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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
CCT
1226
Capital City Trust
Florida
-$275K -5,600 Closed
GCA
1227
Gideon Capital Advisors
New York
-$275K -5,582 Closed
JIM
1228
Jupiter Investment Management
United Kingdom
-$270K -5,497 Closed
SHGA
1229
Sand Hill Global Advisors
California
-$260K -5,289 Closed
CONA
1230
Capital One National Association
New York
-$253K -5,141 Closed
KP
1231
Keel Point
Alabama
-$220K -4,465 Closed
CFP
1232
Cornerstone Financial Partners
North Carolina
-$219K -4,446 Closed
TFF
1233
The Family Firm
Maryland
-$216K -4,401 Closed
AHC
1234
Adell Harriman & Carpenter
Texas
-$205K -4,166 Closed
WCM
1235
Weatherstone Capital Management
Colorado
-$204K -4,153 Closed
TIA
1236
Tiemann Investment Advisors
California
-$192K -3,904 Closed
JWM
1237
Janiczek Wealth Management
Colorado
-$168K -3,406 Closed
JIC
1238
Joel Isaacson & Co
New York
-$129K -2,620 Closed
AIM
1239
Acropolis Investment Management
Missouri
-$101K -1,973 Closed
GS
1240
GAM Systematic
United Kingdom
-$52K -1,061 Closed
ST
1241
Spot Trading
Illinois
-$36.6K -741 Closed
FAN
1242
Financial Advisors Network
California
-$26K -536 Closed
KLI
1243
Kelman-Lazarov Inc
Tennessee
-$25.2K -512 Closed
CCMW
1244
Cypress Capital Management (Wyoming)
Wyoming
-$24.6K -500 Closed
NYLT
1245
New York Life Trust
New York
-$22K -450 Closed
EF
1246
Empirical Finance
Pennsylvania
-$20K -391 Closed
PRS
1247
Pinkerton Retirement Specialists
Idaho
-$15K -310 Closed
IWA
1248
IBEX Wealth Advisors
New Jersey
-$12K -238 Closed
JIR
1249
James Investment Research
Ohio
-$5K -96 Closed
Loomis, Sayles & Company
1250
Loomis, Sayles & Company
Massachusetts
-$4K -74 Closed