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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
GBBWRPM
1176
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K
IDBONY
1177
Israel Discount Bank of New York
New York
$7K
PS
1178
Portfolio Solutions
Michigan
$7K +$7.41K +150 New
AW
1179
Alpha Windward
Massachusetts
$6K
EWM
1180
Edge Wealth Management
New York
$6K
SLF
1181
Sun Life Financial
Ontario, Canada
$5.63K +$2.92K +59 +27%
TIM
1182
Tortoise Investment Management
New York
$5K -$6.42K -130 -55%
ACM
1183
Armbruster Capital Management
New York
$5K
JAM
1184
Jolley Asset Management
North Carolina
$5K
Walleye Trading
1185
Walleye Trading
New York
$3.23K +$2.31M +46,730 +258%
HIM
1186
Hillsdale Investment Management
Ontario, Canada
$3K -$494 -10 -13%
BCFS
1187
Butensky & Cohen Financial Security
Florida
$3K
IAS
1188
INR Advisory Services
Pennsylvania
$3K
SGAM
1189
Smith Group Asset Management
Texas
$3K
WA
1190
WealthTrust-Arizona
Arizona
$3K
IF
1191
Ironwood Financial
Arizona
$1K
SM
1192
Sciencast Management
New Jersey
$849 +$843K +17,049 New
CT
1193
Chicago Trust
Illinois
$610 -$51.6K -1,045 -8%
AUB
1194
Atlantic Union Bankshares
Virginia
$442 -$5.19K -105 -1%
LM
1195
Luminus Management
Texas
-$51.3M -1,043,659 Closed
Adage Capital Partners
1196
Adage Capital Partners
Massachusetts
-$10.9M -222,525 Closed
NI
1197
Nuance Investments
Missouri
-$10.4M -210,477 Closed
CCMG
1198
Clark Capital Management Group
Pennsylvania
-$7.48M -152,090 Closed
Jacobs Levy Equity Management
1199
Jacobs Levy Equity Management
New Jersey
-$6.16M -125,280 Closed
Two Sigma Advisers
1200
Two Sigma Advisers
New York
-$5.72M -116,261 Closed