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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
MWAC
751
Mariner Wealth Advisors (Cincinnati)
Ohio
$535K +$132K +2,640 +31%
PAM
752
Palisade Asset Management
Minnesota
$530K
GSBTD
753
Glenview State Bank Trust Department
Illinois
$528K -$5.01K -100 -0.9%
Group One Trading
754
Group One Trading
Illinois
$525K +$40.1K +800 +8%
GAM
755
Gotham Asset Management
New York
$525K +$193K +3,842 +54%
CTA
756
Chesley Taft & Associates
Illinois
$524K
BO
757
Bank OZK
Arkansas
$523K +$19.1K +380 +4%
BTNA
758
Bremer Trust National Association
Minnesota
$522K -$24.9K -496 -4%
CFD
759
Creative Financial Designs
Indiana
$514K +$41.4K +826 +8%
AOWM
760
Alpha Omega Wealth Management
Virginia
$512K -$53K -1,057 -9%
CC
761
Cadinha & Co
Hawaii
$512K
FFBTD
762
First Financial Bank - Trust Division
Ohio
$509K +$106K +2,120 +25%
BBHC
763
Brown Brothers Harriman & Co
New York
$508K +$39.2K +782 +8%
BCM
764
Bienville Capital Management
New York
$507K +$602 +12 +0.1%
ATC
765
Argent Trust Co
Tennessee
$506K +$43.5K +868 +9%
SIG
766
Schaller Investment Group
North Carolina
$505K
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$503K +$12.4K +248 +2%
WTB
768
Washington Trust Bank
Washington
$502K -$24.9K -497 -5%
CS
769
Comerica Securities
Michigan
$497K -$161K -3,219 -24%
ABTD
770
Arvest Bank Trust Division
Oklahoma
$497K +$299K +5,965 +135%
Teacher Retirement System of Texas
771
Teacher Retirement System of Texas
Texas
$496K +$5.71K +114 +1%
HFM
772
Hartford Financial Management
Connecticut
$494K +$752 +15 +0.1%
CIM
773
Cetera Investment Management
California
$490K -$100K -2,004 -16%
TCM
774
Texan Capital Management
Texas
$490K
SCM
775
Southport Capital Management
Tennessee
$488K -$16.3K -326 -3%