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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
AWM
1076
Avior Wealth Management
Nebraska
$72K
JFA
1077
JNBA Financial Advisors
Minnesota
$71K
HS
1078
Horan Securities
United States
$69K
BWA
1079
BDO Wealth Advisors
Florida
$69K +$72.2K +1,441 New
PCTC
1080
Perkins Coie Trust Company
Washington
$68K
NSB
1081
Norway Savings Bank
Maine
$67K +$7.52K +150 +12%
PFGIA
1082
Patriot Financial Group Insurance Agency
Massachusetts
$65K -$1.65K -33 -2%
BWM
1083
Baystate Wealth Management
Massachusetts
$65K +$752 +15 +1%
SNT
1084
Security National Trust
West Virginia
$63K -$5.01K -100 -7%
KF
1085
Krilogy Financial
Missouri
$61K
ABA
1086
American Beacon Advisors
Texas
$60K
CHP
1087
Cable Hill Partners
Oregon
$60K +$401 +8 +0.6%
ECM
1088
Estabrook Capital Management
New York
$57.5K
CFA
1089
Camarda Financial Advisors
Florida
$55K
QCG
1090
Quadrant Capital Group
Ohio
$51K -$14.1K -281 -18%
TWMP
1091
Taylor Wealth Management Partners
Massachusetts
$50K
CAW
1092
Cornerstone Advisors (Washington)
Washington
$50K +$12.2K +243 +30%
CWM
1093
Cranbrook Wealth Management
Michigan
$49K
ADL
1094
Asset Dedication LLC
California
$48K -$4.51K -90 -8%
MWM
1095
Mascoma Wealth Management
New Hampshire
$48K +$35.1K +700 +233%
WPA
1096
West Paces Advisors
Georgia
$44.3K
AC
1097
Alexandria Capital
Virginia
$42K
PA
1098
Perennial Advisors
New York
$42K
FPFS
1099
First Personal Financial Services
North Carolina
$41K
AF
1100
Arrow Financial
New York
$39K -$5.01K -100 -11%