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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
PWSG
926
Pacific Wealth Strategies Group
California
$306K +$39.7K +804 +15%
GA
927
Gateway Advisory
New Jersey
$304K +$302K +6,102 New
BAS
928
Brown Advisory Securities
Maryland
$303K +$25.6K +519 +9%
BSW
929
Buckingham Strategic Wealth
Missouri
$302K +$198 +4 +0.1%
MWM
930
Mission Wealth Management
California
$301K +$7.76K +157 +3%
SCM
931
Salem Capital Management
Massachusetts
$299K -$24.7K -500 -8%
CCT
932
Country Club Trust
Missouri
$296K
KSA
933
Ken Stern & Associates
California
$294K -$219K -4,431 -43%
CCM
934
Covington Capital Management
California
$294K
ARMT
935
Amica Retiree Medical Trust
Rhode Island
$288K
MYLI
936
Meiji Yasuda Life Insurance
Japan
$287K +$285K +5,770 New
FCB
937
First Command Bank
Texas
$283K -$12.6K -255 -4%
FCFS
938
First Command Financial Services
Texas
$283K -$12.6K -255 -4%
1SB
939
1ST Source Bank
Indiana
$281K -$2.52K -51 -0.9%
QI
940
Quotient Investors
New York
$281K
GLRA
941
Gerald L. Ray & Associates
Texas
$279K
KCM
942
Kempner Capital Management
Texas
$279K
GRP
943
Global Retirement Partners
California
$277K +$50.6K +1,023 +23%
PFM
944
Parsec Financial Management
North Carolina
$276K -$82.8K -1,676 -23%
FHC
945
First Heartland Consultants
Missouri
$275K -$17.7K -359 -6%
PAA
946
Peregrine Asset Advisers
Oregon
$274K
FWIA
947
Fort Washington Investment Advisors
Ohio
$271K -$97.3K -1,969 -27%
AIA
948
Allegis Investment Advisors
Idaho
$270K -$40.5K -820 -13%
FCBT
949
First Citizens Bank & Trust
North Carolina
$269K -$659K -13,338 -71%
CCM
950
Crossvault Capital Management
Texas
$268K -$39.5K -800 -13%