We are live on ! Find out more
SO icon

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
GI
951
Gradient Investments
Minnesota
$268K +$58.2K +1,178 +28%
WA
952
WealthTrust Axiom
Pennsylvania
$267K -$50.3K -1,018 -16%
GCMG
953
Gyroscope Capital Management Group
Florida
$265K +$3.46K +70 +1%
BIG
954
Bellwether Investment Group
Tennessee
$263K -$459K -9,288 -64%
SCA
955
Stonebridge Capital Advisors
Minnesota
$262K -$593 -12 -0.2%
SFG
956
StrategIQ Financial Group
Indiana
$262K +$12.4K +250 +5%
DWM
957
Destination Wealth Management
California
$262K +$13.6K +275 +6%
Koshinski Asset Management
958
Koshinski Asset Management
Illinois
$260K +$28.2K +570 +12%
VAM
959
Verity Asset Management
North Carolina
$260K +$258K +5,217 New
TC
960
Trust Company
Kansas
$255K -$22.1K -448 -8%
BLAM
961
Bourne Lent Asset Management
New York
$255K
Tudor Investment Corp
962
Tudor Investment Corp
Connecticut
$254K +$252K +5,100 New
AWM
963
Affinity Wealth Management
Delaware
$253K +$50.2K +1,016 +25%
IC
964
Inverness Counsel
New York
$252K -$4.94K -100 -2%
BFG
965
Barber Financial Group
Kansas
$251K -$6.42K -130 -3%
LWCFA
966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K
CCM
967
Cribstone Capital Management
Maine
$249K +$92.1K +1,864 +59%
GEA
968
Glen Eagle Advisors
New Jersey
$248K
HT
969
HighTower Trust
Texas
$248K
OSNBOA
970
Old Second National Bank of Aurora
Illinois
$248K +$7.41K +150 +3%
WI
971
Wedgewood Investors
Pennsylvania
$247K
CCB
972
Cutter & Co Brokerage
Missouri
$246K -$25.3K -512 -9%
HC
973
Hourglass Capital
Texas
$246K -$4.94K -100 -2%
CCM
974
Compton Capital Management
Rhode Island
$246K -$4.89K -99 -2%
MGIA
975
Moneta Group Investment Advisors
Missouri
$244K -$45.3K -917 -16%