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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
Korea Investment Corp
176
Korea Investment Corp
South Korea
$11.4M -$10.1M -204,100 -47%
HI
177
Honeywell International
North Carolina
$11.4M
Bank of Nova Scotia
178
Bank of Nova Scotia
Ontario, Canada
$11.3M +$10.2M +205,920 +933%
Public Sector Pension Investment Board (PSP Investments)
179
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.2M +$445K +9,000 +4%
SI
180
Stephens Inc
Arkansas
$11.2M +$998K +20,190 +10%
KeyBank National Association
181
KeyBank National Association
Ohio
$11.2M -$23.3K -472 -0.2%
FFIC
182
First Fiduciary Investment Counsel
Ohio
$11M -$12K -243 -0.1%
EIM
183
ExxonMobil Investment Management
Texas
$11M -$334K -6,759 -3%
VRS
184
Virginia Retirement Systems
Virginia
$10.9M
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$10.9M +$158K +3,200 +1%
EARNEST Partners
186
EARNEST Partners
Georgia
$10.8M -$343K -6,944 -3%
ERSOT
187
Employees Retirement System of Texas
Texas
$10.7M +$1.09M +22,000 +11%
SEI Investments
188
SEI Investments
Pennsylvania
$10.6M +$5.08M +102,808 +93%
PIA
189
Piedmont Investment Advisors
North Carolina
$10.5M +$631K +12,763 +6%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$10.4M -$131K -2,645 -1%
CCMH
191
Cornerstone Capital Management Holdings
New York
$10.3M -$2.16M -43,700 -17%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$10.3M +$1.2M +24,290 +13%
PI
193
Putnam Investments
Massachusetts
$10.2M -$317K -6,406 -3%
AG
194
Advisor Group
Arizona
$10.1M +$451K +9,132 +5%
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$9.97M +$4.34M +87,801 +78%
HFS
196
HL Financial Services
Kentucky
$9.93M -$226K -4,581 -2%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$9.84M +$1.2M +24,248 +14%
GHA
198
GW Henssler & Associates
Georgia
$9.76M +$397K +8,042 +4%
RAM
199
RWC Asset Management
United Kingdom
$9.73M
Victory Capital Management
200
Victory Capital Management
Texas
$9.6M +$1.51M +30,478 +19%