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Southern Company

1,134 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 480 increasing their positions, 416 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

7% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 60

1% less funds holding

Funds holding: 1,1501,134 (-16)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
1,134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$246M
Puts
$184M
Net Calls
Net Calls Change

Top Buyers

1 +$440M
2 +$238M
3 +$198M
4
Wells Fargo
Wells Fargo
California
+$111M
5
LC
LNZ Capital
New York
+$92.7M

Top Sellers

1 -$267M
2 -$88M
3 -$50.5M
4
Morgan Stanley
Morgan Stanley
New York
-$46.6M
5
N
Nuveen
North Carolina
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
1001
$200K
1002
$200K
1003
$200K
1004
$199K
1005
$196K
1006
$193K
1007
$193K
1008
$183K
1009
$180K
1010
$175K
1011
$174K
1012
$172K
1013
$165K
1014
$162K
1015
$162K
1016
$160K
1017
$157K
1018
$155K
1019
$154K
1020
$143K
1021
$143K
1022
$136K
1023
$134K
1024
$131K
1025
$131K