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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
Aviva
101
Aviva
United Kingdom
$30.1M +$1.05M +20,875 +3%
AG
102
Aperio Group
California
$29.3M +$3.22M +64,260 +12%
SO
103
STRS Ohio
Ohio
$28.3M -$1.44M -28,811 -5%
SIA
104
Sit Investment Associates
Minnesota
$28.2M +$5.25M +104,800 +22%
JG
105
Jefferies Group
New York
$27.8M +$15.4M +308,039 +113%
ORIO
106
Old Republic International (ORI)
Illinois
$27.6M
M&T Bank
107
M&T Bank
New York
$27M +$405K +8,085 +1%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$25.7M +$1.19M +23,708 +5%
LPL Financial
109
LPL Financial
California
$25.4M +$25M +499,287 +1,625%
O
110
OppenheimerFunds
New York
$25.3M +$787K +15,691 +3%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$25M +$7.67M +152,957 +42%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$24.7M -$824K -16,444 -3%
MCIM
113
Meadow Creek Investment Management
Georgia
$24M +$2.58M +51,480 +11%
AAM
114
Advisors Asset Management
Colorado
$23.7M +$3.45M +68,752 +16%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$23.4M +$8.39M +167,377 +53%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$23.1M -$480K -9,576 -2%
Retirement Systems of Alabama
117
Retirement Systems of Alabama
Alabama
$23.1M -$4.53M -90,298 -16%
GF
118
Gabelli Funds
New York
$22.5M -$2.71M -54,100 -10%
SB
119
Suntrust Banks
Georgia
$22.4M -$4.83M -96,324 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
120
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.2M -$83.5M -1,665,700 -78%
N
121
Nuveen
North Carolina
$22.1M -$484K -9,661 -2%
ST
122
Sabal Trust
Florida
$21.9M +$846K +16,871 +4%
AAF
123
Andra AP-fonden
Sweden
$21.7M -$4.75M -94,705 -17%
ELC
124
Edgar Lomax Company
Virginia
$21.6M -$694K -13,850 -3%
VDI
125
Vaughan David Investments
Illinois
$21.4M +$357K +7,127 +2%