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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
CCG
826
Chatham Capital Group
Georgia
$422K +$20.1K +407 +5%
HVIA
827
Hudson Valley Investment Advisors
New York
$421K -$11.4K -230 -3%
ST
828
Spinnaker Trust
Maine
$420K +$25.4K +514 +6%
TCOT
829
Trust Company of Toledo
Ohio
$418K -$99 -2 -0%
PA
830
Probity Advisors
Texas
$417K
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$415K +$31.8K +644 +8%
FWM
832
Frontier Wealth Management
Missouri
$414K -$10.3K -209 -2%
Lazard Asset Management
833
Lazard Asset Management
New York
$413K -$28.1M -569,061 -99%
OPCM
834
Osborne Partners Capital Management
California
$408K -$134K -2,704 -25%
NPF
835
Norris Perne & French
Michigan
$408K -$46.2K -935 -10%
DJSG
836
D.J. St. Germain
Massachusetts
$407K
AF
837
Allworth Financial
California
$407K +$593 +12 +0.1%
CIAS
838
Capital Investment Advisory Services
North Carolina
$406K +$93.9K +1,901 +30%
SBL
839
Sargent Bickham Lagudis
Colorado
$403K -$63.2K -1,278 -14%
IB
840
Intrust Bank
Kansas
$403K -$36.9K -747 -8%
IP
841
Isthmus Partners
Wisconsin
$401K
LBC
842
Lowe Brockenbrough & Co
Virginia
$400K -$18.9K -383 -5%
RIA
843
Regal Investment Advisors
Michigan
$398K +$1.43K +29 +0.4%
UR
844
USCA RIA
Texas
$398K +$395K +7,987 New
VCM
845
Violich Capital Management
California
$397K
ZCA
846
Zeke Capital Advisors
Pennsylvania
$397K +$80.3K +1,624 +26%
NL
847
NWAM LLC
Washington
$395K +$65.5K +1,325 +20%
SSB
848
Sandy Spring Bank
Maryland
$394K -$157K -3,172 -29%
BIM
849
Bridges Investment Management
Nebraska
$391K
GC
850
Grimes & Company
Massachusetts
$388K