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Southern Company
SO

Overview Fund Activity

1,157 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 441 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
28.89%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
70
Increased
441
Reduced
452
Closed
67
Calls
$317M
Puts
$205M
Net Calls
+$111M
Net Calls Change
+$38.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
5
CBOA
Commonwealth Bank of Australia
Australia
+$55.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$137M
2
T
TOBAM
France
-$99.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$81.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$66.5M
5
PI
PGGM Investments
Netherlands
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Catawba Capital Management
Virginia
$1.81M -$176K -3,580 -9%
MJRIC
477
Mogy Joel R Investment Counsel
California
$1.79M – – –
LFAS
478
Level Four Advisory Services
Texas
$1.79M -$87.1K -1,772 -5%
DWA
479
Douglass Winthrop Advisors
New York
$1.77M -$59K -1,200 -3%
UR
480
USCA RIA
Texas
$1.77M – – –
SLI
481
Sumitomo Life Insurance
Japan
$1.74M -$31.5K -640 -2%
VV
482
Verity & Verity
South Carolina
$1.74M +$111K +2,260 +7%
FCCM
483
First City Capital Management
Georgia
$1.73M +$1.33K +27 +0.1%
ZIC
484
ZWJ Investment Counsel
Georgia
$1.73M +$49.1K +1,000 +3%
JG
485
Jefferies Group
New York
$1.72M -$26.8M -544,926 -94%
ECM
486
Everence Capital Management
Indiana
$1.69M – – –
WS
487
Wedbush Securities
California
$1.69M +$161K +3,276 +11%
FTIOP
488
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.67M +$10.9K +222 +0.7%
HCM
489
Highbridge Capital Management
New York
$1.67M -$13.3M -270,443 -89%
HKIM
490
Hayek Kallen Investment Management
Alabama
$1.65M -$7.37K -150 -0.4%
AIA
491
Armor Investment Advisors
North Carolina
$1.65M +$32.3K +657 +2%
ECM
492
ETrade Capital Management
Virginia
$1.65M +$143K +2,910 +10%
BUB
493
BBVA USA Bancshares
Texas
$1.62M -$591K -12,029 -27%
LS
494
Livforsakringsbolaget Skandia
Sweden
$1.62M – – –
TCM
495
Telos Capital Management
California
$1.61M +$1.77K +36 +0.1%
NLI
496
Nippon Life Insurance
Japan
$1.6M +$3.1K +63 +0.2%
BW
497
Bison Wealth
Georgia
$1.59M +$41.3K +841 +3%
Fiera Capital (Canada)
498
Fiera Capital (Canada)
Quebec, Canada
$1.57M -$115K -2,344 -7%
JWBC
499
J.W. Burns & Co
New York
$1.55M -$27.8K -565 -2%
SB
500
Simmons Bank
Arkansas
$1.55M -$1.73M -35,287 -53%
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