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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
Charles Schwab
26
Charles Schwab
California
$161M +$9.51M +189,752 +6%
EIP
27
Epoch Investment Partners
New York
$158M +$2.18M +43,448 +1%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$142M +$244K +4,859 +0.2%
TCIM
29
TIAA CREF Investment Management
New York
$140M +$832K +16,599 +0.6%
DPIM
30
Duff & Phelps Investment Management
Illinois
$131M -$35.1K -700 -0%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$123M +$2.94M +58,699 +2%
Renaissance Technologies
32
Renaissance Technologies
New York
$121M +$35.6M +709,400 +39%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$117M -$1.23M -24,600 -1%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$114M -$4.22M -84,211 -3%
APG Asset Management
35
APG Asset Management
Netherlands
$112M -$10.5M -209,300 -8%
PPA
36
Parametric Portfolio Associates
Washington
$105M +$24.5M +488,645 +29%
T
37
TOBAM
France
$99.9M +$3.51M +69,928 +3%
RJA
38
Raymond James & Associates
Florida
$95.1M -$33.8M -673,227 -25%
First Trust Advisors
39
First Trust Advisors
Illinois
$89.1M +$3.83M +76,428 +4%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$88.1M -$4.65M -92,797 -5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$87.8M -$25.8M -514,609 -22%
Two Sigma Investments
42
Two Sigma Investments
New York
$87.7M +$91.8M +1,831,613 New
CIM
43
Confluence Investment Management
Missouri
$86M +$5.76M +114,854 +7%
Canada Life
44
Canada Life
Manitoba, Canada
$84.3M -$22.6M -450,182 -20%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$83.1M +$6.84M +136,369 +9%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$82.8M +$1.11M +22,180 +1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$82.5M +$1.25M +24,911 +1%
TA
48
Teachers Advisors
New York
$81M +$4.12M +82,123 +5%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.3M -$1.71M -34,184 -2%
Asset Management One
50
Asset Management One
Japan
$78.5M +$3.29M +65,685 +4%