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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 %
PNAA
451
Pictet North America Advisors
Switzerland
$2.08M +$1.5M +30,500 +259%
BCCM
452
Bridge Creek Capital Management
Massachusetts
$2.06M -$19.7K -400 -0.9%
UB
453
UMB Bank
Missouri
$2.06M -$8.8K -179 -0.4%
AAC
454
Asset Advisors Corp
Georgia
$2.06M -$28.3K -576 -1%
SFP
455
Shepherd Financial Partners
Massachusetts
$2.05M +$2.05M +41,871 New
RWM
456
Rench Wealth Management
Texas
$2.04M +$63K +1,280 +3%
CHC
457
City Holding Co
West Virginia
$2.04M +$176K +3,569 +9%
FG
458
Fiduciary Group
Georgia
$2.03M +$167K +3,402 +9%
GIP
459
Greatmark Investment Partners
Georgia
$1.98M -$44.6K -906 -2%
CCM
460
Catawba Capital Management
Virginia
$1.98M -$10.1K -205 -0.5%
QT
461
Quantbot Technologies
New York
$1.98M -$325K -6,601 -14%
SWP
462
Stratos Wealth Partners
Ohio
$1.96M +$171K +3,485 +10%
MJRIC
463
Mogy Joel R Investment Counsel
California
$1.96M – – –
HCM
464
Hall Capital Management
Rhode Island
$1.95M +$1.95M +39,688 New
B
465
Barings
North Carolina
$1.95M -$246K -5,000 -11%
NPC
466
National Planning Corporation
California
$1.95M +$36.7K +750 +2%
AIP
467
ARS Investment Partners
New York
$1.92M -$135K -2,745 -7%
PCM
468
Parsons Capital Management
Rhode Island
$1.91M +$12.8K +260 +0.7%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$1.9M +$1.9M +38,669 New
BKA
470
Brick & Kyle Associates
Pennsylvania
$1.9M -$14.5K -295 -0.8%
RFA
471
Reilly Financial Advisors
California
$1.89M +$119K +2,414 +7%
AL
472
Agran Libbie
California
$1.89M -$49.2K -1,000 -3%
KIA
473
KCM Investment Advisors
California
$1.88M -$209K -4,250 -10%
PS
474
Pensionfund Sabic
Netherlands
$1.88M – – –
NGA
475
Naples Global Advisors
Florida
$1.88M +$14.2K +288 +0.8%
17 18
19
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