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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 %
ECM
376
ETrade Capital Management
Virginia
$3.09M -$13.4K -272 -0.4%
HC
377
Hampstead Capital
United Kingdom
$3.08M +$3.08M +62,700 New
OCM
378
Oakwood Capital Management
California
$3.04M -$656K -13,338 -18%
DHFB
379
Dixon Hubard Feinour & Brown
Virginia
$3.03M +$252K +5,125 +9%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$3.03M -$34.4K -700 -1%
OPTFSNA
381
Old Point Trust & Financial Services N A
Virginia
$3.02M -$44.3K -900 -1%
PWW
382
Pettyjohn Wood & White
Virginia
$2.98M +$516K +10,490 +21%
NIM
383
NXG Investment Management
Texas
$2.95M – – –
FCM
384
Forester Capital Management
Illinois
$2.94M -$716K -14,565 -20%
LIA
385
LS Investment Advisors
Michigan
$2.92M +$198K +4,028 +7%
SBWIC
386
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.92M +$113K +2,300 +4%
ED
387
Exane Derivatives
France
$2.9M -$1.3M -26,374 -31%
JPMPWA
388
J.P. Morgan Private Wealth Advisors
California
$2.9M +$846K +17,212 +41%
PP
389
Prudential plc
United Kingdom
$2.89M -$29.5K -600 -1%
HIM
390
Hanlon Investment Management
New Jersey
$2.86M -$1.04M -21,080 -27%
FNB
391
Farmers National Bank
Kentucky
$2.86M -$51.1K -1,039 -2%
CAN
392
Cetera Advisor Networks
California
$2.86M -$869K -17,634 -23%
PA
393
Pinnacle Associates
New York
$2.85M -$46.8K -952 -2%
BCM
394
Brookmont Capital Management
Texas
$2.81M -$553K -11,246 -16%
EFS
395
Essex Financial Services
Connecticut
$2.8M -$43.6K -886 -2%
VAM
396
Visionary Asset Management
Texas
$2.8M +$203K +4,123 +8%
COPPSERS
397
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.76M +$13.8K +281 +0.5%
PAM
398
Peninsula Asset Management
Florida
$2.75M -$150K -3,049 -5%
SCM
399
Stevens Capital Management
Pennsylvania
$2.75M +$2.75M +55,802 New
CCT
400
Chemung Canal Trust
New York
$2.74M -$226K -4,598 -8%
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16
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