We are live on ! Find out more
SO icon

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
NGA
451
Naples Global Advisors
Florida
$2.06M +$128K +2,562 +6%
HHC
452
Hutchin Hill Capital
New York
$2.05M +$1.65M +33,000 +337%
HW
453
Hancock Whitney
Mississippi
$2.04M +$10.7K +213 +0.5%
SFG
454
SNS Financial Group
Minnesota
$2.04M -$187K -3,723 -8%
SPIA
455
Steward Partners Investment Advisory
New York
$2.02M +$387K +7,727 +22%
RWM
456
Rench Wealth Management
Texas
$2.01M -$953 -19 -0%
BCCM
457
Bridge Creek Capital Management
Massachusetts
$2M +$10.8K +215 +0.5%
FLI
458
Family Legacy Inc
South Carolina
$1.98M -$1.25K -25 -0.1%
SFP
459
Shepherd Financial Partners
Massachusetts
$1.97M -$171K -3,411 -8%
NIMI
460
Natixis Investment Managers International
France
$1.97M -$2.49M -49,650 -55%
MWM
461
Marietta Wealth Management
Georgia
$1.97M +$117K +2,328 +6%
DIA
462
Dean Investment Associates
Ohio
$1.96M +$84.5K +1,685 +4%
CP
463
Corbenic Partners
Pennsylvania
$1.96M -$189K -3,770 -8%
DCM
464
Dupont Capital Management
Delaware
$1.95M -$93.6K -1,867 -4%
GIP
465
Greatmark Investment Partners
Georgia
$1.95M
UBG
466
United Bank (Georgia)
Georgia
$1.95M +$154K +3,081 +8%
CCM
467
Catawba Capital Management
Virginia
$1.93M +$6.12K +122 +0.3%
LFAS
468
Level Four Advisory Services
Texas
$1.93M -$1K -20 -0.1%
PS
469
Pensionfund Sabic
Netherlands
$1.91M
HWA
470
Heritage Way Advisors
Illinois
$1.89M +$148K +2,951 +8%
SBIA
471
Sheaff Brock Investment Advisors
Indiana
$1.87M -$381K -7,608 -16%
PCM
472
Parsons Capital Management
Rhode Island
$1.86M +$15.9K +317 +0.8%
FG
473
Fiduciary Group
Georgia
$1.86M +$35K +698 +2%
CIM
474
Cambria Investment Management
California
$1.85M +$1.94M +38,704 New
OMCS
475
Old Mutual Customised Solutions
South Africa
$1.85M -$85.2K -1,700 -4%