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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
751
$528K
752
$527K
753
$526K
754
$525K
755
$525K
756
$525K
757
$517K
758
$514K
759
$510K
760
$505K
761
$504K
762
$500K
763
$500K
764
$495K
765
$494K
766
$494K
767
$494K
768
$494K
769
$493K
770
$492K
771
$488K
772
$487K
773
$486K
774
$484K
775
$476K