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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
KFA
651
Kays Financial Advisory
Georgia
$820K +$33.5K +668 +4%
WF
652
Welch & Forbes
Massachusetts
$818K +$352K +7,028 +70%
QSS
653
Quantitative Systematic Strategies
Florida
$814K -$1.12M -22,368 -57%
NSEDCP
654
NJ State Employees Deferred Compensation Plan
New Jersey
$814K
TCM
655
Twin Capital Management
Pennsylvania
$813K -$1.5K -30 -0.2%
AP
656
AHL Partners
United Kingdom
$813K +$325K +6,489 +62%
CSM
657
CAMG Solamere Management
North Carolina
$802K +$5.31K +106 +0.6%
CPA
658
Court Place Advisors
Maryland
$799K -$19.8K -395 -2%
PP
659
Palladium Partners
Virginia
$794K -$15K -300 -2%
BCP
660
Berkeley Capital Partners
Georgia
$790K -$32.2K -642 -4%
SFA
661
Stewardship Financial Advisors
Georgia
$787K -$185K -3,697 -18%
DP
662
Dearborn Partners
Illinois
$783K -$20.1K -400 -2%
PHIMC
663
Private Harbour Investment Management & Counsel
Ohio
$779K -$17.5K -350 -2%
PP
664
Patten & Patten
Tennessee
$769K +$201K +4,015 +33%
WG
665
Winton Group
United Kingdom
$769K +$805K +16,054 New
SJIM
666
St. Johns Investment Management
Florida
$766K +$4.51K +90 +0.6%
WCM
667
Windward Capital Management
California
$763K +$67.9K +1,354 +9%
WA
668
WFG Advisors
Texas
$762K -$501 -10 -0.1%
WSC
669
Wellington Shields & Co
New York
$759K +$2.61K +52 +0.3%
Cetera Investment Advisers
670
Cetera Investment Advisers
Illinois
$757K -$78.8K -1,572 -9%
HIC
671
Holderness Investments Company
North Carolina
$756K +$20.2K +402 +3%
RCAMU
672
Rothschild & Co Asset Management US
Connecticut
$755K +$33.5K +668 +4%
MCMT
673
Moon Capital Management (Tennessee)
Tennessee
$755K +$160K +3,200 +25%
HIMC
674
Heritage Investors Management Corp
Maryland
$744K -$10K -200 -1%
ATC
675
Adirondack Trust Company
New York
$743K -$17K -340 -2%