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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
Barclays
76
Barclays
United Kingdom
$52.1M -$12.6M -255,187 -20%
Credit Agricole
77
Credit Agricole
France
$51.2M +$1.05M +21,186 +2%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$50.6M -$6.9M -139,641 -12%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$49.6M -$11.6M -234,158 -19%
Jennison Associates
80
Jennison Associates
New York
$48.2M +$14.7M +298,197 +44%
AA
81
ALPS Advisors
Colorado
$47.6M +$8.07M +163,352 +21%
Axa
82
Axa
France
$46.9M -$707K -14,308 -1%
SF
83
Synovus Financial
Georgia
$46.5M +$1.67M +33,811 +4%
Voloridge Investment Management
84
Voloridge Investment Management
Florida
$45.8M +$45.5M +920,802 New
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$43.6M +$1.69M +34,225 +4%
Los Angeles Capital Management
86
Los Angeles Capital Management
California
$43.4M -$22.7M -459,004 -34%
Hotchkis & Wiley Capital Management
87
Hotchkis & Wiley Capital Management
California
$43.1M -$233K -4,705 -0.5%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$41.3M -$101K -2,050 -0.2%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$39.6M +$10M +202,787 +34%
AIMCA
90
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.4M
Citadel Advisors
91
Citadel Advisors
Florida
$38.9M +$36.8M +744,119 +2,029%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$35.3M +$2.36M +47,845 +7%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.3M +$1.6M +32,448 +5%
National Pension Service
94
National Pension Service
South Korea
$34.8M +$3.55M +71,931 +11%
EP
95
Elkfork Partners
Oregon
$34.6M +$6.63M +134,062 +24%
EIP
96
Energy Income Partners
Connecticut
$33.4M +$5.2M +105,136 +19%
USAA
97
United Services Automobile Association
Texas
$32.7M -$661K -13,380 -2%
Citigroup
98
Citigroup
New York
$32.2M +$6.66M +134,856 +26%
BAPIM
99
British Airways Pensions Investment Management
United Kingdom
$31.1M -$7.67M -155,214 -20%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$30.9M +$7.46M +151,000 +32%