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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
WI
1201
WBI Investments
New Jersey
-$555K -11,141 Closed
SIC
1202
Salem Investment Counselors
North Carolina
-$546K -10,980 Closed
TTWM
1203
TCV Trust & Wealth Management
Virginia
-$523K -10,511 Closed
CWM
1204
Concert Wealth Management
California
-$518K -10,446 Closed
TG
1205
TLP Group
Illinois
-$368K -7,400 Closed
KM
1206
Kalos Management
Georgia
-$353K -7,084 Closed
PAMG
1207
Patton Albertson Miller Group
Tennessee
-$337K -6,740 Closed
EP
1208
Edgestream Partners
New Jersey
-$332K -6,675 Closed
MYLI
1209
Meiji Yasuda Life Insurance
Japan
-$287K -5,770 Closed
1SB
1210
1ST Source Bank
Indiana
-$281K -5,651 Closed
KCM
1211
Kempner Capital Management
Texas
-$279K -5,600 Closed
PFM
1212
Parsec Financial Management
North Carolina
-$276K -5,540 Closed
DWM
1213
Destination Wealth Management
California
-$262K -5,254 Closed
HC
1214
Hourglass Capital
Texas
-$246K -4,950 Closed
ZIM
1215
Zacks Investment Management
Illinois
-$243K -4,873 Closed
PL
1216
Parkwood LLC
Ohio
-$239K -4,799 Closed
DLHL
1217
Donald L. Hagan LLC
Florida
-$227K -4,569 Closed
EGM
1218
Engineers Gate Manager
New York
-$224K -4,500 Closed
WPW
1219
Waldron Private Wealth
Pennsylvania
-$216K -4,389 Closed
HA
1220
Hamel Associates
New Jersey
-$212K -4,255 Closed
MWM
1221
Meridian Wealth Management
Kentucky
-$208K -4,172 Closed
RCM
1222
Radnor Capital Management
Pennsylvania
-$207K -4,165 Closed
Cerity Partners
1223
Cerity Partners
New York
-$207K -4,153 Closed
TAM
1224
Tocqueville Asset Management
New York
-$206K -4,131 Closed
FAM
1225
Formidable Asset Management
Ohio
-$207K -4,129 Closed