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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 %
IAA
401
Independent Advisor Alliance
North Carolina
$2.74M +$2.74M +55,868 New
V
402
Veritable
Delaware
$2.73M -$3.59K -73 -0.1%
PSUF
403
People's United Financial
Connecticut
$2.73M +$278K +5,642 +11%
CIBC World Market
404
CIBC World Market
Ontario, Canada
$2.7M -$817K -16,599 -23%
NI
405
Nepsis Inc
Minnesota
$2.69M +$434K +8,824 +19%
CAMG
406
CWA Asset Management Group
Florida
$2.68M +$706K +14,345 +36%
HPC
407
HM Payson & Co
Maine
$2.67M -$137K -2,788 -5%
RIL
408
Rothschild Investment LLC
Illinois
$2.63M +$57.8K +1,175 +2%
AIM
409
Anchor Investment Management
South Carolina
$2.6M -$31.5K -640 -1%
MBTD
410
Mechanics Bank - Trust Department
California
$2.6M +$230K +4,684 +10%
TCT
411
TIAA CREF Trust
Missouri
$2.59M +$54.6K +1,109 +2%
GL
412
GLG LLC
New York
$2.58M +$248K +5,034 +11%
TL
413
Tirschwell & Loewy
New York
$2.57M -$145K -2,950 -5%
VFM
414
Viking Fund Management
North Dakota
$2.55M +$2.55M +51,800 New
AF
415
Alerus Financial
North Dakota
$2.54M +$662K +13,457 +35%
MERSOM
416
Municipal Employees' Retirement System of Michigan
Michigan
$2.54M +$1.07M +21,820 +73%
AMI
417
Amica Mutual Insurance
Rhode Island
$2.53M +$2.53M +51,470 New
OI
418
Oakbrook Investments
Illinois
$2.53M -$374K -7,600 -13%
LAM
419
Lebenthal Asset Management
New York
$2.52M +$37.9K +771 +2%
BG
420
Bahl & Gaynor
Ohio
$2.5M -$24K -487 -0.9%
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M +$16.1K +327 +0.7%
CS
422
Candriam SCA
Luxembourg
$2.48M +$112K +2,278 +5%
PMG
423
ProVise Management Group
Florida
$2.45M -$56.9K -1,157 -2%
William Blair & Company
424
William Blair & Company
Illinois
$2.45M +$63.4K +1,289 +3%
BUB
425
BBVA USA Bancshares
Texas
$2.43M +$51.1K +1,038 +2%
15 16
17
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