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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
LIM
976
Lathrop Investment Management
Arkansas
$230K
BC
977
Bartlett & Co
Ohio
$230K +$702 +14 +0.3%
TI
978
Truepoint Inc
Ohio
$229K +$231K +4,600 New
ACA
979
Anchor Capital Advisors
Massachusetts
$227K
BRM
980
Boston Research & Management
Massachusetts
$227K
PAM
981
Peak Asset Management
Colorado
$227K
AAM
982
American Asset Management
Florida
$227K +$237K +4,735 New
IHL
983
Investment House LLC
California
$226K +$150 +3 +0.1%
FCFC
984
First Commonwealth Financial Corp
Pennsylvania
$226K +$236K +4,710 New
Luther King Capital Management (LKCM)
985
Luther King Capital Management (LKCM)
Texas
$225K
AWM
986
Affinity Wealth Management
Delaware
$224K -$20.4K -406 -8%
WI
987
Wedgewood Investors
Pennsylvania
$223K -$15K -300 -6%
BLAM
988
Bourne Lent Asset Management
New York
$222K -$25.1K -500 -10%
KB
989
Kimelman & Baird
New York
$221K
UAS
990
United Asset Strategies
New York
$220K -$602 -12 -0.3%
CWM
991
Confluence Wealth Management
Oregon
$220K -$50 -1 -0%
TCM
992
Tufton Capital Management
Maryland
$219K -$4.76K -95 -2%
MCM
993
MAI Capital Management
Ohio
$218K +$9.28K +185 +4%
ACI
994
Alpha Cubed Investments
California
$218K +$228K +4,554 New
RGC
995
Roberts, Glore & Co
Illinois
$216K
BST
996
Bath Savings Trust
Maine
$215K +$225K +4,488 New
GA
997
Gateway Advisory
New Jersey
$212K -$83.5K -1,665 -27%
CL
998
CPWM LLC
Washington
$212K +$14K +280 +7%
HTHT
999
Hemenway Trust Hemenway Trust
New Hampshire
$211K
HCM
1000
Hodges Capital Management
Texas
$211K +$451 +9 +0.2%