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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
FHA
701
First Horizon Advisors
Tennessee
$704K -$103K -2,090 -13%
BC
702
Burney Company
Virginia
$701K +$20.8K +421 +3%
FTC
703
Farmers Trust Company
Ohio
$699K -$295K -5,968 -30%
BA
704
Boston Advisors
Massachusetts
$694K -$103K -2,091 -13%
RMA
705
Roffman Miller Associates
Pennsylvania
$694K -$56.5K -1,143 -8%
Mirae Asset Global Investments
706
Mirae Asset Global Investments
South Korea
$686K +$135K +2,729 +25%
AL
707
Aspiriant LLC
California
$682K -$108K -2,187 -14%
ADBIC
708
A.D. Beadell Investment Counsel
Wisconsin
$680K
CS
709
Comerica Securities
Michigan
$677K +$62.4K +1,263 +10%
MAM
710
Mastrapasqua Asset Management
Tennessee
$670K +$149K +3,015 +29%
CSIC
711
Clifford Swan Investment Counsel
California
$663K +$80.5K +1,628 +14%
BBA
712
BLB&B Advisors
Pennsylvania
$657K +$14.8K +300 +2%
MF
713
Magnetar Financial
Illinois
$656K +$651K +13,169 New
HI
714
Horizon Investments
North Carolina
$653K +$62.1K +1,257 +11%
GLA
715
Good Life Advisors
Pennsylvania
$650K +$43.7K +884 +7%
CM
716
Cornerstone Management
Georgia
$647K +$5.39K +109 +0.8%
FDS
717
First Dallas Securities
Texas
$640K -$13K -264 -2%
LNWWM
718
Laird Norton Wetherby Wealth Management
California
$638K +$28.8K +582 +5%
ANI
719
American National Insurance
Texas
$636K
CCP
720
Clarkston Capital Partners
Michigan
$626K
MCMT
721
Moon Capital Management (Tennessee)
Tennessee
$626K
SMC
722
Smith, Moore & Co
Missouri
$623K -$9.54K -193 -2%
PFS
723
Physicians Financial Services
North Carolina
$620K -$37.6K -760 -6%
FIM
724
Frontier Investment Management
Texas
$618K +$278K +5,619 +81%
BI
725
Boulegeris Investments
Georgia
$613K +$47.7K +965 +9%