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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
BCM
1101
Blume Capital Management
California
$38K
MWM
1102
MinichMacGregor Wealth Management
New York
$37K -$1.45K -29 -4%
CWM
1103
Catamount Wealth Management
Connecticut
$36K
FDCDDQ
1104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K -$6.67K -133 -15%
LF
1105
Lee Financial
Texas
$31K
TCM
1106
Tradewinds Capital Management
Washington
$31K +$15K +300 +89%
FC
1107
Ferris Capital
Massachusetts
$31K +$32.6K +650 New
WHG
1108
Westwood Holdings Group
Texas
$30K +$31.2K +622 New
GAM
1109
Gemmer Asset Management
California
$29K
AIM
1110
Acrospire Investment Management
Illinois
$29K +$30K +598 New
BL
1111
Balentine LLC
Georgia
$28K +$301 +6 +1%
MFBTD
1112
MB Financial Bank - Trust Department
Illinois
$27K
WAS
1113
Winch Advisory Services
Wisconsin
$27K +$18K +360 +180%
EWM
1114
Endurance Wealth Management
Rhode Island
$26K -$25.1K -500 -48%
SFSIG
1115
San Francisco Sentry Investment Group
California
$26K +$28.2K +563 New
WIM
1116
Westside Investment Management
California
$24.3K
DOA
1117
D'Orazio & Associates
Virginia
$24K -$20.1K -400 -44%
APSP
1118
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K
PWM
1119
Perigon Wealth Management
California
$24K
SIAP
1120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
SFPIA
1121
Stevens First Principles Investment Advisors
California
$24K
YWP
1122
YorkBridge Wealth Partners
New York
$24K
MIC
1123
MU Investments Company
Japan
$23K -$10K -200 -29%
RFWA
1124
RPg Family Wealth Advisory
Massachusetts
$21.4K -$13.5K -270 -38%
PMFA
1125
Plante Moran Financial Advisors
Michigan
$21K -$201 -4 -0.9%