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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
SG
776
StoneX Group
New York
$511K -$8.45K -171 -2%
Teacher Retirement System of Texas
777
Teacher Retirement System of Texas
Texas
$510K
CPSAC
778
Chas P. Smith & Associates (CPS)
Florida
$510K +$27.6K +558 +6%
TCM
779
Texan Capital Management
Texas
$509K
AP
780
Appleton Partners
Massachusetts
$507K -$47.7K -965 -9%
Group One Trading
781
Group One Trading
Illinois
$506K +$502K +10,160 New
CCA
782
Checchi Capital Advisers
California
$505K -$28.2K -571 -5%
KL
783
Kinsight LLC
Alabama
$501K +$247 +5 +0%
WF
784
Welch & Forbes
Massachusetts
$500K -$21.3K -432 -4%
Lido Advisors
785
Lido Advisors
California
$497K -$183K -3,713 -27%
TA
786
Tiedemann Advisors
New York
$497K +$494K +9,988 New
CFD
787
Creative Financial Designs
Indiana
$493K +$155K +3,143 +46%
MHIC
788
Marble Harbor Investment Counsel
Massachusetts
$492K +$42K +850 +9%
BBHC
789
Brown Brothers Harriman & Co
New York
$490K +$40.4K +818 +9%
HHC
790
Hutchin Hill Capital
New York
$488K +$484K +9,800 New
QT
791
Quantbot Technologies
New York
$487K -$1.5M -30,362 -76%
MA
792
Montag & Associates
Georgia
$487K -$80.9K -1,638 -14%
CT
793
Cambridge Trust
Massachusetts
$485K +$43.1K +872 +10%
BTW
794
Boston Trust Walden
Massachusetts
$483K +$108K +2,195 +29%
ATC
795
Argent Trust Co
Tennessee
$482K -$74.4K -1,505 -13%
PPSG
796
Princeton Portfolio Strategies Group
New Jersey
$478K +$49 +1 +0%
LA
797
Lau Associates
Delaware
$474K +$75.1K +1,520 +19%
CAM
798
Congress Asset Management
Massachusetts
$472K +$13.6K +275 +3%
BT
799
Beacon Trust
New Jersey
$468K +$16.1K +325 +4%
BB
800
Busey Bank
Illinois
$466K -$24.7K -500 -5%