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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
AWA
876
Arete Wealth Advisors
Illinois
$354K +$24.3K +491 +7%
KM
877
Kalos Management
Georgia
$353K +$144K +2,906 +70%
RC
878
RegentAtlantic Capital
New Jersey
$352K +$5.93K +120 +2%
SIC
879
Shoker Investment Counsel
Ohio
$352K +$30.2K +611 +9%
OWP
880
Obermeyer Wealth Partners
Colorado
$352K +$34.6K +700 +11%
PA
881
Parallel Advisors
California
$352K +$35.3K +714 +11%
STMM
882
South Texas Money Management
Texas
$352K +$49.4K +1,000 +16%
CL
883
Choreo LLC
Illinois
$350K -$50.6K -1,024 -13%
CCA
884
Cobblestone Capital Advisors
New York
$349K +$2.22K +45 +0.6%
FIB
885
First Interstate Bank
Montana
$348K -$14.8K -300 -4%
WKWM
886
Walter & Keenan Wealth Management
Indiana
$348K
GT
887
Glenview Trust
Kentucky
$344K -$67.2K -1,360 -16%
Pzena Investment Management
888
Pzena Investment Management
New York
$344K +$342K +6,918 New
GIM
889
Greylin Investment Management
Virginia
$342K
IFB
890
iAB Financial Bank
Indiana
$341K +$7.41K +150 +2%
SA
891
Strategic Advisors
New York
$338K -$56K -1,133 -14%
PAMG
892
Patton Albertson Miller Group
Tennessee
$337K -$3.02K -61 -0.9%
Verition Fund Management
893
Verition Fund Management
Connecticut
$336K +$334K +6,751 New
AWCI
894
Alpine Woods Capital Investors
New York
$334K -$9.88K -200 -3%
BIA
895
Barry Investment Advisors
Massachusetts
$334K +$57.9K +1,172 +21%
DWT
896
Dorsey & Whitney Trust
South Dakota
$333K
ST
897
Smithfield Trust
Pennsylvania
$332K -$2.13K -43 -0.6%
EP
898
Edgestream Partners
New Jersey
$332K +$330K +6,675 New
NAM
899
North American Management
Massachusetts
$331K +$6.38K +129 +2%
WAM
900
Wealthspire Advisors (Maryland)
Maryland
$329K -$255K -5,153 -44%