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Southern Company
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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 %
V
401
Veritable
Delaware
$2.57M -$148K -3,087 -5%
DC
402
Davenport & Co
Virginia
$2.56M -$659K -13,769 -20%
BPC
403
Banque Pictet & Cie
Switzerland
$2.52M +$19.2K +400 +0.8%
PNAA
404
Pictet North America Advisors
Switzerland
$2.52M +$19.2K +400 +0.8%
MERSOM
405
Municipal Employees' Retirement System of Michigan
Michigan
$2.52M +$41.2K +860 +2%
IH
406
IFC Holdings
Florida
$2.5M +$292K +6,085 +13%
ERSOT
407
Employees Retirement System of Texas
Texas
$2.49M -$7.76M -162,000 -76%
AIL
408
AGF Investments LLC
Ontario, Canada
$2.48M +$184K +3,849 +8%
AWM
409
AE Wealth Management
Kansas
$2.47M -$274K -5,715 -10%
APFBOT
410
Amica Pension Fund Board of Trustees
Rhode Island
$2.47M +$647K +13,505 +35%
AIM
411
Anchor Investment Management
South Carolina
$2.46M -$18.5K -386 -0.7%
CCM
412
Cadence Capital Management
Massachusetts
$2.46M -$121K -2,523 -5%
MME
413
Meag Munich Ergo
Germany
$2.46M +$2.46M +50,931 New
ASN
414
Advisory Services Network
Georgia
$2.45M +$245K +5,125 +11%
DRS
415
Deane Retirement Strategies
Louisiana
$2.45M -$8.52K -178 -0.3%
BCM
416
Brookmont Capital Management
Texas
$2.44M -$285K -5,955 -10%
TF
417
Tompkins Financial
New York
$2.41M +$43.6K +911 +2%
EFS
418
Essex Financial Services
Connecticut
$2.37M -$224K -4,687 -9%
MCM
419
Maryland Capital Management
Maryland
$2.35M +$99.9K +2,086 +4%
SWP
420
Stratos Wealth Partners
Ohio
$2.33M +$41.3K +862 +2%
OI
421
Oakbrook Investments
Illinois
$2.32M -$101K -2,100 -4%
UB
422
UMB Bank
Missouri
$2.31M +$4.17K +87 +0.2%
CBTWT
423
Community Bank & Trust (Waco, Texas)
Texas
$2.28M +$1.77K +37 +0.1%
MM
424
Midas Management
New York
$2.27M – – –
TFA
425
Transamerica Financial Advisors
Florida
$2.27M +$4.07K +85 +0.2%
15 16
17
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