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Southern Company
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Overview Fund Activity

1,166 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, 498 increasing their positions, 417 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-26
Holders Change %
-2.18%
% of All Funds
29.11%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
68
Increased
498
Reduced
417
Closed
80
Calls
$239M
Puts
$167M
Net Calls
+$72.4M
Net Calls Change
-$15.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$441M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$218M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$144M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
5
Two Sigma Investments
Two Sigma Investments
New York
+$87.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$230M
2
Capital World Investors
Capital World Investors
California
-$210M
3
Capital International Investors
Capital International Investors
California
-$179M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$79.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
251
Virtu KCG Holdings
New York
$6.63M +$5.23M +109,296 +375%
MSA
252
Mason Street Advisors
Wisconsin
$6.61M +$51.9K +1,084 +0.8%
BCM
253
Brookstone Capital Management
Illinois
$6.57M -$545K -11,388 -8%
FMLI
254
Fukoku Mutual Life Insurance
Japan
$6.53M – – –
Balyasny Asset Management
255
Balyasny Asset Management
Illinois
$6.44M +$4.64M +96,903 +257%
SAM
256
Securian Asset Management
Minnesota
$6.36M +$1.6M +33,316 +33%
BRCM
257
Bright Rock Capital Management
Massachusetts
$6.18M – – –
BFA
258
Bragg Financial Advisors
North Carolina
$6.09M +$146K +3,056 +2%
UIM
259
USS Investment Management
United Kingdom
$6.03M +$551K +11,500 +10%
GW
260
GW & Wade
Massachusetts
$5.99M -$87.4K -1,825 -1%
BIM
261
Bridgecreek Investment Management
Oklahoma
$5.98M +$4.79K +100 +0.1%
FA
262
FDx Advisors
Illinois
$5.85M -$1.22M -25,500 -17%
MOACM
263
Mutual of America Capital Management
New York
$5.8M -$59.2K -1,236 -1%
NB
264
Norinchukin Bank
Japan
$5.76M +$241K +5,027 +4%
NPF
265
Norris Perne & French
Michigan
$5.72M +$5.33M +111,338 +1,359%
ABC
266
Associated Banc-Corp
Wisconsin
$5.7M +$51.3K +1,072 +0.9%
PNC
267
Park National Corp
Ohio
$5.68M +$237K +4,949 +4%
TNBTD
268
Trustmark National Bank Trust Department
Mississippi
$5.57M -$252K -5,263 -4%
VFA
269
Voya Financial Advisors
Connecticut
$5.56M +$35.8K +742 +0.6%
B
270
BP
United Kingdom
$5.51M – – –
AMIM
271
Aull & Monroe Investment Management
Alabama
$5.46M -$107K -2,234 -2%
Public Sector Pension Investment Board (PSP Investments)
272
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.43M -$5.37M -112,200 -50%
AB
273
Amalgamated Bank
New York
$5.38M +$2.04M +42,672 +61%
IG
274
ING Group
Netherlands
$5.35M +$2.47M +51,680 +86%
GWM
275
Geneos Wealth Management
Colorado
$5.35M +$681K +14,183 +15%
9 10
11
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