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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
SP
1076
Symmetry Partners
Connecticut
$103K +$103K +2,079 New
OFS
1077
Orrstown Financial Services
Pennsylvania
$102K +$9.88K +200 +11%
WTC
1078
WhitTier Trust Company
Nevada
$98K
MBT
1079
Monroe Bank & Trust
Michigan
$97K -$18.8K -380 -16%
BRC
1080
Bell Rock Capital
Delaware
$96K
LCM
1081
Liberty Capital Management
Michigan
$96K
FPS
1082
Fieldpoint Private Securities
Connecticut
$92K +$91.4K +1,850 New
AssetMark Inc
1083
AssetMark Inc
California
$90K -$402K -8,143 -82%
TFO
1084
Tarbox Family Office
California
$87K
FPTW
1085
Franklin, Parlapiano, Turner & Welch
Texas
$85K
WB
1086
Webster Bank
Connecticut
$85K
Carson Wealth (CWM LLC)
1087
Carson Wealth (CWM LLC)
Nebraska
$84K -$151K -3,051 -64%
IP
1088
Intellectus Partners
California
$80K +$25.2K +510 +46%
DBT
1089
Dubuque Bank & Trust
Iowa
$78K -$21.9K -444 -22%
AWM
1090
Avior Wealth Management
Nebraska
$75K -$3.36K -68 -4%
JFA
1091
JNBA Financial Advisors
Minnesota
$74K
LWM
1092
LBA Wealth Management
Florida
$72K
HS
1093
Horan Securities
United States
$72K +$71.6K +1,448 New
PFGIA
1094
Patriot Financial Group Insurance Agency
Massachusetts
$71K
PCTC
1095
Perkins Coie Trust Company
Washington
$71K
SNT
1096
Security National Trust
West Virginia
$70K -$2.47K -50 -3%
QCG
1097
Quadrant Capital Group
Ohio
$68K +$14.1K +286 +22%
BWM
1098
Baystate Wealth Management
Massachusetts
$68K +$67.3K +1,362 New
PVH
1099
Psagot Value Holdings
Israel
$65K
ABA
1100
American Beacon Advisors
Texas
$62.3K +$61.9K +1,252 New