SO icon

Southern Company
SO

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 %
Lord, Abbett & Co
301
Lord, Abbett & Co
New Jersey
$4.44M -$3.9M -81,400 -47%
QIM
302
Quantitative Investment Management
Virginia
$4.44M +$1.23M +25,600 +38%
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$4.43M -$383K -8,000 -8%
BOH
304
Bank of Hawaii
Hawaii
$4.41M -$176K -3,677 -4%
ProShare Advisors
305
ProShare Advisors
Maryland
$4.41M -$49K -1,024 -1%
NEAM
306
New England Asset Management
Connecticut
$4.39M -$340K -7,100 -7%
VFM
307
Viking Fund Management
North Dakota
$4.39M +$1.91M +39,800 +77%
WAM
308
World Asset Management
Michigan
$4.38M -$608K -12,702 -12%
CTC
309
Central Trust Company
Missouri
$4.37M -$116K -2,422 -3%
WIC
310
Woodmont Investment Counsel
Tennessee
$4.37M -$280K -5,857 -6%
PAG
311
Private Advisor Group
New Jersey
$4.25M -$142K -3,002 -3%
PAM
312
Private Asset Management
California
$4.24M -$53.9K -1,125 -1%
MA
313
Marshwinds Advisory
Georgia
$4.24M -$39.5K -824 -0.9%
FA
314
Financial Advantage
Maryland
$4.19M +$60.1K +1,256 +1%
BCM
315
Birmingham Capital Management
Alabama
$4.17M -$38K -793 -0.9%
FNFDCM
316
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.16M -$88.5K -1,849 -2%
AMG
317
Advisors Management Group
Wisconsin
$4.06M +$25.5K +532 +0.6%
BA
318
BCM Advisors
Louisiana
$4.04M -$71.8K -1,500 -2%
CAM
319
Capstone Asset Management
Texas
$4.03M -$640K -13,374 -14%
TH
320
TCTC Holdings
Texas
$3.94M -$47.9K -1,000 -1%
NFA
321
Nuveen Fund Advisors
Illinois
$3.91M -$209K -4,358 -5%
FNT
322
First National Trust
Pennsylvania
$3.89M -$8.72K -182 -0.2%
MDCM
323
Morgan Dempsey Capital Management
Wisconsin
$3.86M +$194K +4,046 +5%
ACPU
324
Arrowgrass Capital Partners (US)
Delaware
$3.85M +$1.81M +37,726 +89%
SMDAM
325
Sumitomo Mitsui DS Asset Management
Japan
$3.78M -$136K -2,837 -3%
11 12
13
14 15