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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
501
$1.61M
502
$1.6M
503
$1.59M
504
$1.59M
505
$1.59M
506
$1.58M
507
$1.56M
508
$1.56M
509
$1.56M
510
$1.54M
511
$1.54M
512
$1.54M
513
$1.53M
514
$1.52M
515
$1.52M
516
$1.51M
517
$1.5M
518
$1.48M
519
$1.47M
520
$1.46M
521
$1.46M
522
$1.45M
523
$1.44M
524
$1.44M
525
$1.43M