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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
FI
826
FormulaFolio Investments
Michigan
$409K -$140K -2,783 -25%
BWP
827
Baldwin Wealth Partners
Massachusetts
$407K
RA
828
Rational Advisors
New York
$407K +$426K +8,500 New
AAM
829
Autus Asset Management
Arizona
$405K -$15K -300 -3%
HVIA
830
Hudson Valley Investment Advisors
New York
$405K
MAA
831
Mraz Amerine & Associates
California
$405K
PI
832
PineBridge Investments
New York
$404K +$423K +8,444 New
TCOT
833
Trust Company of Toledo
Ohio
$402K
PA
834
Probity Advisors
Texas
$401K
SBL
835
Sargent Bickham Lagudis
Colorado
$401K +$13.3K +266 +3%
BSW
836
Buckingham Strategic Wealth
Missouri
$400K +$115K +2,293 +38%
FWM
837
Frontier Wealth Management
Missouri
$398K +$50 +1 +0%
Lazard Asset Management
838
Lazard Asset Management
New York
$397K
AF
839
Allworth Financial
California
$392K +$602 +12 +0.1%
SI
840
SII Investments
Wisconsin
$391K -$147K -2,934 -27%
KL
841
Kinsight LLC
Alabama
$391K -$95.9K -1,913 -19%
SCI
842
Stableford Capital II
Arizona
$388K +$20.1K +401 +5%
LBC
843
Lowe Brockenbrough & Co
Virginia
$384K
VCM
844
Violich Capital Management
California
$382K
TSW
845
Thompson Siegel & Walmsley
Virginia
$381K -$59.9K -1,195 -13%
CT
846
Cambridge Trust
Massachusetts
$380K -$90.2K -1,800 -18%
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$380K -$18.8K -374 -4%
BIM
848
Bridges Investment Management
Nebraska
$376K
ARMT
849
Amica Retiree Medical Trust
Rhode Island
$376K +$104K +2,073 +36%
BRWA
850
B. Riley Wealth Advisors
Florida
$375K -$36.1K -721 -8%