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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
CAM
801
Congress Asset Management
Massachusetts
$444K -$10K -200 -2%
KFC
802
Klingenstein Fields & Co
New York
$444K
BMC
803
Benin Management Corp
Connecticut
$444K +$8.32K +166 +2%
AHB
804
Abner Herrman & Brock
New Jersey
$438K
MIM
805
Marco Investment Management
Georgia
$436K
MGIA
806
Moneta Group Investment Advisors
Missouri
$436K +$212K +4,220 +86%
PIM
807
Penobscot Investment Management
Massachusetts
$435K -$8.52K -170 -2%
OPCM
808
Osborne Partners Capital Management
California
$433K +$42.1K +840 +10%
DJSG
809
D.J. St. Germain
Massachusetts
$433K +$43.1K +860 +11%
YIA
810
YHB Investment Advisors
Connecticut
$432K -$5.26K -105 -1%
HWM
811
Holloway Wealth Management
Florida
$432K
CK
812
Cohen Klingenstein
New York
$431K
SFG
813
Sather Financial Group
Texas
$431K +$451K +9,000 New
AIM
814
Achmea Investment Management
Netherlands
$428K -$2.15M -42,860 -83%
CB
815
Community Bank
New York
$422K
WAM
816
Wealthspire Advisors (Maryland)
Maryland
$422K +$110K +2,203 +33%
MFW
817
Mosaic Family Wealth
Missouri
$421K +$10.2K +203 +2%
Members Trust
818
Members Trust
Florida
$420K
MMG
819
Monetary Management Group
Missouri
$420K
MBT
820
Montecito Bank & Trust
California
$417K +$48.9K +976 +13%
CT
821
Clearstead Trust
Maine
$417K +$78.5K +1,565 +14%
IAMOG
822
Investors Asset Management of Georgia
Georgia
$414K
CIAS
823
Capital Investment Advisory Services
North Carolina
$412K +$22.8K +454 +6%
HS
824
HighVista Strategies
Massachusetts
$412K +$431K +8,600 New
SFG
825
Summit Financial Group
West Virginia
$411K +$430K +8,582 New