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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
CONA
1001
Capital One National Association
New York
$211K +$221K +4,414 New
WP
1002
WMS Partners
Maryland
$210K +$1.25K +25 +0.6%
LJAC
1003
L.J. Altfest & Co
New York
$208K -$111K -2,216 -34%
FWCM
1004
Ferguson Wellman Capital Management
Oregon
$207K
WA
1005
Wealth Architects
California
$206K -$652 -13 -0.3%
FQ
1006
First Quadrant
California
$206K +$155K +3,100 +258%
DT
1007
Diversified Trust
Tennessee
$206K +$215K +4,292 New
MIC
1008
Meridian Investment Counsel
California
$203K
TIM
1009
Thompson Investment Management
Wisconsin
$203K
FWP
1010
FAS Wealth Partners
Kansas
$203K +$2K +40 +1%
BFA
1011
Beaumont Financial Advisors
Massachusetts
$202K
RW
1012
Rand Wealth
Maryland
$201K
NSIM
1013
North Star Investment Management
Illinois
$199K
SAM
1014
Shamrock Asset Management
Texas
$197K -$33.5K -668 -14%
MCA
1015
Mercer Capital Advisers
New Jersey
$192K
FMP
1016
Financial Management Professionals
Texas
$191K
CCM
1017
Cribstone Capital Management
Maine
$190K -$52.3K -1,044 -21%
AIM
1018
Advantage Investment Management
Iowa
$189K +$21.5K +428 +12%
NAMA
1019
Nikko Asset Management Americas
New York
$187K
BEAM
1020
Baker Ellis Asset Management
Washington
$178K -$2.51K -50 -1%
TC
1021
Trust Company
Kansas
$177K -$71.4K -1,424 -28%
FIM
1022
Foresters Investment Management
New York
$174K +$182K +3,628 New
VWA
1023
V Wealth Advisors
Kansas
$171K -$27.7K -552 -13%
EFSCE
1024
Enterprise Financial Services Corp (EFSC)
Missouri
$169K +$35K +699 +25%
AssetMark Inc
1025
AssetMark Inc
California
$169K +$86.3K +1,722 +96%