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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
601
$1.03M
602
$1.03M
603
$1.03M
604
$1.02M
605
$1.02M
606
$1.01M
607
$999K
608
$998K
609
$990K
610
$989K
611
$979K
612
$976K
613
$975K
614
$970K
615
$965K
616
$960K
617
$960K
618
$958K
619
$954K
620
$951K
621
$941K
622
$941K
623
$939K
624
$934K
625
$934K