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
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$9.59M -$115K -2,332 -1%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$9.59M +$69.2K +1,400 +0.7%
LIM
203
Leavell Investment Management
Alabama
$9.59M +$161K +3,260 +2%
GIA
204
Gateway Investment Advisers
Ohio
$9.46M -$198K -4,003 -2%
NPA
205
Nichols & Pratt Advisers
Massachusetts
$9.38M +$22.7K +460 +0.2%
BFG
206
Beacon Financial Group
Texas
$9.22M +$356K +7,210 +4%
SIM
207
Sadoff Investment Management
Wisconsin
$9.1M +$42K +850 +0.5%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$9.08M -$82.5K -1,669 -0.9%
BG
209
Bollard Group
Massachusetts
$9.08M +$968K +19,587 +12%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$9.06M -$2.83M -57,348 -24%
AT
211
AMF Tjänstepension
Sweden
$8.98M +$1.08M +21,800 +14%
URS
212
Utah Retirement Systems
Utah
$8.95M +$381K +7,700 +4%
Creative Planning
213
Creative Planning
Kansas
$8.84M -$218K -4,416 -2%
Truist Financial
214
Truist Financial
North Carolina
$8.81M -$1.2M -24,340 -12%
GXMC
215
Global X Management Company
New York
$8.78M +$1.28M +25,838 +17%
EVM
216
Eaton Vance Management
Massachusetts
$8.76M -$39.5K -800 -0.5%
FAF
217
Första AP-fonden
Sweden
$8.73M -$3.01M -60,904 -26%
Lord, Abbett & Co
218
Lord, Abbett & Co
New Jersey
$8.67M -$69.2K -1,400 -0.8%
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$8.61M +$263K +5,313 +3%
BCM
220
Buckhead Capital Management
Georgia
$8.4M -$15.5K -314 -0.2%
QAM
221
QCI Asset Management
New York
$8.4M +$305K +6,166 +4%
ACC
222
Accident Compensation Corp
New Zealand
$8.32M
OTPPB
223
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.31M +$586K +11,855 +8%
American Century Companies
224
American Century Companies
Missouri
$8.3M
SAM
225
Sompo Asset Management
Japan
$8.18M +$2.32M +47,040 +40%