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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
MCIA
1151
Mountain Capital Investment Advisors
Colorado
$9K +$8.97K +179 New
PS
1152
Portfolio Solutions
Michigan
$7K
AW
1153
Alpha Windward
Massachusetts
$6K +$451 +9 +8%
GBBWRPM
1154
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
JAM
1155
Jolley Asset Management
North Carolina
$5K
HIM
1156
Hillsdale Investment Management
Ontario, Canada
$4K +$1K +20 +29%
Walleye Trading
1157
Walleye Trading
New York
$3.51K +$426K +8,504 +13%
FAM
1158
Fred Alger Management
New York
$3K -$7.42K -148 -69%
IDBONY
1159
Israel Discount Bank of New York
New York
$3K -$3.26K -65 -48%
BCFS
1160
Butensky & Cohen Financial Security
Florida
$3K
SGAM
1161
Smith Group Asset Management
Texas
$3K
IAS
1162
INR Advisory Services
Pennsylvania
$3K +$50 +1 +2%
WA
1163
WealthTrust-Arizona
Arizona
$3K +$50 +1 +2%
MUS
1164
Mitsubishi UFJ Securities
Japan
$1K -$33.6K -670 -97%
IF
1165
Ironwood Financial
Arizona
$1K
CT
1166
Chicago Trust
Illinois
$587
AUB
1167
Atlantic Union Bankshares
Virginia
$429 +$3.76K +75 +0.8%
IWM
1168
IHT Wealth Management
Illinois
$2 +$82.6K +1,648 +72%
Capital World Investors
1169
Capital World Investors
California
-$210M -4,220,465 Closed
Capital International Investors
1170
Capital International Investors
California
-$179M -3,603,700 Closed
Voloridge Investment Management
1171
Voloridge Investment Management
Florida
-$45.8M -920,802 Closed
BAPIM
1172
British Airways Pensions Investment Management
United Kingdom
-$31.1M -625,922 Closed
GFPC
1173
Global Financial Private Capital
Florida
-$23.6M -474,032 Closed
ASC
1174
Atalanta Sosnoff Capital
New York
-$15.6M -313,878 Closed
HI
1175
Honeywell International
North Carolina
-$11.4M -229,000 Closed