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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
HTC
776
Haverford Trust Company
Pennsylvania
$488K +$82.5K +1,645 +19%
CTA
777
Colonial Trust Advisors
South Carolina
$486K +$131K +2,616 +35%
DCM
778
Donaldson Capital Management
Indiana
$484K -$76.6K -1,528 -13%
ZCA
779
Zeke Capital Advisors
Pennsylvania
$483K +$106K +2,118 +27%
Simplex Trading
780
Simplex Trading
Illinois
$483K +$506K +10,089 New
FCAG
781
First Capital Advisors Group
New Jersey
$481K -$49.9K -995 -9%
UF
782
Univest Financial
Pennsylvania
$480K +$37K +737 +8%
BBP
783
Banco BTG Pactual
Brazil
$479K +$501K +10,000 New
AP
784
Appleton Partners
Massachusetts
$478K -$9.63K -192 -2%
Lido Advisors
785
Lido Advisors
California
$478K +$2.56K +51 +0.5%
BTIS
786
BB&T Investment Services
North Carolina
$473K -$98.1K -1,956 -17%
Mariner
787
Mariner
Kansas
$469K -$495K -9,873 -50%
Tudor Investment Corp
788
Tudor Investment Corp
Connecticut
$466K +$233K +4,640 +91%
OAM
789
Oppenheimer Asset Management
New York
$465K -$382K -7,625 -44%
BWL
790
Bogart Wealth LLC
Virginia
$464K +$48.9K +976 +11%
HSA
791
HBK Sorce Advisory
Pennsylvania
$457K -$66.9K -1,334 -12%
LA
792
Lau Associates
Delaware
$456K
PJSIMP
793
P.J. Schmidt Investment Management (PJS)
Wisconsin
$455K -$118K -2,350 -20%
CCA
794
Checchi Capital Advisers
California
$454K -$33.5K -669 -7%
MA
795
Montag & Associates
Georgia
$452K -$16.5K -329 -3%
PPSG
796
Princeton Portfolio Strategies Group
New Jersey
$451K -$9.98K -199 -2%
LW
797
Linscomb Wealth
Texas
$450K -$59.8K -1,193 -11%
MHIC
798
Marble Harbor Investment Counsel
Massachusetts
$450K -$25.1K -500 -5%
MIH
799
Madison Investment Holdings
Wisconsin
$450K +$471K +9,390 New
BB
800
Busey Bank
Illinois
$449K +$251 +5 +0.1%