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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
BMO
726
Beck Mack & Oliver
New York
$584K
RMA
727
Roffman Miller Associates
Pennsylvania
$581K -$90.4K -1,803 -13%
SMC
728
Smith, Moore & Co
Missouri
$581K -$18.9K -377 -3%
BBNB
729
Baker Boyer National Bank
Washington
$581K +$31.6K +630 +5%
PAG
730
Pinnacle Advisory Group
Maryland
$575K +$14.7K +294 +3%
MIAN
731
Mariner Independent Advisor Network
Kansas
$575K +$603K +12,019 New
RP
732
Rowlandmiller & Partners
Georgia
$571K +$1.2K +24 +0.2%
BC
733
Burney Company
Virginia
$569K -$115K -2,296 -16%
GLA
734
Good Life Advisors
Pennsylvania
$566K -$43K -858 -7%
SSWM
735
Sheets Smith Wealth Management
North Carolina
$564K +$6.67K +133 +1%
BA
736
Boston Advisors
Massachusetts
$562K -$110K -2,195 -16%
SCCM
737
Schafer Cullen Capital Management
New York
$561K
BTW
738
Boston Trust Walden
Massachusetts
$561K +$101K +2,016 +21%
SBSB
739
Sullivan, Bruyette, Speros & Blaney
Virginia
$555K +$5.06K +101 +0.9%
SW
740
SVB Wealth
Massachusetts
$555K +$62.7K +1,251 +12%
FHA
741
First Horizon Advisors
Tennessee
$547K -$139K -2,773 -20%
CG
742
CFO4Life Group
Texas
$544K +$10.6K +212 +2%
GAMC
743
Garner Asset Management Corp
Texas
$543K +$569K +11,348 New
LOAME
744
Lombard Odier Asset Management (Europe)
United Kingdom
$541K
BAC
745
Boys Arnold & Co
North Carolina
$540K -$19.2K -382 -3%
PL
746
Perpetual Ltd
Australia
$540K +$45.1K +900 +9%
PWLP
747
Prio Wealth Limited Partnership
Massachusetts
$538K -$25.1K -500 -4%
SCM
748
Shelton Capital Management
Colorado
$537K -$10.1K -202 -2%
CBT
749
Capital Bank & Trust
California
$537K +$562K +11,210 New
CIM
750
CIM Investment Management
Pennsylvania
$536K -$9.43K -188 -2%