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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
GHAM
901
Gilman Hill Asset Management
Connecticut
$328K -$17.6K -357 -5%
IMOV
902
Investment Management of Virginia
Virginia
$327K -$4.94K -100 -1%
LJAC
903
L.J. Altfest & Co
New York
$326K +$791 +16 +0.2%
MHIM
904
MacNealy Hoover Investment Management
Ohio
$325K -$9.88K -200 -3%
CC
905
Courier Capital
New York
$325K -$3.9K -79 -1%
CWM
906
Cornerstone Wealth Management
Missouri
$324K +$88.7K +1,794 +39%
FFC
907
First Financial Corp
Indiana
$323K +$59.3K +1,200 +23%
SWM
908
SVA Wealth Management
Wisconsin
$321K -$52.2K -1,056 -14%
FRM
909
Fox Run Management
Connecticut
$321K +$42.2K +853 +15%
SAM
910
Summit Asset Management
Tennessee
$320K
SWA
911
SFMG Wealth Advisors
Texas
$319K +$1.38K +28 +0.4%
TC
912
Telemus Capital
Michigan
$317K -$106K -2,154 -25%
PIA
913
Peachtree Investment Advisors
Georgia
$317K -$9.88K -200 -3%
GA
914
Geneva Advisors
Illinois
$316K -$18.2K -369 -5%
DAC
915
Dividend Assets Capital
South Carolina
$315K -$28.9K -585 -8%
EB
916
Eastern Bank
Massachusetts
$314K
UBWV
917
United Bank (West Virginia)
West Virginia
$314K
TRCT
918
Tower Research Capital (TRC)
New York
$312K -$94.1K -1,904 -23%
WT
919
Washington Trust
Rhode Island
$310K -$88K -1,781 -22%
FANJ
920
Financial Architects (New Jersey)
New Jersey
$310K -$71.3K -1,443 -19%
BHBT
921
Burke & Herbert Bank & Trust
Virginia
$310K
First Manhattan
922
First Manhattan
New York
$309K
Jones Financial Companies
923
Jones Financial Companies
Missouri
$309K +$306K +6,200 New
BC
924
Banced Corp
Illinois
$308K
GP
925
Girard Partners
Pennsylvania
$307K +$14.9K +301 +5%