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Southern Company
SO

Overview Fund Activity

1,166 hedge funds and large institutions have $25.9B invested in Southern Company in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 498 increasing their positions, 417 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-26
Holders Change %
-2.18%
% of All Funds
29.11%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
68
Increased
498
Reduced
417
Closed
80
Calls
$239M
Puts
$167M
Net Calls
+$72.4M
Net Calls Change
-$15.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$441M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$218M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$144M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
5
Two Sigma Investments
Two Sigma Investments
New York
+$87.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$230M
2
Capital World Investors
Capital World Investors
California
-$210M
3
Capital International Investors
Capital International Investors
California
-$179M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$79.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
376
Cetera Advisor Networks
California
$2.91M -$7.73K -161 -0.3%
FNB
377
Farmers National Bank
Kentucky
$2.88M +$49.3K +1,029 +2%
PWW
378
Pettyjohn Wood & White
Virginia
$2.87M -$76.6K -1,600 -3%
TF
379
TIAA FSB
Florida
$2.86M +$2.86M +59,750 New
AF
380
Alerus Financial
North Dakota
$2.85M +$393K +8,206 +16%
AI
381
Atria Investments
North Carolina
$2.84M +$132K +2,765 +5%
NC
382
Northpointe Capital
Michigan
$2.83M +$2.83M +59,117 New
KOCAA
383
Knights of Columbus Asset Advisors
Connecticut
$2.82M +$723K +15,100 +34%
FP
384
FDO Partners
Massachusetts
$2.82M +$1.04M +21,632 +58%
PP
385
Prudential plc
United Kingdom
$2.8M -$34.8K -728 -1%
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$2.75M -$2.07M -43,300 -43%
PA
387
Pinnacle Associates
New York
$2.74M -$44.3K -926 -2%
GCP
388
GSA Capital Partners
United Kingdom
$2.72M +$2.72M +56,814 New
Neuberger Berman Group
389
Neuberger Berman Group
New York
$2.7M -$611K -12,771 -18%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$2.68M +$274K +5,729 +11%
VAM
391
Visionary Asset Management
Texas
$2.66M -$207K -4,332 -7%
PMG
392
ProVise Management Group
Florida
$2.65M +$196K +4,100 +8%
AWM
393
Arbor Wealth Management
Florida
$2.65M -$3.58K -74 -0.1%
RIG
394
Roosevelt Investment Group
New York
$2.64M -$76.7K -1,602 -3%
PAM
395
Peninsula Asset Management
Florida
$2.63M -$40.7K -851 -2%
SPC
396
Sigma Planning Corp
Michigan
$2.61M +$103K +2,155 +4%
DADC
397
D.A. Davidson & Co
Montana
$2.59M -$136K -2,840 -5%
WFG
398
Wills Financial Group
Virginia
$2.59M +$73.3K +1,531 +3%
PSUF
399
People's United Financial
Connecticut
$2.59M -$85.3K -1,781 -3%
FCM
400
Forester Capital Management
Illinois
$2.58M -$217K -4,538 -8%
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