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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
MIFH
1126
Migdal Insurance & Financial Holdings
Israel
$21K +$351 +7 +2%
AP
1127
Atwood & Palmer
Missouri
$19K
NCM
1128
Nelson Capital Management
California
$19K
PCA
1129
Peddock Capital Advisors
Massachusetts
$19K
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$19K +$5.57K +111 +37%
HT
1131
Heritage Trust
Oklahoma
$18K
PRS
1132
Pinkerton Retirement Specialists
Idaho
$18K +$18.8K +375 New
HIIFS
1133
Harel Insurance Investments & Financial Services
Israel
$17K
FFW
1134
Fusion Family Wealth
New York
$16K
HCM
1135
Highlander Capital Management
New Jersey
$15K
HR
1136
Howe & Rusling
New York
$15K
MCM
1137
MV Capital Management
Maryland
$14K
TCM
1138
TD Capital Management
Tennessee
$13K -$1.5K -30 -10%
VNA
1139
Valley National Advisers
Pennsylvania
$12K -$4.56K -91 -27%
PCP
1140
Proficio Capital Partners
Massachusetts
$12K -$3.16K -63 -21%
HAM
1141
Highstreet Asset Management
Ontario, Canada
$12K +$13.1K +261 New
CTB
1142
Country Trust Bank
Illinois
$10K -$8.12K -162 -43%
AWMS
1143
Advocacy Wealth Management Services
Georgia
$10K
CAL
1144
Capital Advisors Ltd
Ohio
$10K
CFG
1145
CKW Financial Group
Hawaii
$10K
LYV
1146
Live Your Vision
Pennsylvania
$10K
NIC
1147
Northwest Investment Counselors
Oregon
$10K +$10K +200 New
SIM
1148
Sonora Investment Management
Arizona
$9.58K
GWA
1149
Guidant Wealth Advisors
Illinois
$9K
HA
1150
Harfst & Associates
Wyoming
$9K