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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
AT
701
Arden Trust
Delaware
$664K -$80.8K -1,612 -10%
MAM
702
Mastrapasqua Asset Management
Tennessee
$664K +$21.3K +425 +3%
FTC
703
Farmers Trust Company
Ohio
$660K -$12.5K -250 -2%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$654K +$43K +857 +7%
FIM
705
Frontier Investment Management
Texas
$646K +$48.8K +974 +8%
CSIC
706
Clifford Swan Investment Counsel
California
$638K
BBA
707
BLB&B Advisors
Pennsylvania
$632K
MCM
708
McMillion Capital Management
North Carolina
$622K +$50.1K +1,000 +8%
RIM
709
Rampart Investment Management
Connecticut
$622K +$516K +10,284 +381%
CCP
710
Clarkston Capital Partners
Michigan
$621K +$19.6K +390 +3%
FC
711
Forte Capital
New York
$618K +$56.4K +1,125 +10%
CM
712
Cornerstone Management
Georgia
$618K -$5.37K -107 -0.8%
Mirae Asset Global Investments
713
Mirae Asset Global Investments
South Korea
$616K -$46.6K -929 -7%
BIC
714
Bridges Investment Counsel
Nebraska
$616K +$109K +2,175 +20%
FWIA
715
Fort Washington Investment Advisors
Ohio
$614K +$369K +7,369 +135%
ANI
716
American National Insurance
Texas
$612K
EWM
717
Evercore Wealth Management
New York
$607K -$304K -6,061 -32%
RB
718
Rodgers Brothers
Pennsylvania
$606K -$190K -3,783 -23%
BI
719
Boulegeris Investments
Georgia
$606K +$17.5K +350 +3%
FDS
720
First Dallas Securities
Texas
$601K -$15K -300 -2%
VanEck Associates
721
VanEck Associates
New York
$596K -$353K -7,043 -36%
SLF
722
Sun Life Financial
Ontario, Canada
$595K +$609K +12,149 +4,339%
AL
723
Aspiriant LLC
California
$593K -$66K -1,317 -10%
PFS
724
Physicians Financial Services
North Carolina
$587K -$10K -200 -2%
PG
725
PEAK6 Group
Illinois
$585K +$613K +12,221 New