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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
BAM
1026
Barrett Asset Management
New York
$168K
CBT
1027
Central Bank & Trust
Kentucky
$162K
JGIA
1028
Jackson Grant Investment Advisers
Connecticut
$159K +$1.91K +38 +1%
CPA
1029
Clear Perspective Advisors
Illinois
$157K -$9.63K -192 -6%
PFO
1030
Pathstone Family Office
New Jersey
$157K -$6.72K -134 -4%
KTC
1031
Kistler-Tiffany Companies
Pennsylvania
$156K
MRCM
1032
M&R Capital Management
New Jersey
$153K
SWA
1033
Sutton Wealth Advisors
Florida
$152K +$150 +3 +0.1%
RFM
1034
Royal Fund Management
Florida
$152K -$602 -12 -0.4%
WC
1035
Whitnell & Co
Illinois
$150K
VIA
1036
Vantage Investment Advisors
Pennsylvania
$149K +$30.1K +600 +24%
MLFP
1037
MPS Loria Financial Planners
Illinois
$148K +$152K +3,032 New
ARMC
1038
American Research & Management Company
Massachusetts
$145K
KLWA
1039
Kelly Lawrence W & Associates
California
$144K
FCMT
1040
Founders Capital Management (Texas)
Texas
$138K
MA
1041
MCF Advisors
Kentucky
$134K +$201 +4 +0.1%
TDC
1042
Thompson Davis & Co
Virginia
$134K +$84.5K +1,686 +153%
MCM
1043
Manchester Capital Management
Vermont
$133K
BC
1044
Barnett & Company
Tennessee
$130K +$27.3K +545 +25%
VCM
1045
Versant Capital Management
Arizona
$129K +$18.4K +368 +16%
FWM
1046
Focused Wealth Management
New York
$125K -$318K -6,345 -71%
RWA
1047
Ropes Wealth Advisors
Massachusetts
$125K -$10.5K -210 -7%
RCG
1048
Ruggie Capital Group
Florida
$123K
PCM
1049
Prelude Capital Management
New York
$121K +$126K +2,517 New
WT
1050
Whittier Trust
California
$118K