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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
VDI
126
Vaughan David Investments
Illinois
$21.9M +$302K +6,101 +1%
ST
127
Sabal Trust
Florida
$21.9M -$555K -11,240 -2%
AAM
128
Advisors Asset Management
Colorado
$21.2M +$221K +4,479 +1%
SAM
129
Shell Asset Management
Netherlands
$20.5M +$1.24M +25,187 +7%
ACI
130
AMP Capital Investors
Australia
$19.9M -$537K -10,874 -3%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$19.7M -$62.7K -1,269 -0.3%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$18.7M -$221K -4,480 -1%
BTS
133
BB&T Securities
Virginia
$18.7M -$2.46M -49,725 -12%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$18.3M +$16M +324,146 +731%
SOADOR
135
State of Alaska Department of Revenue
Alaska
$18M +$1.85M +37,460 +12%
US Bancorp
136
US Bancorp
Minnesota
$17.7M +$1.18M +23,887 +7%
RT
137
Rockland Trust
Massachusetts
$17.2M +$748K +15,130 +5%
RC
138
Randolph Company
Ohio
$17M +$28.4K +575 +0.2%
JCM
139
Janney Capital Management
Pennsylvania
$17M -$809K -16,368 -5%
BSPF
140
British Steel Pension Fund
United Kingdom
$16.9M -$88.2K -1,785 -0.5%
ZP
141
Zimmer Partners
New York
$16.9M -$7.97M -161,365 -32%
UCFA
142
United Capital Financial Advisors
Texas
$16.6M -$250K -5,052 -1%
CDH
143
Charles D. Hyman
$16.5M +$334K +6,749 +2%
Comerica Bank
144
Comerica Bank
Texas
$16.4M -$290K -5,860 -2%
AIG
145
American International Group
New York
$16.3M -$1.04M -21,022 -6%
FCM
146
Flinton Capital Management
Pennsylvania
$16.3M +$3.12M +63,088 +24%
SOMRS
147
State of Michigan Retirement System
Michigan
$16.2M -$1.4M -28,400 -8%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$16.2M +$948K +19,175 +6%
MAM
149
Magellan Asset Management
Australia
$16M -$1.26M -25,583 -7%
Macquarie Group
150
Macquarie Group
Australia
$15.9M +$311K +6,300 +2%