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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 %
MMPW
476
Mitchell McLeod Pugh & Williams
Alabama
$1.84M +$42.7K +892 +2%
SGI
477
Summit Global Investments
Utah
$1.84M +$636K +13,277 +53%
BKA
478
Brick & Kyle Associates
Pennsylvania
$1.84M +$527 +11 +0%
PFS
479
Prospera Financial Services
Texas
$1.84M +$1.85K +39 +0.1%
CFB
480
Cullen/Frost Bankers
Texas
$1.84M +$194K +4,058 +12%
CI
481
Cigna Investments
Connecticut
$1.83M -$120K -2,499 -6%
CG
482
Clinton Group
New York
$1.83M -$397K -8,299 -18%
TCOV
483
Trust Company of Vermont
Vermont
$1.82M +$1.96K +41 +0.1%
SMM
484
Stadion Money Management
Georgia
$1.8M -$1.54M -32,241 -46%
BG
485
Bahl & Gaynor
Ohio
$1.79M -$18.9K -395 -1%
AIP
486
ARS Investment Partners
New York
$1.79M -$67.2K -1,404 -4%
TSS
487
Two Sigma Securities
New York
$1.79M +$976K +20,384 +121%
DWA
488
Douglass Winthrop Advisors
New York
$1.78M +$134K +2,800 +8%
UR
489
USCA RIA
Texas
$1.77M +$1.38M +28,869 +361%
Verition Fund Management
490
Verition Fund Management
Connecticut
$1.76M +$1.44M +30,073 +445%
MC
491
Moors & Cabot
Massachusetts
$1.76M +$153K +3,182 +10%
OC
492
Oakworth Capital
Alabama
$1.75M +$11.6K +243 +0.7%
MJRIC
493
Mogy Joel R Investment Counsel
California
$1.75M – – –
SLI
494
Sumitomo Life Insurance
Japan
$1.72M +$72.7K +1,518 +4%
GAM
495
Griffin Asset Management
New York
$1.7M +$1.7M +35,565 New
FCCM
496
First City Capital Management
Georgia
$1.69M -$670 -14 -0%
ZCM
497
Zebra Capital Management
Connecticut
$1.66M +$115K +2,399 +7%
ECM
498
Everence Capital Management
Indiana
$1.65M – – –
Fiera Capital (Canada)
499
Fiera Capital (Canada)
Quebec, Canada
$1.64M +$67K +1,399 +4%
ZIC
500
ZWJ Investment Counsel
Georgia
$1.64M -$1.28M -26,653 -44%
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