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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 %
MBTD
426
Mechanics Bank - Trust Department
California
$2.26M -$14.4K -300 -0.6%
BCP
427
Blue Chip Partners
Michigan
$2.26M +$65.3K +1,364 +3%
GL
428
GLG LLC
New York
$2.25M -$261K -5,450 -10%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M -$114K -2,389 -5%
S
430
SignatureFD
Georgia
$2.24M +$25.7K +537 +1%
FB
431
Fulton Bank
Pennsylvania
$2.23M -$708K -14,778 -24%
CHC
432
City Holding Co
West Virginia
$2.22M +$144K +2,999 +7%
SSWM
433
Smith Salley Wealth Management
North Carolina
$2.22M +$37.4K +782 +2%
JWM
434
Jackson Wealth Management
Florida
$2.2M +$451K +9,298 +26%
GJIC
435
Gamble Jones Investment Counsel
California
$2.16M +$53.3K +1,113 +3%
BUB
436
BBVA USA Bancshares
Texas
$2.16M +$45.7K +955 +2%
NB
437
NBT Bank
New York
$2.14M -$9.57K -200 -0.4%
JPMPWA
438
J.P. Morgan Private Wealth Advisors
California
$2.13M -$370K -7,730 -15%
HPC
439
HM Payson & Co
Maine
$2.13M -$208K -4,340 -9%
RVM
440
Robinson Value Management
Texas
$2.12M +$2.12M +44,213 New
CCM
441
CrestPoint Capital Management
Missouri
$2.11M -$91K -1,900 -4%
CIC
442
Carnegie Investment Counsel
Ohio
$2.1M +$120K +2,405 +6%
NI
443
Nepsis Inc
Minnesota
$2.1M +$67.4K +1,408 +3%
RFA
444
Reilly Financial Advisors
California
$2.09M +$122K +2,555 +6%
MF
445
Magnetar Financial
Illinois
$2.09M +$1.46M +30,414 +231%
GIA
446
GHP Investment Advisors
Colorado
$2.08M +$325K +6,781 +18%
NPC
447
National Planning Corporation
California
$2.08M +$147K +3,081 +8%
ED
448
Exane Derivatives
France
$2.08M -$677K -14,142 -25%
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$2.07M -$12M -251,672 -85%
NGA
450
Naples Global Advisors
Florida
$2.06M +$123K +2,562 +6%
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