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Southern Company
SO

Overview Fund Activity

1,157 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 441 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
28.89%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
70
Increased
441
Reduced
452
Closed
67
Calls
$317M
Puts
$205M
Net Calls
+$111M
Net Calls Change
+$38.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.58B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$108M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$388M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.56B
5
CBOA
5
Commonwealth Bank of Australia
Australia
$59M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$519M
2
T
2
TOBAM
France
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$8.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.2M
5
PI
5
PGGM Investments
Netherlands
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
301
ClearBridge Investments
New York
$4.52M -$77.3K -1,574 -2%
NEAM
302
New England Asset Management
Connecticut
$4.51M – – –
Envestnet Asset Management
303
Envestnet Asset Management
Illinois
$4.49M -$4.39M -89,477 -49%
WAM
304
World Asset Management
Michigan
$4.49M -$5.01K -102 -0.1%
WC
305
Whitney & Co
New York
$4.48M +$2.39K +50 +0.1%
PAG
306
Private Advisor Group
New Jersey
$4.47M +$6.31K +127 +0.1%
CTC
307
Central Trust Company
Missouri
$4.47M -$16.2K -329 -0.4%
FA
308
Financial Advantage
Maryland
$4.37M +$72.6K +1,477 +2%
MA
309
Marshwinds Advisory
Georgia
$4.3M -$56.1K -1,142 -1%
Capital Fund Management (CFM)
310
Capital Fund Management (CFM)
France
$4.25M +$3.15M +64,191 +288%
FNFDCM
311
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.24M -$23K -468 -0.5%
CGH
312
Crossmark Global Holdings
Texas
$4.23M +$4.23M +86,139 New
CAMG
313
CWA Asset Management Group
Florida
$4.23M +$449K +9,144 +12%
BCM
314
Birmingham Capital Management
Alabama
$4.22M -$66K -1,344 -2%
DWM
315
Doyle Wealth Management
Florida
$4.18M +$376K +7,661 +10%
BA
316
BCM Advisors
Louisiana
$4.15M – – –
EWM
317
Edge Wealth Management
New York
$4.08M +$4.08M +83,011 New
PAM
318
Private Asset Management
California
$4.03M -$327K -6,650 -8%
COPPSERS
319
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.99M +$363K +7,392 +10%
FNT
320
First National Trust
Pennsylvania
$3.98M -$13.8K -280 -0.3%
SGI
321
Summit Global Investments
Utah
$3.98M +$2.09M +42,532 +111%
NI
322
Numeric Investors
Massachusetts
$3.98M +$2.6M +53,000 +190%
XK
323
Xact Kapitalforvaltning
Sweden
$3.97M +$129K +2,626 +3%
SIM
324
Sentry Investment Management
Wisconsin
$3.92M +$36.2K +736 +0.9%
VHAM
325
Van Hulzen Asset Management
California
$3.9M +$103K +2,089 +3%
11 12
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