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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
MWM
1126
MinichMacGregor Wealth Management
New York
$40K
CWM
1127
Catamount Wealth Management
Connecticut
$37K
RFWA
1128
RPg Family Wealth Advisory
Massachusetts
$35.6K -$21.2K -428 -37%
MUS
1129
Mitsubishi UFJ Securities
Japan
$34K -$73.6K -1,490 -68%
MIC
1130
MU Investments Company
Japan
$34K +$33.6K +680 New
LF
1131
Lee Financial
Texas
$32K
CAG
1132
Crestwood Advisors Group
Massachusetts
$32K +$31.7K +642 New
GAM
1133
Gemmer Asset Management
California
$30K
MFBTD
1134
MB Financial Bank - Trust Department
Illinois
$28K
BL
1135
Balentine LLC
Georgia
$28K +$297 +6 +1%
AAF
1136
Andra AP-fonden
Sweden
$27.2K -$954K -19,295 -3%
SA
1137
SpiderRock Advisors
Delaware
$26K
WIM
1138
Westside Investment Management
California
$25.9K +$3.95K +80 +18%
APSP
1139
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K
CFS
1140
Commonwealth Financial Services
West Virginia
$25K
PWM
1141
Perigon Wealth Management
California
$25K
SQA
1142
Simon Quick Advisors
New Jersey
$25K
SIAP
1143
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
SFPIA
1144
Stevens First Principles Investment Advisors
California
$25K
YWP
1145
YorkBridge Wealth Partners
New York
$25K
JWA
1146
JFS Wealth Advisors
Pennsylvania
$24K
PMFA
1147
Plante Moran Financial Advisors
Michigan
$22K +$12.6K +255 +140%
MIFH
1148
Migdal Insurance & Financial Holdings
Israel
$21K +$11.2K +227 +116%
CYG
1149
Clean Yield Group
Vermont
$21K +$20.5K +415 New
AP
1150
Atwood & Palmer
Missouri
$20K