We are live on ! Find out more
SO icon

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
SO
101
STRS Ohio
Ohio
$30.8M -$5.44M -110,078 -15%
AI
102
Ariel Investments
Illinois
$30.3M +$2.14M +43,353 +8%
Aviva
103
Aviva
United Kingdom
$30.2M -$1.76M -35,697 -6%
ORIO
104
Old Republic International (ORI)
Illinois
$28.6M
GHCM
105
Glen Harbor Capital Management
California
$28.5M +$5.46M +110,404 +24%
Retirement Systems of Alabama
106
Retirement Systems of Alabama
Alabama
$28.5M +$771K +15,606 +3%
SB
107
Suntrust Banks
Georgia
$28.1M -$5.3M -107,306 -16%
M&T Bank
108
M&T Bank
New York
$27.6M -$6.6M -133,490 -19%
AG
109
Aperio Group
California
$27.2M +$6.27M +126,907 +30%
BCIM
110
British Columbia Investment Management
British Columbia, Canada
$26.5M +$27.8K +563 +0.1%
GF
111
Gabelli Funds
New York
$26M
HighTower Advisors
112
HighTower Advisors
Illinois
$25.8M +$759K +15,354 +3%
O
113
OppenheimerFunds
New York
$25.5M +$6.04M +122,207 +31%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$25.5M +$1.28M +25,955 +5%
Allianz Asset Management
115
Allianz Asset Management
Germany
$25.3M +$5.7M +115,438 +29%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$24.5M -$119K -2,401 -0.5%
SIA
117
Sit Investment Associates
Minnesota
$24.1M +$3.67M +74,200 +18%
GFPC
118
Global Financial Private Capital
Florida
$23.6M +$23.4M +474,032 New
N
119
Nuveen
North Carolina
$23.4M +$12M +242,995 +107%
CC
120
Carlson Capital
Texas
$23.4M +$23.3M +470,500 New
ASRS
121
Arizona State Retirement System
Arizona
$23.4M +$198K +4,000 +0.9%
ELC
122
Edgar Lomax Company
Virginia
$23.1M -$3.82M -77,326 -14%
AIA
123
Avalon Investment & Advisory
Texas
$23M +$406K +8,211 +2%
CWM
124
CIBC World Markets
New York
$22.4M +$6.49M +131,244 +41%
MCIM
125
Meadow Creek Investment Management
Georgia
$22.4M +$4.29M +86,746 +24%