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Southern Company

1,133 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, 479 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: 1,1491,133 (-16)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
1,133
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 +$429M
2 +$232M
3 +$193M
4
Wells Fargo
Wells Fargo
California
+$108M
5
LC
LNZ Capital
New York
+$90.3M

Top Sellers

1 -$260M
2 -$85.7M
3 -$49.2M
4
Morgan Stanley
Morgan Stanley
New York
-$45.4M
5
N
Nuveen
North Carolina
-$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
701
$662K
702
$662K
703
$661K
704
$661K
705
$658K
706
$655K
707
$655K
708
$650K
709
$645K
710
$638K
711
$637K
712
$635K
713
$635K
714
$634K
715
$631K
716
$626K
717
$622K
718
$621K
719
$614K
720
$605K
721
$605K
722
$600K
723
$600K
724
$597K
725
$591K