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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$290M
3
Wells Fargo
Wells Fargo
California
$778M
4
Franklin Resources
Franklin Resources
California
$809M
5
Capital Research Global Investors
Capital Research Global Investors
California
$812M

Top Sellers

1
Citigroup
Citigroup
New York
$25.2M
2
LC
LNZ Capital
New York
$0
3
MTB
Mizuho Trust & Banking
Japan
$0
4
ZP
Zimmer Partners
New York
$24.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
251
MSI Financial Services
Massachusetts
$6.55M +$1.13M +22,942 +21%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$6.48M -$421K -8,567 -6%
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$6.29M +$131K +2,669 +2%
QI
254
QS Investors
New York
$6.26M +$611K +12,415 +11%
BIM
255
Bridgecreek Investment Management
Oklahoma
$6.24M +$33.2K +675 +0.5%
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$6.19M +$695K +14,127 +13%
Jacobs Levy Equity Management
257
Jacobs Levy Equity Management
New Jersey
$6.16M -$231K -4,700 -4%
BFA
258
Bragg Financial Advisors
North Carolina
$6.07M +$78.9K +1,605 +1%
BRCM
259
Bright Rock Capital Management
Massachusetts
$5.95M – – –
FSA
260
Franklin Street Advisors
North Carolina
$5.86M +$766K +15,568 +15%
ABC
261
Associated Banc-Corp
Wisconsin
$5.82M -$77.3K -1,571 -1%
MOACM
262
Mutual of America Capital Management
New York
$5.81M +$267K +5,437 +5%
SAM
263
Sompo Asset Management
Japan
$5.77M +$5.77M +117,290 New
AMIM
264
Aull & Monroe Investment Management
Alabama
$5.73M -$61.1K -1,243 -1%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$5.73M – – –
Two Sigma Advisers
266
Two Sigma Advisers
New York
$5.72M +$5.72M +116,261 New
B
267
BP
United Kingdom
$5.66M – – –
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$5.61M -$3.53M -71,700 -39%
PNC
269
Park National Corp
Ohio
$5.59M -$142K -2,893 -2%
DADC
270
D.A. Davidson & Co
Montana
$5.59M +$544K +11,055 +11%
LIC
271
Lodestar Investment Counsel
Illinois
$5.57M -$148K -3,000 -3%
SAM
272
Securian Asset Management
Minnesota
$5.56M -$2.11M -42,991 -28%
PFC
273
Phocas Financial Corp
California
$5.56M -$41.5K -844 -0.7%
RJT
274
Raymond James Trust
Florida
$5.56M +$58.1K +1,182 +1%
I
275
IberiaBank
Louisiana
$5.56M +$606K +12,316 +12%
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