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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
NSB
1101
Norway Savings Bank
Maine
$62K -$7.41K -150 -11%
KF
1102
Krilogy Financial
Missouri
$62K
CHP
1103
Cable Hill Partners
Oregon
$62K +$198 +4 +0.3%
FQ
1104
First Quadrant
California
$60K
ECM
1105
Estabrook Capital Management
New York
$59.7K
CFA
1106
Camarda Financial Advisors
Florida
$58K
JCM
1107
Jacobi Capital Management
Pennsylvania
$58K
TDC
1108
Thompson Davis & Co
Virginia
$55K
ADL
1109
Asset Dedication LLC
California
$54K
OFW
1110
Omnia Family Wealth
Florida
$53K -$26K -527 -33%
TWMP
1111
Taylor Wealth Management Partners
Massachusetts
$52K -$42K -850 -45%
CWM
1112
Cranbrook Wealth Management
Michigan
$51K
EWM
1113
Endurance Wealth Management
Rhode Island
$51K +$24.7K +500 +94%
AWM
1114
AllSquare Wealth Management
New York
$50K
WPA
1115
West Paces Advisors
Georgia
$46K
AF
1116
Arrow Financial
New York
$46K
DOA
1117
D'Orazio & Associates
Virginia
$45K
CFA
1118
CT Financial Advisors
Pennsylvania
$44.8K
AC
1119
Alexandria Capital
Virginia
$44K
PA
1120
Perennial Advisors
New York
$44K
FDCDDQ
1121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.3K +$43K +870 New
AA
1122
Apriem Advisors
California
$42K +$99 +2 +0.2%
FPFS
1123
First Personal Financial Services
North Carolina
$42K +$17.8K +360 +73%
BCM
1124
Blume Capital Management
California
$40K -$54.9K -1,110 -58%
CAW
1125
Cornerstone Advisors (Washington)
Washington
$40K