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Southern Company

1,134 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 480 increasing their positions, 416 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

7% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 60

1% less funds holding

Funds holding: 1,1501,134 (-16)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
1,134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$246M
Puts
$184M
Net Calls
Net Calls Change

Top Buyers

1 +$440M
2 +$238M
3 +$198M
4
Wells Fargo
Wells Fargo
California
+$111M
5
LC
LNZ Capital
New York
+$92.7M

Top Sellers

1 -$267M
2 -$88M
3 -$50.5M
4
Morgan Stanley
Morgan Stanley
New York
-$46.6M
5
N
Nuveen
North Carolina
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$2.39M
427
$2.38M
428
$2.38M
429
$2.38M
430
$2.36M
431
$2.34M
432
$2.31M
433
$2.29M
434
$2.29M
435
$2.26M
436
$2.26M
437
$2.25M
438
$2.24M
439
$2.19M
440
$2.18M
441
$2.17M
442
$2.17M
443
$2.15M
444
$2.15M
445
$2.14M
446
$2.14M
447
$2.13M
448
$2.13M
449
$2.13M
450
$2.13M