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Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
3
Ameriprise
Minnesota
$438M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$594M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
3
Wells Fargo
California
$694M
4
APG Asset Management
4
APG Asset Management
Netherlands
$126M
5
Capital International Investors
5
Capital International Investors
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
326
Doyle Wealth Management
Florida
$3.88M 77,951 +77,951 New
HB
327
Homrich & Berg
Georgia
$3.87M 77,676 +5,070 +7%
Nomura Holdings
328
Nomura Holdings
Japan
$3.86M 77,585 -12,481 -14%
XK
329
Xact Kapitalforvaltning
Sweden
$3.86M 77,556 +7,383 +11%
OIM
330
Opus Investment Management
Massachusetts
$3.83M 77,000 -14,000 -15%
MDCM
331
Morgan Dempsey Capital Management
Wisconsin
$3.8M 76,418 +11,613 +18%
VHAM
332
Van Hulzen Asset Management
California
$3.8M 76,255 +2,315 +3%
Marshall Wace
333
Marshall Wace
United Kingdom
$3.74M 74,822 +74,822 New
OCM
334
Oakwood Capital Management
California
$3.69M 74,037 +12,260 +20%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.66M 73,515 +17,337 +31%
IFAM
336
Institutional & Family Asset Management
Colorado
$3.64M 73,144 +3,313 +5%
TC
337
Travelers Companies
Minnesota
$3.62M 72,700 -39,300 -35%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$3.6M 72,250 -2,738 -4%
GT
339
Glenmede Trust
Pennsylvania
$3.59M 72,165 -72,602 -50%
WFMPM
340
Woodley Farra Manion Portfolio Management
Indiana
$3.59M 72,115 +4,105 +6%
Natixis Advisors
341
Natixis Advisors
Massachusetts
$3.59M 72,067 +8,722 +14%
Capstone Investment Advisors
342
Capstone Investment Advisors
New York
$3.59M 72,038 -10,903 -13%
AIS
343
Accurate Investment Solutions
Pennsylvania
$3.59M 72,041 +5,844 +9%
TMAM
344
Tokio Marine Asset Management
Japan
$3.57M 71,749 -6,238 -8%
SIG
345
Sky Investment Group
Connecticut
$3.55M 71,236 +761 +1%
CA
346
Cetera Advisors
Colorado
$3.53M 70,970 +4,041 +6%
EAM
347
Eagle Asset Management
Florida
$3.51M 70,537 – –
BB
348
Bell Bank
North Dakota
$3.49M 70,157 +6,323 +10%
CA
349
Cullinan Associates
Kentucky
$3.48M 69,801 +400 +0.6%
SMM
350
Stadion Money Management
Georgia
$3.47M 69,773 +2,515 +4%
12 13
14
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