We are live on ! Find out more
SO icon

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
FCBT
951
First Citizens Bank & Trust
North Carolina
$249K -$11.4K -227 -4%
IFB
952
iAB Financial Bank
Indiana
$247K -$85.2K -1,700 -25%
SCA
953
Stonebridge Capital Advisors
Minnesota
$247K -$5.37K -107 -2%
Fisher Asset Management
954
Fisher Asset Management
Washington
$244K -$125K -2,499 -33%
HDIM
955
Hanson & Doremus Investment Management
Vermont
$244K +$20.1K +400 +9%
BRC
956
Bell Rock Capital
Delaware
$244K +$160K +3,200 +167%
IC
957
Inverness Counsel
New York
$243K
FHC
958
First Heartland Consultants
Missouri
$242K -$23.7K -473 -9%
AIA
959
Allegis Investment Advisors
Idaho
$242K -$18K -359 -7%
Jones Financial Companies
960
Jones Financial Companies
Missouri
$241K -$58.6K -1,168 -19%
HT
961
HighTower Trust
Texas
$239K
LWCFA
962
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K
Koshinski Asset Management
963
Koshinski Asset Management
Illinois
$238K -$12.3K -245 -5%
OSNBOA
964
Old Second National Bank of Aurora
Illinois
$238K
OIA
965
OneDigital Investment Advisors
Kansas
$238K +$249K +4,976 New
CCM
966
Compton Capital Management
Rhode Island
$237K
CCB
967
Cutter & Co Brokerage
Missouri
$237K +$201 +4 +0.1%
KPCM
968
Kings Point Capital Management
New York
$237K +$23.8K +475 +11%
GI
969
Gradient Investments
Minnesota
$236K -$22K -439 -8%
BBI
970
Baxter Bros Inc
Connecticut
$235K
RMCM
971
Reynders McVeigh Capital Management
Massachusetts
$234K
RCM
972
RNC Capital Management
California
$233K -$2.66K -53 -1%
AAP
973
Arax Advisory Partners
Colorado
$233K +$1.15K +23 +0.5%
BIG
974
Bellwether Investment Group
Tennessee
$232K -$22.1K -440 -8%
FBT
975
First Bankers Trust
Kentucky
$231K