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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
SDIC
901
South Dakota Investment Council
South Dakota
$311K -$45.6K -910 -12%
FFC
902
First Financial Corp
Indiana
$310K
MHIM
903
MacNealy Hoover Investment Management
Ohio
$309K -$4.01K -80 -1%
SAM
904
Summit Asset Management
Tennessee
$308K
SWA
905
SFMG Wealth Advisors
Texas
$308K +$1.45K +29 +0.5%
SWM
906
SVA Wealth Management
Wisconsin
$307K -$2K -40 -0.6%
AWCI
907
Alpine Woods Capital Investors
New York
$306K -$15K -300 -4%
WT
908
Washington Trust
Rhode Island
$306K +$8.77K +175 +3%
CBU
909
CIBC Bank USA
Illinois
$305K +$320K +6,375 New
BAS
910
Brown Advisory Securities
Maryland
$303K +$12.1K +242 +4%
MSFP
911
Mark Sheptoff Financial Planning
Connecticut
$302K -$431K -8,589 -58%
EB
912
Eastern Bank
Massachusetts
$301K
UBWV
913
United Bank (West Virginia)
West Virginia
$301K
MWM
914
Mission Wealth Management
California
$301K +$11.7K +233 +4%
KSA
915
Ken Stern & Associates
California
$300K +$16K +319 +5%
BHBT
916
Burke & Herbert Bank & Trust
Virginia
$299K
GRP
917
Global Retirement Partners
California
$299K +$34.1K +681 +12%
First Manhattan
918
First Manhattan
New York
$297K -$50 -1 -0%
MC
919
Middleton & Co
Massachusetts
$296K -$45.1K -900 -13%
BC
920
Banced Corp
Illinois
$296K
PG
921
Patten Group
Tennessee
$294K +$90.2K +1,800 +43%
BCM
922
Becker Capital Management
Oregon
$293K +$307K +6,114 New
KI
923
Koch Industries
Kansas
$289K +$303K +6,035 New
GCMG
924
Gyroscope Capital Management Group
Florida
$288K +$34.6K +691 +13%
SCM
925
Salem Capital Management
Massachusetts
$287K