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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 %
CAN
376
Cetera Advisor Networks
California
$3.02M 60,707 +2,748 +5%
IAA
377
Independent Advisor Alliance
North Carolina
$3M 59,430 +3,562 +6%
IG
378
ING Group
Netherlands
$2.99M 60,132 -76,965 -56%
VAM
379
Visionary Asset Management
Texas
$2.98M 59,924 +3,095 +5%
LIA
380
LS Investment Advisors
Michigan
$2.96M 59,503 +73 +0.1%
PP
381
Prudential plc
United Kingdom
$2.95M 59,269 +587 +1%
ECM
382
ETrade Capital Management
Virginia
$2.95M 59,192 -3,626 -6%
PFP
383
Pinnacle Financial Partners
Tennessee
$2.94M 59,101 +25,196 +74%
FCM
384
Forester Capital Management
Illinois
$2.91M 58,487 -1,288 -2%
TCT
385
TIAA CREF Trust
Missouri
$2.91M 58,350 +5,757 +11%
PA
386
Pinnacle Associates
New York
$2.9M 58,213 +293 +0.5%
ED
387
Exane Derivatives
France
$2.86M 57,533 -1,448 -2%
AWM
388
AE Wealth Management
Kansas
$2.86M 57,395 +24,622 +75%
Susquehanna International Group
389
Susquehanna International Group
Pennsylvania
$2.84M 57,024 +51,473 +927%
DADC
390
D.A. Davidson & Co
Montana
$2.84M 57,023 -56,560 -50%
BCM
391
Brookmont Capital Management
Texas
$2.83M 56,930 -151 -0.3%
V
392
Veritable
Delaware
$2.83M 56,822 +1,367 +2%
RIG
393
Roosevelt Investment Group
New York
$2.82M 56,626 +50,035 +759%
AI
394
Atria Investments
North Carolina
$2.82M 56,556 +13,177 +30%
PSUF
395
People's United Financial
Connecticut
$2.78M 55,811 +383 +0.7%
PAM
396
Peninsula Asset Management
Florida
$2.77M 55,686 -307 -0.5%
William Blair & Company
397
William Blair & Company
Illinois
$2.77M 54,676 +4,899 +10%
AWM
398
Arbor Wealth Management
Florida
$2.73M 54,817 -672 -1%
RIL
399
Rothschild Investment LLC
Illinois
$2.71M 54,480 +983 +2%
EFS
400
Essex Financial Services
Connecticut
$2.69M 54,087 -2,774 -5%
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