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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$84.1M +$11.4M +231,483 +16%
CIM
52
Confluence Investment Management
Missouri
$83.7M +$7.37M +149,174 +10%
CS
53
Credit Suisse
Switzerland
$82.2M +$8.39M +169,695 +11%
Stifel Financial
54
Stifel Financial
Missouri
$81.5M +$4.01M +81,148 +5%
TA
55
Teachers Advisors
New York
$80.1M +$1.4M +28,250 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$79.6M +$595K +12,049 +0.8%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$78.5M -$1.15M -23,272 -1%
Asset Management One
58
Asset Management One
Japan
$78.3M -$4.17M -84,429 -5%
H
59
Hexavest
Quebec, Canada
$77.9M +$23.7M +479,553 +44%
AllianceBernstein
60
AllianceBernstein
Tennessee
$77.8M -$3.91M -79,162 -5%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$73.2M +$3.91M +79,067 +6%
Prudential Financial
62
Prudential Financial
New Jersey
$69.8M +$737K +14,910 +1%
Principal Financial Group
63
Principal Financial Group
Iowa
$69.6M +$1.48M +29,858 +2%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$68.3M +$37.6M +760,310 +124%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$66.7M +$47.3K +957 +0.1%
RFC
66
Regions Financial Corp
Alabama
$63M +$1.44M +29,152 +2%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$61.4M -$26.9M -543,614 -31%
CA
68
Cortland Advisers
Delaware
$60.1M +$17M +344,517 +40%
HAI
69
Hennessy Advisors Inc
California
$59M +$2.12M +42,850 +4%
GC
70
Guggenheim Capital
Illinois
$56.5M +$1.6M +32,291 +3%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$55.9M +$6.23M +126,039 +13%
MIS
72
Morningstar Investment Services
Illinois
$55.9M +$502K +10,160 +0.9%
CIC
73
Crawford Investment Counsel
Georgia
$54.5M +$6.99M +141,503 +15%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$53.5M +$47.7M +964,800 +876%
UBS Group
75
UBS Group
Switzerland
$52.6M -$1.83M -36,974 -3%