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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
VWA
1026
V Wealth Advisors
Kansas
$203K +$202K +4,097 New
AFP
1027
Ausdal Financial Partners
Iowa
$202K +$200K +4,054 New
IC
1028
Intersect Capital
California
$201K -$140K -2,839 -41%
GAG
1029
GM Advisory Group
New York
$201K -$26.7K -540 -12%
SCA
1030
Salient Capital Advisors
Texas
$201K +$200K +4,039 New
SMH
1031
Sanders Morris Harris
Texas
$201K +$200K +4,050 New
FMP
1032
Financial Management Professionals
Texas
$199K
MCA
1033
Mercer Capital Advisers
New Jersey
$199K
KKAMG
1034
Kernodle & Katon Asset Management Group
Arkansas
$197K +$4.35K +88 +2%
NAMA
1035
Nikko Asset Management Americas
New York
$194K
GLI
1036
Guardian Life Insurance
New York
$191K +$3.61K +73 +2%
BEAM
1037
Baker Ellis Asset Management
Washington
$188K -$2.47K -50 -1%
PIM
1038
Parasol Investment Management
Illinois
$183K -$246K -4,968 -57%
AIM
1039
Advantage Investment Management
Iowa
$175K +$60.3K +1,221 +53%
BAM
1040
Barrett Asset Management
New York
$174K
CPA
1041
Clear Perspective Advisors
Illinois
$173K
PFO
1042
Pathstone Family Office
New Jersey
$170K +$168K +3,403 New
CBT
1043
Central Bank & Trust
Kentucky
$168K
JGIA
1044
Jackson Grant Investment Advisers
Connecticut
$163K +$1.78K +36 +1%
KTC
1045
Kistler-Tiffany Companies
Pennsylvania
$162K
SWA
1046
Sutton Wealth Advisors
Florida
$158K -$1.78K -36 -1%
MRCM
1047
M&R Capital Management
New Jersey
$158K -$9.88K -200 -6%
RFM
1048
Royal Fund Management
Florida
$158K +$7.61K +154 +5%
WC
1049
Whitnell & Co
Illinois
$156K
WEC
1050
Winslow Evans & Crocker
Massachusetts
$153K -$7.02K -142 -4%