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
ZIC
501
ZWJ Investment Counsel
Georgia
$1.64M -$1.34M -26,653 -44%
SS
502
Simplicity Solutions
Minnesota
$1.63M -$171K -3,418 -9%
ACM
503
Azimuth Capital Management
Michigan
$1.63M -$501 -10 -0%
SM
504
Sciencast Management
New Jersey
$1.62M +$846K +16,877 +99%
HKIM
505
Hayek Kallen Investment Management
Alabama
$1.61M -$10.2K -204 -0.6%
FTIOP
506
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.61M +$467K +9,314 +38%
VV
507
Verity & Verity
South Carolina
$1.58M +$86.5K +1,725 +5%
SCM
508
Schnieders Capital Management
California
$1.58M +$164K +3,270 +11%
AIA
509
Armor Investment Advisors
North Carolina
$1.58M +$55.5K +1,107 +3%
LS
510
Livforsakringsbolaget Skandia
Sweden
$1.57M
CG
511
Cutler Group
California
$1.57M +$435K +8,683 +36%
TCM
512
Telos Capital Management
California
$1.56M +$43.4K +865 +3%
CFA
513
Carroll Financial Associates
North Carolina
$1.56M +$139K +2,770 +9%
NLI
514
Nippon Life Insurance
Japan
$1.55M +$9.58K +191 +0.6%
JWBC
515
J.W. Burns & Co
New York
$1.54M +$39.2K +781 +2%
FMBTD
516
First Midwest Bank Trust Division
Illinois
$1.52M -$76.5K -1,525 -5%
BW
517
Bison Wealth
Georgia
$1.51M -$122K -2,442 -7%
NA
518
NewEdge Advisors
Louisiana
$1.51M +$30.7K +612 +2%
MCM
519
Murphy Capital Management
New Jersey
$1.5M -$3.06K -61 -0.2%
NBC
520
Neuberger Berman Canada
Ontario, Canada
$1.5M +$419K +8,363 +37%
WS
521
Wedbush Securities
California
$1.49M -$27.5K -549 -2%
DIP
522
DT Investment Partners
Pennsylvania
$1.47M +$248K +4,938 +19%
Brown Advisory
523
Brown Advisory
Maryland
$1.47M +$16.8K +335 +1%
ECM
524
ETrade Capital Management
Virginia
$1.47M -$1.43M -28,596 -48%
LP
525
LMR Partners
United Kingdom
$1.46M +$998K +19,897 +187%