25%