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Southern Company

1,134 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, 480 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: 1,1501,134 (-16)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
1,134
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 +$440M
2 +$238M
3 +$198M
4
Wells Fargo
Wells Fargo
California
+$111M
5
LC
LNZ Capital
New York
+$92.7M

Top Sellers

1 -$267M
2 -$88M
3 -$50.5M
4
Morgan Stanley
Morgan Stanley
New York
-$46.6M
5
N
Nuveen
North Carolina
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
726
$591K
727
$589K
728
$585K
729
$584K
730
$582K
731
$580K
732
$577K
733
$574K
734
$572K
735
$566K
736
$564K
737
$559K
738
$559K
739
$546K
740
$545K
741
$545K
742
$545K
743
$542K
744
$542K
745
$541K
746
$541K
747
$537K
748
$533K
749
$531K
750
$531K