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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
FHA
851
Flagship Harbor Advisors
Massachusetts
$386K -$4.64K -94 -1%
DAS
852
Dynamic Advisor Solutions
Arizona
$385K -$13.6K -276 -3%
MSAM
853
Moloney Securities Asset Management
Missouri
$384K -$18.9K -382 -5%
MBT
854
Montecito Bank & Trust
California
$384K -$1.93K -39 -0.5%
SCI
855
Stableford Capital II
Arizona
$383K +$381K +7,703 New
CICI
856
Capital Investment Counsel Inc
North Carolina
$381K +$14.8K +300 +4%
SAM
857
Silvercrest Asset Management
New York
$379K +$544 +11 +0.1%
AB
858
Atlas Brown
Kentucky
$379K +$67.6K +1,368 +22%
Fisher Asset Management
859
Fisher Asset Management
Washington
$378K -$18.9K -383 -5%
HCMNY
860
Howard Capital Management (New York)
New York
$378K +$3.9K +79 +1%
CBN
861
Cadence Bank NA
Texas
$376K -$148 -3 -0%
BWM
862
BerganKDV Wealth Management
Minnesota
$375K -$150K -3,033 -29%
CTA
863
Colonial Trust Advisors
South Carolina
$375K +$140K +2,828 +60%
ISL
864
Ingalls & Snyder LLC
New York
$374K
MCM
865
Maple Capital Management
Vermont
$374K +$4.94K +100 +1%
GWM
866
GSB Wealth Management
Connecticut
$372K
SL
867
Summitry LLC
California
$371K
SDIC
868
South Dakota Investment Council
South Dakota
$369K
TG
869
TLP Group
Illinois
$368K +$366K +7,400 New
PB
870
Pinnacle Bancorp
Nebraska
$360K +$357K +7,231 New
FNBTCON
871
First National Bank & Trust Co of Newtown
Pennsylvania
$357K -$88.7K -1,794 -20%
KFP
872
Keystone Financial Planning
Ohio
$357K
GAM
873
Gotham Asset Management
New York
$355K +$352K +7,130 New
WSFS
874
Wilmington Savings Fund Society
Delaware
$354K -$10.7K -217 -3%
MC
875
Middleton & Co
Massachusetts
$354K -$7.41K -150 -2%