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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 %
NFA
351
Nuveen Fund Advisors
Illinois
$3.46M +$1.27M +25,748 +58%
XK
352
Xact Kapitalforvaltning
Sweden
$3.45M +$410K +8,326 +13%
IGIM
353
I.G. Investment Management
Manitoba, Canada
$3.45M -$5.77M -117,366 -63%
IFAM
354
Institutional & Family Asset Management
Colorado
$3.44M +$39.2K +796 +1%
CA
355
Cullinan Associates
Kentucky
$3.41M -$4.87K -99 -0.1%
SFG
356
SNS Financial Group
Minnesota
$3.36M +$357K +7,251 +12%
FCI
357
Financial Counselors Inc
Kansas
$3.36M +$3.36M +68,200 New
DC
358
Davenport & Co
Virginia
$3.35M +$74.7K +1,519 +2%
WFMPM
359
Woodley Farra Manion Portfolio Management
Indiana
$3.35M +$233K +4,735 +7%
LMGAM
360
Liberty Mutual Group Asset Management
Massachusetts
$3.34M +$321K +6,532 +11%
ICOA
361
Investment Centers of America
North Dakota
$3.32M +$663K +13,477 +25%
OC
362
Oppenheimer & Co
New York
$3.31M +$303K +6,157 +10%
SMM
363
Stadion Money Management
Georgia
$3.31M +$510K +10,361 +18%
CA
364
Cetera Advisors
Colorado
$3.3M +$126K +2,557 +4%
OCM
365
Orleans Capital Management
Louisiana
$3.29M +$49.2K +1,000 +2%
FB
366
Fulton Bank
Pennsylvania
$3.28M -$32.2K -654 -1%
AIS
367
Accurate Investment Solutions
Pennsylvania
$3.26M +$279K +5,682 +9%
WBC
368
Westpac Banking Corp
Australia
$3.21M +$457K +9,360 +17%
RA
369
RFG Advisory
Alabama
$3.2M – – –
M
370
MOTCO
Texas
$3.2M +$64.5K +1,311 +2%
MDCM
371
Morgan Dempsey Capital Management
Wisconsin
$3.19M +$534K +10,854 +20%
SB
372
Simmons Bank
Arkansas
$3.16M +$10K +204 +0.3%
BB
373
Bell Bank
North Dakota
$3.14M +$130K +2,635 +4%
Natixis Advisors
374
Natixis Advisors
Massachusetts
$3.12M +$433K +8,808 +16%
AB
375
Amalgamated Bank
New York
$3.1M +$882K +17,925 +40%
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