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Viking Fund Management Maintains Stake in Southern Co (SO); Advisory Alpha Raised Holding in Gabelli Hlthcare & Wellness (GRX) by $471,933 as Valuation Rose

Advisory Alpha Llc increased its stake in Gabelli Hlthcare & Wellness (GRX) by 43.64% based on its latest 2017Q3 regulatory filing with the SEC. Advisory Alpha Llc bought 52,437 shares as the company’s stock rose 3.40% with the market. The institutional investor held 172,603 shares of the company at the end of 2017Q3, valued at $1.64 million, up from 120,166 at the end of the previous reported quarter. Advisory Alpha Llc who had been investing in Gabelli Hlthcare & Wellness for a number of months, seems to be bullish on the $ market cap company. The stock increased 0.19% or $0.02 during the last trading session, reaching $10.63. About 60,860 shares traded. The Gabelli Healthcare & Wellness Trust (NYSE:GRX) has risen 1.37% since January 21, 2017 and is uptrending. It has underperformed by 15.33% the S&P500.

Viking Fund Management Llc increased its stake in Southern Co (SO) by 10.7% based on its latest 2017Q3 regulatory filing with the SEC. Viking Fund Management Llc bought 9,800 shares as the company’s stock rose 4.35% with the market. The institutional investor held 101,400 shares of the central company at the end of 2017Q3, valued at $4.98M, up from 91,600 at the end of the previous reported quarter. Viking Fund Management Llc who had been investing in Southern Co for a number of months, seems to be bullish on the $44.60B market cap company. The stock decreased 1.02% or $0.46 during the last trading session, reaching $44.44. About 8.81M shares traded or 64.41% up from the average. The Southern Company (NYSE:SO) has risen 2.49% since January 21, 2017 and is uptrending. It has underperformed by 14.21% the S&P500.

Investors sentiment increased to 2 in 2017 Q3. Its up 1.07, from 0.93 in 2017Q2. It increased, as 3 investors sold GRX shares while 7 reduced holdings. 6 funds opened positions while 14 raised stakes. 5.16 million shares or 6.78% more from 4.84 million shares in 2017Q2 were reported. Citigroup reported 0% in The Gabelli Healthcare & Wellness Trust (NYSE:GRX). Advisory Alpha Limited Liability Corporation has 0.46% invested in The Gabelli Healthcare & Wellness Trust (NYSE:GRX). Commonwealth Equity Svcs reported 13,069 shares. Invesco Ltd invested 0% in The Gabelli Healthcare & Wellness Trust (NYSE:GRX). City Com accumulated 151 shares. Moreover, Covington Mgmt has 0% invested in The Gabelli Healthcare & Wellness Trust (NYSE:GRX) for 51 shares. Cornerstone Advsr Inc holds 0.28% of its portfolio in The Gabelli Healthcare & Wellness Trust (NYSE:GRX) for 236,271 shares. Brinker Cap holds 0.01% of its portfolio in The Gabelli Healthcare & Wellness Trust (NYSE:GRX) for 31,933 shares. 155,087 are held by Ancora Advsr Ltd Com. The North Carolina-based Salem Invest Counselors has invested 0% in The Gabelli Healthcare & Wellness Trust (NYSE:GRX). Us Bankshares De holds 0% in The Gabelli Healthcare & Wellness Trust (NYSE:GRX) or 112 shares. Cohen & Steers Inc reported 302,508 shares. Rmb Capital Limited Liability Co accumulated 34,227 shares. Usca Ria Lc owns 93,957 shares. 19,443 are held by Stephens Ar.

Advisory Alpha Llc, which manages about $200.07M and $357.91M US Long portfolio, decreased its stake in Market Vectors Etf Tr (HYEM) by 19,918 shares to 26,926 shares, valued at $668,000 in 2017Q3, according to the filing. It also reduced its holding in Ishares Tr (SHY) by 18,046 shares in the quarter, leaving it with 19,793 shares, and cut its stake in Wisdomtree Trust (DEM).

Among 19 analysts covering The Southern Company (NYSE:SO), 6 have Buy rating, 6 Sell and 7 Hold. Therefore 32% are positive. The Southern Company had 57 analyst reports since July 21, 2015 according to SRatingsIntel. SunTrust maintained The Southern Company (NYSE:SO) rating on Tuesday, December 26. SunTrust has “Hold” rating and $50.0 target. The firm has “Buy” rating by Jefferies given on Tuesday, September 12. RBC Capital Markets maintained the stock with “Hold” rating in Wednesday, June 28 report. The firm earned “Overweight” rating on Thursday, July 14 by Barclays Capital. The rating was maintained by RBC Capital Markets on Sunday, July 30 with “Hold”. The company was downgraded on Thursday, January 11 by Goldman Sachs. SunTrust maintained the stock with “Hold” rating in Tuesday, January 16 report. As per Tuesday, December 26, the company rating was maintained by Mizuho. The firm earned “Buy” rating on Thursday, April 13 by Jefferies. BMO Capital Markets maintained the stock with “Hold” rating in Friday, March 31 report.

Since August 3, 2017, it had 0 insider buys, and 5 sales for $11.99 million activity. 46,941 shares valued at $2.46 million were sold by BEATTIE ART P on Thursday, October 26. Shares for $261,400 were sold by Daiss Ann P. The insider WOMACK CHRISTOPHER C sold 75,144 shares worth $3.70M. On Friday, October 20 Kerr – II James Y sold $1.30 million worth of The Southern Company (NYSE:SO) or 25,000 shares.

Viking Fund Management Llc, which manages about $1.05B and $627.37 million US Long portfolio, decreased its stake in Philip Morris In (NYSE:PM) by 6,000 shares to 26,000 shares, valued at $2.89 million in 2017Q3, according to the filing. It also reduced its holding in Fairmount Santro by 530,000 shares in the quarter, leaving it with 280,000 shares, and cut its stake in Exxon Mobil Corp (NYSE:XOM).

Investors sentiment decreased to 1 in 2017 Q3. Its down 0.16, from 1.16 in 2017Q2. It dived, as 51 investors sold SO shares while 353 reduced holdings. 76 funds opened positions while 330 raised stakes. 525.28 million shares or 0.91% more from 520.53 million shares in 2017Q2 were reported. Inv Mgmt Of Virginia Ltd, a Virginia-based fund reported 6,575 shares. Macnealy Hoover Investment holds 0.23% or 6,450 shares. Atlas Browninc reported 7,481 shares. Wedgewood Investors Pa has invested 0.19% in The Southern Company (NYSE:SO). Ellington Mngmt Group Inc Limited Liability Company reported 0.04% of its portfolio in The Southern Company (NYSE:SO). 10.65M are owned by Bank & Trust Of Ny Mellon. First Midwest National Bank & Trust Division holds 0.17% or 27,888 shares. 25,351 were accumulated by Woodstock Corp. Moreover, Cap Fund Mgmt Sa has 0.03% invested in The Southern Company (NYSE:SO) for 86,451 shares. Moreover, Interocean Cap Ltd Liability Corporation has 2.66% invested in The Southern Company (NYSE:SO) for 364,320 shares. Moreover, Quantum Capital Mngmt Lc Nj has 0% invested in The Southern Company (NYSE:SO) for 55 shares. Robeco Institutional Asset Bv holds 833,864 shares or 0.25% of its portfolio. Aqr Mngmt Ltd Liability Co accumulated 1.02M shares. Stephens Ar stated it has 166,313 shares. Mason Street Advsrs Ltd Liability Corporation reported 138,746 shares stake.

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