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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
FM
926
Foster & Motley
Ohio
$286K -$168K -3,347 -36%
DAC
927
Dividend Assets Capital
South Carolina
$285K -$18.3K -365 -6%
SFG
928
StrategIQ Financial Group
Indiana
$283K +$32.2K +643 +12%
GA
929
Geneva Advisors
Illinois
$282K -$22.9K -456 -7%
CCM
930
Covington Capital Management
California
$282K
GHAM
931
Gilman Hill Asset Management
Connecticut
$279K -$37.6K -750 -11%
GP
932
Girard Partners
Pennsylvania
$276K -$20.2K -402 -7%
FCB
933
First Command Bank
Texas
$276K +$3.76K +75 +1%
FCFS
934
First Command Financial Services
Texas
$276K +$3.76K +75 +1%
PWSG
935
Pacific Wealth Strategies Group
California
$275K -$20.3K -404 -7%
CCT
936
Capital City Trust
Florida
$275K +$288K +5,750 New
FANJ
937
Financial Architects (New Jersey)
New Jersey
$273K -$26.5K -529 -8%
QI
938
Quotient Investors
New York
$271K
GLRA
939
Gerald L. Ray & Associates
Texas
$268K
PAA
940
Peregrine Asset Advisers
Oregon
$263K
CCT
941
Country Club Trust
Missouri
$262K -$22.6K -450 -8%
TRCT
942
Tower Research Capital (TRC)
New York
$260K -$42.8K -854 -14%
BFG
943
Barber Financial Group
Kansas
$259K +$18.8K +375 +7%
PCM
944
Penserra Capital Management
California
$258K +$38.6K +770 +17%
CCM
945
Crossvault Capital Management
Texas
$257K
GEA
946
Glen Eagle Advisors
New Jersey
$256K +$17.5K +350 +7%
WEC
947
Winslow Evans & Crocker
Massachusetts
$254K +$109K +2,181 +71%
WA
948
WealthTrust Axiom
Pennsylvania
$253K -$4.01K -80 -1%
VAM
949
Verity Asset Management
North Carolina
$250K
TWA
950
TCI Wealth Advisors
Arizona
$250K +$23.4K +466 +10%