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
RBC
626
Ronald Blue & Co
Georgia
$908K +$113K +2,245 +13%
APP
627
Avantax Planning Partners
Iowa
$907K +$135K +2,694 +17%
DZ Bank
628
DZ Bank
Germany
$905K
ACS
629
Archford Capital Strategies
Illinois
$901K +$13.7K +273 +1%
ACP
630
Aviance Capital Partners
Florida
$891K +$4.01K +80 +0.4%
NIPH
631
NN Investment Partners Holdings
Netherlands
$888K +$21.6K +431 +2%
AF
632
Aldebaran Financial
$882K +$55.1K +1,100 +6%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$879K -$31.1K -620 -3%
EHWM
634
Eads & Heald Wealth Management
Georgia
$879K +$20.5K +409 +2%
SEC
635
Seven Eight Capital
New York
$878K -$446K -8,900 -33%
MSS
636
Mitchell Sinkler & Starr
Pennsylvania
$877K -$122K -2,425 -12%
SHCM
637
Stokes & Hubbell Capital Management
Louisiana
$876K +$89.4K +1,784 +11%
FIM
638
Freedom Investment Management
Connecticut
$875K +$18.4K +367 +2%
OWD
639
Osborn Williams & Donohoe
Ohio
$873K +$5.01K +100 +0.6%
RCAG
640
Rehmann Capital Advisory Group
Michigan
$866K -$222K -4,432 -20%
GCA
641
Gideon Capital Advisors
New York
$865K +$906K +18,065 New
PTC
642
Private Trust Company
Ohio
$861K +$29.7K +593 +3%
SA
643
SRH Advisors
Kansas
$860K
BFA
644
Benedict Financial Advisors
Georgia
$857K +$14.6K +291 +2%
CA
645
Continuum Advisory
Idaho
$856K +$3.36K +67 +0.4%
RCA
646
Rowland Carmichael Advisors
Arizona
$851K +$64.1K +1,278 +8%
WI
647
WrapManager Inc
California
$842K -$732K -14,594 -45%
VC
648
Vicus Capital
Pennsylvania
$834K +$50.3K +1,003 +6%
DAM
649
Delta Asset Management
Tennessee
$825K +$3.76K +75 +0.4%
ST
650
Spinnaker Trust
Maine
$822K +$438K +8,734 +104%