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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
FM
801
Foster & Motley
Ohio
$464K -$143K -2,891 -24%
KFC
802
Klingenstein Fields & Co
New York
$462K +$17.8K +361 +4%
UF
803
Univest Financial
Pennsylvania
$462K +$20K +404 +5%
PIM
804
Penobscot Investment Management
Massachusetts
$461K -$43.5K -880 -9%
HWM
805
Holloway Wealth Management
Florida
$458K
TSW
806
Thompson Siegel & Walmsley
Virginia
$456K -$33.4K -675 -7%
AHB
807
Abner Herrman & Brock
New Jersey
$455K -$12.4K -251 -3%
YIA
808
YHB Investment Advisors
Connecticut
$454K +$30.7K +621 +7%
MIM
809
Marco Investment Management
Georgia
$453K -$56.8K -1,150 -11%
BMC
810
Benin Management Corp
Connecticut
$453K
CK
811
Cohen Klingenstein
New York
$448K
FWM
812
Focused Wealth Management
New York
$446K +$18.1K +366 +4%
CB
813
Community Bank
New York
$439K -$4.94K -100 -1%
Members Trust
814
Members Trust
Florida
$438K +$434K +8,788 New
MMG
815
Monetary Management Group
Missouri
$437K -$24.7K -500 -5%
AAM
816
Autus Asset Management
Arizona
$435K -$9.88K -200 -2%
BWL
817
Bogart Wealth LLC
Virginia
$434K +$92.2K +1,866 +27%
IAMOG
818
Investors Asset Management of Georgia
Georgia
$430K
MFW
819
Mosaic Family Wealth
Missouri
$428K +$5.29K +107 +1%
BRWA
820
B. Riley Wealth Advisors
Florida
$425K -$72.3K -1,463 -15%
MWAC
821
Mariner Wealth Advisors (Cincinnati)
Ohio
$425K -$5.88K -119 -1%
HTC
822
Haverford Trust Company
Pennsylvania
$425K -$2.37K -48 -0.6%
FFBTD
823
First Financial Bank - Trust Division
Ohio
$424K -$12.4K -250 -3%
BWP
824
Baldwin Wealth Partners
Massachusetts
$423K -$33.2K -672 -7%
MAA
825
Mraz Amerine & Associates
California
$422K