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Southern Company

1,167 hedge funds and large institutions have $25.9B invested in Southern Company in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 499 increasing their positions, 417 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $239M | Put options by funds: $167M

20% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 417

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.41% less ownership

Funds ownership: 54.73%54.32% (-0.41%)

4% less capital invested

Capital invested by funds: $27B → $25.9B (-$1.12B)

2% less funds holding

Funds holding: 1,1931,167 (-26)

15% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 80

Holders
1,167
Holders Change
-26
Holders Change %
-2.18%
% of All Funds
29.09%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
68
Increased
499
Reduced
417
Closed
80
Calls
$239M
Puts
$167M
Net Calls
+$72.4M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
401
Forester Capital Management
Illinois
$2.58M -$228K -4,538 -8%
V
402
Veritable
Delaware
$2.57M -$155K -3,087 -5%
DC
403
Davenport & Co
Virginia
$2.56M -$690K -13,769 -20%
BPC
404
Banque Pictet & Cie
Switzerland
$2.52M +$20.1K +400 +0.8%
PNAA
405
Pictet North America Advisors
Switzerland
$2.52M +$20.1K +400 +0.8%
MERSOM
406
Municipal Employees' Retirement System of Michigan
Michigan
$2.52M +$43.1K +860 +2%
IH
407
IFC Holdings
Florida
$2.5M +$305K +6,085 +13%
ERSOT
408
Employees Retirement System of Texas
Texas
$2.49M -$8.12M -162,000 -76%
AIL
409
AGF Investments LLC
Ontario, Canada
$2.48M +$193K +3,849 +8%
AWM
410
AE Wealth Management
Kansas
$2.47M -$287K -5,715 -10%
APFBOT
411
Amica Pension Fund Board of Trustees
Rhode Island
$2.47M +$677K +13,505 +35%
AIM
412
Anchor Investment Management
South Carolina
$2.46M -$19.4K -386 -0.7%
CCM
413
Cadence Capital Management
Massachusetts
$2.46M -$126K -2,523 -5%
MME
414
Meag Munich Ergo
Germany
$2.46M +$2.55M +50,931 New
ASN
415
Advisory Services Network
Georgia
$2.45M +$257K +5,125 +11%
DRS
416
Deane Retirement Strategies
Louisiana
$2.45M -$8.92K -178 -0.3%
BCM
417
Brookmont Capital Management
Texas
$2.44M -$299K -5,955 -10%
TF
418
Tompkins Financial
New York
$2.41M +$45.7K +911 +2%
EFS
419
Essex Financial Services
Connecticut
$2.37M -$235K -4,687 -9%
MCM
420
Maryland Capital Management
Maryland
$2.35M +$105K +2,086 +4%
SWP
421
Stratos Wealth Partners
Ohio
$2.33M +$43.2K +862 +2%
OI
422
Oakbrook Investments
Illinois
$2.32M -$105K -2,100 -4%
UB
423
UMB Bank
Missouri
$2.31M +$4.36K +87 +0.2%
CBTWT
424
Community Bank & Trust (Waco, Texas)
Texas
$2.28M +$1.85K +37 +0.1%
MM
425
Midas Management
New York
$2.27M