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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
TFA
426
Transamerica Financial Advisors
Florida
$2.27M +$4.26K +85 +0.2%
MBTD
427
Mechanics Bank - Trust Department
California
$2.26M -$15K -300 -0.6%
BCP
428
Blue Chip Partners
Michigan
$2.26M +$68.4K +1,364 +3%
GL
429
GLG LLC
New York
$2.25M -$273K -5,450 -10%
WSTAM
430
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M -$120K -2,389 -5%
S
431
SignatureFD
Georgia
$2.24M +$26.9K +537 +1%
FB
432
Fulton Bank
Pennsylvania
$2.23M -$741K -14,778 -24%
CHC
433
City Holding Co
West Virginia
$2.22M +$150K +2,999 +7%
SSWM
434
Smith Salley Wealth Management
North Carolina
$2.22M +$39.2K +782 +2%
JWM
435
Jackson Wealth Management
Florida
$2.2M +$466K +9,298 +26%
GJIC
436
Gamble Jones Investment Counsel
California
$2.16M +$55.8K +1,113 +3%
BUB
437
BBVA USA Bancshares
Texas
$2.16M +$47.9K +955 +2%
NB
438
NBT Bank
New York
$2.14M -$10K -200 -0.4%
JMPWA
439
JP Morgan Private Wealth Advisors
California
$2.13M -$388K -7,730 -15%
HPC
440
HM Payson & Co
Maine
$2.13M -$218K -4,340 -9%
RVM
441
Robinson Value Management
Texas
$2.12M +$2.22M +44,213 New
CCM
442
CrestPoint Capital Management
Missouri
$2.11M -$95.3K -1,900 -4%
CIC
443
Carnegie Investment Counsel
Ohio
$2.1M +$121K +2,405 +6%
NI
444
Nepsis Inc
Minnesota
$2.1M +$70.6K +1,408 +3%
RFA
445
Reilly Financial Advisors
California
$2.09M +$128K +2,555 +6%
MF
446
Magnetar Financial
Illinois
$2.09M +$1.52M +30,414 +231%
GIA
447
GHP Investment Advisors
Colorado
$2.08M +$340K +6,781 +18%
NPC
448
National Planning Corporation
California
$2.08M +$154K +3,081 +8%
ED
449
Exane Derivatives
France
$2.08M -$709K -14,142 -25%
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
$2.07M -$12.6M -251,672 -85%