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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TF
426
Tompkins Financial
New York
$2.46M +$9.06K +182 +0.4%
WSTAM
427
Wilbanks Smith & Thomas Asset Management
Virginia
$2.45M -$67.5K -1,355 -3%
HPC
428
HM Payson & Co
Maine
$2.43M -$275K -5,531 -10%
UB
429
UMB Bank
Missouri
$2.4M +$316K +6,338 +15%
AIL
430
AGF Investments LLC
Ontario, Canada
$2.39M +$183K +3,674 +8%
SWP
431
Stratos Wealth Partners
Ohio
$2.38M +$390K +7,843 +20%
MBTD
432
Mechanics Bank - Trust Department
California
$2.37M -$259K -5,204 -10%
MM
433
Midas Management
New York
$2.37M – – –
CBTWT
434
Community Bank & Trust (Waco, Texas)
Texas
$2.37M +$10.1K +203 +0.4%
TFA
435
Transamerica Financial Advisors
Florida
$2.36M -$4.63K -93 -0.2%
MCM
436
Maryland Capital Management
Maryland
$2.34M +$68.9K +1,385 +3%
SBIA
437
Sheaff Brock Investment Advisors
Indiana
$2.32M -$8.21K -165 -0.4%
CG
438
Clinton Group
New York
$2.32M +$2.32M +46,536 New
S
439
SignatureFD
Georgia
$2.31M +$35.2K +708 +2%
SFG
440
SNS Financial Group
Minnesota
$2.3M -$1.09M -21,926 -32%
IH
441
IFC Holdings
Florida
$2.3M +$55.8K +1,121 +2%
ASN
442
Advisory Services Network
Georgia
$2.29M +$2.29M +46,054 New
CCM
443
CrestPoint Capital Management
Missouri
$2.29M +$69.7K +1,400 +3%
BCP
444
Blue Chip Partners
Michigan
$2.28M -$41.4K -832 -2%
SFP
445
Shepherd Financial Partners
Massachusetts
$2.28M +$167K +3,304 +8%
SSWM
446
Smith Salley Wealth Management
North Carolina
$2.26M -$25.9K -521 -1%
NB
447
NBT Bank
New York
$2.24M -$53.2K -1,069 -2%
CP
448
Corbenic Partners
Pennsylvania
$2.23M -$66.1K -1,327 -3%
Wealth Enhancement Advisory Services
449
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$1.34M +26,986 +153%
BUB
450
BBVA USA Bancshares
Texas
$2.19M -$268K -5,376 -11%
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