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Southern Company
SO

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 %
HHC
451
Hutchin Hill Capital
New York
$2.05M +$1.58M +33,000 +337%
HW
452
Hancock Whitney
Mississippi
$2.04M +$10.2K +213 +0.5%
SFG
453
SNS Financial Group
Minnesota
$2.04M -$178K -3,723 -8%
SPIA
454
Steward Partners Investment Advisory
New York
$2.02M +$370K +7,727 +22%
RWM
455
Rench Wealth Management
Texas
$2.01M -$910 -19 -0%
BCCM
456
Bridge Creek Capital Management
Massachusetts
$2M +$10.3K +215 +0.5%
FLI
457
Family Legacy Inc
South Carolina
$1.98M -$1.2K -25 -0.1%
SFP
458
Shepherd Financial Partners
Massachusetts
$1.97M -$161K -3,411 -8%
NIMI
459
Natixis Investment Managers International
France
$1.97M -$2.38M -49,650 -55%
MWM
460
Marietta Wealth Management
Georgia
$1.97M +$111K +2,328 +6%
DIA
461
Dean Investment Associates
Ohio
$1.96M +$80.7K +1,685 +4%
CP
462
Corbenic Partners
Pennsylvania
$1.96M -$180K -3,770 -8%
DCM
463
Dupont Capital Management
Delaware
$1.95M -$89.4K -1,867 -4%
GIP
464
Greatmark Investment Partners
Georgia
$1.95M – – –
UBG
465
United Bank (Georgia)
Georgia
$1.95M +$148K +3,081 +8%
CCM
466
Catawba Capital Management
Virginia
$1.93M +$5.84K +122 +0.3%
LFAS
467
Level Four Advisory Services
Texas
$1.93M -$1.01K -20 -0.1%
PS
468
Pensionfund Sabic
Netherlands
$1.91M – – –
HWA
469
Heritage Way Advisors
Illinois
$1.89M +$141K +2,951 +8%
SBIA
470
Sheaff Brock Investment Advisors
Indiana
$1.87M -$364K -7,608 -16%
PCM
471
Parsons Capital Management
Rhode Island
$1.86M +$15.2K +317 +0.8%
FG
472
Fiduciary Group
Georgia
$1.86M +$33.4K +698 +2%
CIM
473
Cambria Investment Management
California
$1.85M +$1.85M +38,704 New
OMCS
474
Old Mutual Customised Solutions
South Africa
$1.85M -$81.4K -1,700 -4%
AAC
475
Asset Advisors Corp
Georgia
$1.85M -$23.9K -500 -1%
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