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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
LNC
526
Lincoln National Corp
Pennsylvania
$1.46M +$56.5K +1,126 +4%
NHC
527
Nicholas Hoffman & Company
Georgia
$1.46M +$67.1K +1,338 +5%
AW
528
ACG Wealth
Georgia
$1.46M +$205K +4,094 +16%
ANRIA
529
American National Registered Investment Advisor
Texas
$1.45M -$1.25K -25 -0.1%
BL
530
BFSG LLC
California
$1.45M +$2.76K +55 +0.2%
LWAC
531
Laurel Wealth Advisors (California)
California
$1.44M +$2.41K +48 +0.2%
BA
532
Bennicas & Associates
California
$1.43M
WA
533
Waverly Advisors
Alabama
$1.42M -$1.5K -30 -0.1%
W
534
Wealthfront
California
$1.42M +$88.8K +1,771 +6%
CCT
535
Chemung Canal Trust
New York
$1.4M -$1.18M -23,616 -45%
Jane Street
536
Jane Street
New York
$1.38M +$1.45M +28,828 New
MNBTD
537
Moody National Bank Trust Division
Texas
$1.38M
DE
538
Day & Ennis
Georgia
$1.36M +$15.8K +316 +1%
NAM
539
NTV Asset Management
West Virginia
$1.34M +$201 +4 +0%
NI
540
Numeric Investors
Massachusetts
$1.34M -$75.2K -1,500 -5%
AFS
541
Access Financial Services
Minnesota
$1.33M +$102K +2,032 +8%
CNBT
542
Canandaigua National Bank & Trust
New York
$1.32M -$23K -459 -2%
PFSC
543
Peoples Financial Services Corp
Pennsylvania
$1.31M +$10K +200 +0.7%
IC
544
Investment Counsel
Michigan
$1.31M +$57.7K +1,150 +4%
II
545
IFM Investors
Australia
$1.31M +$381K +7,598 +38%
KIA
546
KCM Investment Advisors
California
$1.31M -$356K -7,100 -21%
IRF
547
IBM Retirement Fund
New York
$1.31M +$669K +13,344 +121%
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.3M +$22.1K +441 +2%
OIM
549
Opus Investment Management
Massachusetts
$1.28M -$2.52M -50,200 -65%
GLA
550
Great Lakes Advisors
Illinois
$1.28M +$819K +16,331 +156%