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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
+$194M
3
Wells Fargo
Wells Fargo
California
+$176M
4
Franklin Resources
Franklin Resources
California
+$144M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$131M

Top Sellers

1
Citigroup
Citigroup
New York
-$224M
2
LC
LNZ Capital
New York
-$97M
3
MTB
Mizuho Trust & Banking
Japan
-$77.4M
4
ZP
Zimmer Partners
New York
-$64.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
301
Woodmont Investment Counsel
Tennessee
$4.77M +$272K +5,535 +6%
RCM
302
Riverhead Capital Management
Delaware
$4.77M -$2.04M -41,500 -30%
CAM
303
Capstone Asset Management
Texas
$4.76M -$5.51M -111,941 -54%
JG
304
Jefferies Group
New York
$4.73M -$3.4M -69,094 -42%
FNFDCM
305
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.71M – – –
CBOA
306
Commonwealth Bank of Australia
Australia
$4.69M +$278K +5,649 +6%
WAM
307
World Asset Management
Michigan
$4.63M -$381K -7,741 -8%
IRF
308
IBM Retirement Fund
New York
$4.56M -$32.6K -631 -0.7%
PA
309
Profund Advisors
Maryland
$4.54M -$869K -17,659 -16%
PAM
310
Private Asset Management
California
$4.5M -$72.8K -1,480 -2%
ERIM
311
Eagle Ridge Investment Management
Connecticut
$4.5M -$32.7K -665 -0.7%
OIM
312
Opus Investment Management
Massachusetts
$4.48M – – –
NEAM
313
New England Asset Management
Connecticut
$4.45M +$266K +5,400 +6%
MA
314
Marshwinds Advisory
Georgia
$4.45M +$1.54M +31,208 +53%
Nomura Holdings
315
Nomura Holdings
Japan
$4.43M +$3.17M +64,434 +251%
WI
316
Welch Investments
Alabama
$4.4M +$4.4M +89,408 New
BCM
317
Birmingham Capital Management
Alabama
$4.34M +$15.3K +312 +0.4%
FNT
318
First National Trust
Pennsylvania
$4.33M +$79.8K +1,623 +2%
WC
319
Whitney & Co
New York
$4.32M +$147K +2,985 +4%
PCA
320
Personal Capital Advisors
California
$4.31M +$594K +12,076 +16%
NIMI
321
Natixis Investment Managers International
France
$4.26M +$1.48M +30,094 +53%
BA
322
BCM Advisors
Louisiana
$4.23M +$4.23M +85,900 New
BF
323
BOK Financial
Oklahoma
$4.21M -$77.6K -1,577 -2%
FA
324
Financial Advantage
Maryland
$4.16M +$103K +2,097 +3%
CA
325
Commerzbank Aktiengesellschaft
Germany
$4.13M +$2.2M +44,647 +114%
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