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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
LNB
1051
Ledyard National Bank
$115K
ZB
1052
Zions Bancorporation
Utah
$113K -$12.9K -257 -10%
AA
1053
AlphaMark Advisors
Kentucky
$113K +$702 +14 +0.6%
RPG
1054
Risk Paradigm Group
Texas
$113K -$22.2K -442 -16%
MBT
1055
Monroe Bank & Trust
Michigan
$110K +$17.5K +350 +18%
GLI
1056
Guardian Life Insurance
New York
$108K -$79.1K -1,578 -41%
SCA
1057
Stuart Chaussee & Associates
California
$107K
WA
1058
Winfield Associates
Ohio
$105K -$10K -200 -8%
IIC
1059
Integrated Investment Consultants
Michigan
$102K
CPIG
1060
Chicago Partners Investment Group
Illinois
$100K +$103K +2,051 New
PHK
1061
Point72 Hong Kong
Hong Kong
$100K +$105K +2,093 New
OFS
1062
Orrstown Financial Services
Pennsylvania
$98K
WTC
1063
WhitTier Trust Company
Nevada
$95K
LCM
1064
Liberty Capital Management
Michigan
$91K
CIA
1065
ClearBridge Investments (Australia)
Australia
$85K -$26.5K -528 -23%
TFO
1066
Tarbox Family Office
California
$83K
WB
1067
Webster Bank
Connecticut
$82K
GI
1068
GS Investments
Minnesota
$79.7K +$83.5K +1,665 New
JCM
1069
Jacobi Capital Management
Pennsylvania
$79K +$26K +518 +45%
IP
1070
Intellectus Partners
California
$78K +$301 +6 +0.4%
BWA
1071
Burt Wealth Advisors
Maryland
$78K +$82.1K +1,637 New
DBT
1072
Dubuque Bank & Trust
Iowa
$75K
OFW
1073
Omnia Family Wealth
Florida
$74K +$23.8K +475 +45%
IPC
1074
Independent Portfolio Consultants
Florida
$72K -$29.6K -590 -28%
Carson Wealth (CWM LLC)
1075
Carson Wealth (CWM LLC)
Nebraska
$72K -$8.57K -171 -10%