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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
NCM
1151
Nelson Capital Management
California
$20K
PCA
1152
Peddock Capital Advisors
Massachusetts
$20K
CTB
1153
Country Trust Bank
Illinois
$19K
HT
1154
Heritage Trust
Oklahoma
$19K +$18.5K +375 New
HIIFS
1155
Harel Insurance Investments & Financial Services
Israel
$18K
VNA
1156
Valley National Advisers
Pennsylvania
$17K -$19.2K -388 -53%
TCM
1157
Tradewinds Capital Management
Washington
$17K
HR
1158
Howe & Rusling
New York
$16K -$6.92K -140 -31%
FFW
1159
Fusion Family Wealth
New York
$16K -$3.11K -63 -16%
HCM
1160
Highlander Capital Management
New Jersey
$16K
MCM
1161
MV Capital Management
Maryland
$15K -$14.8K -300 -50%
MWM
1162
Mascoma Wealth Management
New Hampshire
$15K
TCM
1163
TD Capital Management
Tennessee
$15K
PCP
1164
Proficio Capital Partners
Massachusetts
$15K +$3.21K +65 +28%
PFBT
1165
Parkside Financial Bank & Trust
Missouri
$14K -$3.95K -80 -21%
AII
1166
AGF Investments Inc
Ontario, Canada
$13K -$4.9M -99,239 -100%
FAM
1167
Fred Alger Management
New York
$11K -$4.1K -83 -28%
AWMS
1168
Advocacy Wealth Management Services
Georgia
$10K
CAL
1169
Capital Advisors Ltd
Ohio
$10K
CFG
1170
CKW Financial Group
Hawaii
$10K
GWA
1171
Guidant Wealth Advisors
Illinois
$10K
LYV
1172
Live Your Vision
Pennsylvania
$10K
WAS
1173
Winch Advisory Services
Wisconsin
$10K
SIM
1174
Sonora Investment Management
Arizona
$9.96K
HA
1175
Harfst & Associates
Wyoming
$9K +$9.88K +200 New