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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
ARMC
1051
American Research & Management Company
Massachusetts
$151K
KLWA
1052
Kelly Lawrence W & Associates
California
$149K
FCMT
1053
Founders Capital Management (Texas)
Texas
$144K +$143K +2,886 New
RWA
1054
Ropes Wealth Advisors
Massachusetts
$141K -$662K -13,386 -83%
EFSCE
1055
Enterprise Financial Services Corp (EFSC)
Missouri
$141K +$10.7K +217 +8%
RPG
1056
Risk Paradigm Group
Texas
$139K -$4.6K -93 -3%
MA
1057
MCF Advisors
Kentucky
$139K +$60.1K +1,217 +77%
MCM
1058
Manchester Capital Management
Vermont
$138K
RIM
1059
Rampart Investment Management
Connecticut
$134K +$133K +2,697 New
SEIA
1060
Signature Estate & Investment Advisors
California
$132K +$131K +2,643 New
ZB
1061
Zions Bancorporation
Utah
$131K -$9.09K -184 -7%
RCG
1062
Ruggie Capital Group
Florida
$128K +$88.6K +1,792 +228%
VIA
1063
Vantage Investment Advisors
Pennsylvania
$125K -$14.8K -300 -11%
WT
1064
Whittier Trust
California
$123K
LNB
1065
Ledyard National Bank
$120K
WA
1066
Winfield Associates
Ohio
$119K
AA
1067
AlphaMark Advisors
Kentucky
$117K +$62.3K +1,260 +116%
VCM
1068
Versant Capital Management
Arizona
$116K -$2.37K -48 -2%
IWM
1069
IHT Wealth Management
Illinois
$115K +$14.9K +302 +15%
CIA
1070
ClearBridge Investments (Australia)
Australia
$114K +$55.2K +1,117 +95%
SCA
1071
Stuart Chaussee & Associates
California
$111K +$86K +1,740 +359%
BC
1072
Barnett & Company
Tennessee
$109K
WP
1073
WealthPLAN Partners
Nebraska
$108K +$106K +2,147 New
IIC
1074
Integrated Investment Consultants
Michigan
$106K
IPC
1075
Independent Portfolio Consultants
Florida
$104K -$1.28K -26 -1%