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Southern Company
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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 %
PFP
501
Pinnacle Financial Partners
Tennessee
$1.67M -$941K -19,130 -36%
Fiera Capital (Canada)
502
Fiera Capital (Canada)
Quebec, Canada
$1.66M -$148K -3,000 -8%
HKIM
503
Hayek Kallen Investment Management
Alabama
$1.66M -$78.7K -1,600 -5%
WRHAM
504
W.R. Huff Asset Management
Florida
$1.66M -$1.48K -30 -0.1%
ACM
505
Azimuth Capital Management
Michigan
$1.65M +$31.5K +640 +2%
WI
506
WrapManager Inc
California
$1.62M -$32.5K -661 -2%
AWM
507
AE Wealth Management
Kansas
$1.61M +$1.61M +32,773 New
VKH
508
Virtu KCG Holdings
New York
$1.61M -$1.91M -38,814 -54%
DWA
509
Douglass Winthrop Advisors
New York
$1.6M -$2.75K -56 -0.2%
LFAS
510
Level Four Advisory Services
Texas
$1.59M +$1.59M +32,364 New
FBT
511
First Bank & Trust
South Dakota
$1.59M +$1.59M +32,365 New
FNBOO
512
First National Bank of Omaha
Nebraska
$1.59M +$787K +16,000 +98%
MCM
513
Murphy Capital Management
New Jersey
$1.58M +$30.7K +625 +2%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.56M +$2.76K +56 +0.2%
AIA
515
Armor Investment Advisors
North Carolina
$1.54M +$1.54M +31,301 New
OC
516
Oakworth Capital
Alabama
$1.53M +$378K +8,068 +33%
TCM
517
Telos Capital Management
California
$1.52M +$274K +5,567 +22%
WS
518
Wedbush Securities
California
$1.52M +$49.3K +1,002 +3%
MWM
519
Marietta Wealth Management
Georgia
$1.51M +$1.51M +30,621 New
HH
520
Hilltop Holdings
Texas
$1.51M -$23.6K -479 -2%
Brown Advisory
521
Brown Advisory
Maryland
$1.5M -$139K -2,831 -8%
ANRIA
522
American National Registered Investment Advisor
Texas
$1.49M – – –
CFA
523
Carroll Financial Associates
North Carolina
$1.49M -$150K -3,052 -9%
WA
524
Waverly Advisors
Alabama
$1.48M +$42.6K +866 +3%
OMCS
525
Old Mutual Customised Solutions
South Africa
$1.48M +$423K +8,600 +40%
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