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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
WI
751
WBI Investments
New Jersey
$555K +$551K +11,141 New
CG
752
CFO4Life Group
Texas
$555K +$551K +11,142 New
PAM
753
Palisade Asset Management
Minnesota
$551K +$29.7K +600 +6%
FCAG
754
First Capital Advisors Group
New Jersey
$550K +$65.2K +1,320 +14%
SI
755
SII Investments
Wisconsin
$548K +$18.2K +368 +3%
WTB
756
Washington Trust Bank
Washington
$547K +$338K +6,838 +165%
CT
757
Clearstead Trust
Maine
$546K +$175K +3,535 +48%
SIC
758
Salem Investment Counselors
North Carolina
$546K +$543K +10,980 New
CTA
759
Chesley Taft & Associates
Illinois
$545K +$34.6K +700 +7%
HSA
760
HBK Sorce Advisory
Pennsylvania
$542K -$264K -5,338 -33%
BIC
761
Bridges Investment Counsel
Nebraska
$533K -$112K -2,275 -18%
CC
762
Cadinha & Co
Hawaii
$533K
LP
763
LMR Partners
United Kingdom
$531K +$527K +10,664 New
LW
764
Linscomb Wealth
Texas
$527K +$29.2K +590 +6%
BCM
765
Bienville Capital Management
New York
$526K +$593 +12 +0.1%
SIG
766
Schaller Investment Group
North Carolina
$525K
BO
767
Bank OZK
Arkansas
$525K +$40.4K +818 +8%
TTWM
768
TCV Trust & Wealth Management
Virginia
$523K +$102K +2,061 +24%
SCM
769
Southport Capital Management
Tennessee
$523K +$290K +5,867 +126%
AP
770
AHL Partners
United Kingdom
$522K +$518K +10,489 New
GLA
771
Great Lakes Advisors
Illinois
$521K -$865K -17,510 -63%
PL
772
Perpetual Ltd
Australia
$521K +$513K +10,384 New
CWM
773
Concert Wealth Management
California
$518K -$27.3K -552 -5%
SW
774
SVB Wealth
Massachusetts
$515K
HFM
775
Hartford Financial Management
Connecticut
$513K +$741 +15 +0.1%