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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
GC
851
Grimes & Company
Massachusetts
$373K
SAM
852
Silvercrest Asset Management
New York
$369K +$4.11K +82 +1%
IP
853
Isthmus Partners
Wisconsin
$368K -$18.4K -366 -5%
RIA
854
Regal Investment Advisors
Michigan
$368K -$15.7K -313 -4%
AWA
855
Arete Wealth Advisors
Illinois
$368K +$28.5K +568 +8%
HCMNY
856
Howard Capital Management (New York)
New York
$367K +$4.16K +83 +1%
DCM
857
Dynamic Capital Management
Jersey
$366K +$383K +7,643 New
SSB
858
Sandy Spring Bank
Maryland
$365K -$15.6K -312 -4%
OWP
859
Obermeyer Wealth Partners
Colorado
$363K +$25.1K +500 +7%
CICI
860
Capital Investment Counsel Inc
North Carolina
$362K -$4.11K -82 -1%
BWM
861
BerganKDV Wealth Management
Minnesota
$361K +$50 +1 +0%
DWT
862
Dorsey & Whitney Trust
South Dakota
$361K +$41.4K +826 +12%
ISL
863
Ingalls & Snyder LLC
New York
$360K
MCM
864
Maple Capital Management
Vermont
$360K
GWM
865
GSB Wealth Management
Connecticut
$358K
IC
866
Intersect Capital
California
$358K +$173K +3,448 +86%
DAS
867
Dynamic Advisor Solutions
Arizona
$357K -$14.4K -288 -4%
SL
868
Summitry LLC
California
$357K
Pzena Investment Management
869
Pzena Investment Management
New York
$357K +$26.9K +536 +8%
MSAM
870
Moloney Securities Asset Management
Missouri
$355K -$14.7K -294 -4%
AB
871
Atlas Brown
Kentucky
$354K -$11.7K -233 -3%
FHA
872
Flagship Harbor Advisors
Massachusetts
$354K -$9.28K -185 -2%
SIC
873
Shoker Investment Counsel
Ohio
$351K +$13K +259 +4%
IB
874
Intrust Bank
Kansas
$349K -$39.9K -795 -10%
PIA
875
Peachtree Investment Advisors
Georgia
$347K +$44.1K +880 +14%