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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
KPCM
1001
Kings Point Capital Management
New York
$223K
HCM
1002
Hodges Capital Management
Texas
$219K -$29.3K -592 -12%
ABTD
1003
Arvest Bank Trust Division
Oklahoma
$219K -$25.3K -511 -10%
HTHT
1004
Hemenway Trust Hemenway Trust
New Hampshire
$219K
MCM
1005
MAI Capital Management
Ohio
$217K -$10.7K -217 -5%
WP
1006
WMS Partners
Maryland
$217K +$216K +4,362 New
WA
1007
Wealth Architects
California
$216K -$8.6K -174 -4%
WPW
1008
Waldron Private Wealth
Pennsylvania
$216K +$217K +4,389 New
FWCM
1009
Ferguson Wellman Capital Management
Oregon
$215K -$4.94K -100 -2%
HA
1010
Hamel Associates
New Jersey
$212K
MIC
1011
Meridian Investment Counsel
California
$211K
TIM
1012
Thompson Investment Management
Wisconsin
$211K +$3.46K +70 +2%
BFA
1013
Beaumont Financial Advisors
Massachusetts
$210K
PG
1014
Patten Group
Tennessee
$210K +$82.2K +1,664 +65%
FWP
1015
FAS Wealth Partners
Kansas
$210K +$208K +4,209 New
RW
1016
Rand Wealth
Maryland
$209K +$208K +4,205 New
MWM
1017
Meridian Wealth Management
Kentucky
$208K +$206K +4,172 New
CL
1018
CPWM LLC
Washington
$207K -$5.98K -121 -3%
RCM
1019
Radnor Capital Management
Pennsylvania
$207K
NSIM
1020
North Star Investment Management
Illinois
$207K +$49.4K +1,000 +32%
FAM
1021
Formidable Asset Management
Ohio
$207K +$204K +4,129 New
Cerity Partners
1022
Cerity Partners
New York
$207K +$205K +4,153 New
TAM
1023
Tocqueville Asset Management
New York
$206K +$204K +4,131 New
SFA
1024
Sequoia Financial Advisors
Ohio
$205K +$203K +4,115 New
CBB
1025
Citizens Business Bank
California
$203K