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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
801
$435K
802
$435K
803
$435K
804
$434K
805
$434K
806
$433K
807
$431K
808
$431K
809
$430K
810
$430K
811
$429K
812
$429K
813
$428K
814
$426K
815
$424K
816
$418K
817
$416K
818
$412K
819
$410K
820
$409K
821
$409K
822
$408K
823
$408K
824
$400K
825
$397K