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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
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
Ameriprise
Minnesota
$438M
4
Franklin Resources
Franklin Resources
California
$1.08B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$594M
2
Federated Hermes
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
Wells Fargo
California
$694M
4
APG Asset Management
APG Asset Management
Netherlands
$126M
5
Capital International Investors
Capital International Investors
California
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
476
Marietta Wealth Management
Georgia
$1.93M +$403K +8,086 +26%
LFAS
477
Level Four Advisory Services
Texas
$1.93M +$294K +5,821 +18%
PCM
478
Parsons Capital Management
Rhode Island
$1.92M -$9.56K -192 -0.5%
BKA
479
Brick & Kyle Associates
Pennsylvania
$1.91M -$9.41K -189 -0.5%
FG
480
Fiduciary Group
Georgia
$1.9M -$149K -2,998 -7%
APFBOT
481
Amica Pension Fund Board of Trustees
Rhode Island
$1.89M – – –
TCOV
482
Trust Company of Vermont
Vermont
$1.89M +$2.74K +55 +0.1%
BG
483
Bahl & Gaynor
Ohio
$1.88M -$650K -13,055 -26%
Balyasny Asset Management
484
Balyasny Asset Management
Illinois
$1.88M +$515K +10,340 +38%
MMPW
485
Mitchell McLeod Pugh & Williams
Alabama
$1.87M +$5.03K +101 +0.3%
UBG
486
United Bank (Georgia)
Georgia
$1.87M +$49.4K +992 +3%
SS
487
Simplicity Solutions
Minnesota
$1.87M +$420K +8,430 +29%
FP
488
FDO Partners
Massachusetts
$1.86M +$1.61M +32,342 +656%
SSA
489
Schonfeld Strategic Advisors
New York
$1.85M +$1.85M +37,249 New
GIA
490
GHP Investment Advisors
Colorado
$1.83M +$103K +2,067 +6%
MJRIC
491
Mogy Joel R Investment Counsel
California
$1.81M -$169K -3,400 -9%
HWA
492
Heritage Way Advisors
Illinois
$1.81M +$114K +2,300 +7%
OC
493
Oakworth Capital
Alabama
$1.8M +$178K +3,579 +11%
JWM
494
Jackson Wealth Management
Florida
$1.79M +$95.5K +1,923 +6%
FCCM
495
First City Capital Management
Georgia
$1.76M -$61K -1,225 -3%
HCM
496
Hall Capital Management
Rhode Island
$1.74M -$240K -4,826 -12%
AL
497
Airain Ltd
Guernsey
$1.73M +$1.73M +34,766 New
WC
498
Woodstock Corp
Massachusetts
$1.73M -$1.25K -25 -0.1%
SPIA
499
Steward Partners Investment Advisory
New York
$1.72M +$740K +14,872 +76%
SLI
500
Sumitomo Life Insurance
Japan
$1.72M -$107K -2,141 -6%
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