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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
JIC
601
Johnson Investment Counsel
Ohio
$1.02M -$34.5K -688 -3%
AA
602
Ancora Advisors
Ohio
$1M +$21.4K +426 +2%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$1M +$149K +2,975 +17%
NC
604
NewSquare Capital
Pennsylvania
$998K +$63.1K +1,258 +6%
HH
605
Hilltop Holdings
Texas
$995K -$323K -6,434 -24%
IIM
606
Ipswich Investment Management
Massachusetts
$994K +$15K +300 +1%
TG
607
TCW Group
California
$987K -$584K -11,645 -36%
Mackenzie Financial
608
Mackenzie Financial
Ontario, Canada
$980K +$119K +2,376 +13%
AWA
609
ARS Wealth Advisors
Florida
$978K +$2K +40 +0.2%
SAM
610
SignalPoint Asset Management
Missouri
$972K +$3.96K +79 +0.4%
BHWM
611
Bar Harbor Wealth Management
New Hampshire
$964K -$401 -8 -0%
OIA
612
Optimum Investment Advisors
Illinois
$960K +$108K +2,152 +12%
GBT
613
Grove Bank & Trust
Florida
$953K -$28.8K -574 -3%
LIA
614
LBMC Investment Advisors
Tennessee
$947K +$7.92K +158 +0.8%
AC
615
Abbrea Capital
California
$945K -$17.5K -350 -2%
ST
616
Somerset Trust
Pennsylvania
$945K +$27.3K +544 +3%
CA
617
CapWealth Advisors
Tennessee
$944K +$65.9K +1,315 +7%
BFC
618
Blue Fin Capital
Rhode Island
$939K -$26.8K -535 -3%
SG
619
StoneX Group
New York
$939K +$463K +9,232 +89%
KA
620
Kovack Advisors
Florida
$927K +$14.9K +298 +2%
FT
621
Fiduciary Trust
Massachusetts
$919K +$8.42K +168 +0.9%
AP
622
Advisor Partners
California
$916K +$172K +3,434 +22%
DG
623
Davidson & Garrard
Virginia
$911K -$7.52K -150 -0.8%
CCM
624
Cohen Capital Management
California
$910K
CP
625
Camelot Portfolios
Ohio
$908K -$19.6K -390 -2%