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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
CIM
726
Cetera Investment Management
California
$610K -$293K -5,928 -33%
BMO
727
Beck Mack & Oliver
New York
$608K
SBH
728
Segall Bryant & Hamill
Illinois
$603K -$149K -3,018 -20%
PP
729
Patten & Patten
Tennessee
$600K +$244K +4,930 +69%
MCM
730
McMillion Capital Management
North Carolina
$597K -$4.94K -100 -0.8%
RP
731
Rowlandmiller & Partners
Georgia
$592K +$1.09K +22 +0.2%
PJSIMP
732
P.J. Schmidt Investment Management (PJS)
Wisconsin
$590K
FC
733
Forte Capital
New York
$587K +$32.4K +655 +6%
AOWM
734
Alpha Omega Wealth Management
Virginia
$585K -$12.4K -250 -2%
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$585K -$4.79K -97 -0.8%
SCCM
736
Schafer Cullen Capital Management
New York
$583K -$153K -3,100 -21%
PAG
737
Pinnacle Advisory Group
Maryland
$583K +$223K +4,518 +63%
SSWM
738
Sheets Smith Wealth Management
North Carolina
$580K +$6.33K +128 +1%
BAC
739
Boys Arnold & Co
North Carolina
$580K +$30K +608 +6%
DCM
740
Donaldson Capital Management
Indiana
$579K +$18.5K +375 +3%
BTIS
741
BB&T Investment Services
North Carolina
$579K +$206K +4,178 +56%
BBNB
742
Baker Boyer National Bank
Washington
$573K
SBSB
743
Sullivan, Bruyette, Speros & Blaney
Virginia
$572K -$36.4K -736 -6%
LCM
744
Landscape Capital Management
New Jersey
$572K
SCM
745
Shelton Capital Management
Colorado
$569K +$57K +1,154 +11%
CIM
746
CIM Investment Management
Pennsylvania
$567K -$56.3K -1,139 -9%
BTNA
747
Bremer Trust National Association
Minnesota
$567K -$25.8K -523 -4%
FI
748
FormulaFolio Investments
Michigan
$564K +$43.6K +882 +8%
LOAME
749
Lombard Odier Asset Management (Europe)
United Kingdom
$562K -$79.9K -1,616 -13%
GSBTD
750
Glenview State Bank Trust Department
Illinois
$555K