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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 %
KIA
501
KCM Investment Advisors
California
$1.72M -$187K -3,750 -10%
DWA
502
Douglass Winthrop Advisors
New York
$1.71M +$94.3K +1,893 +6%
ECM
503
Everence Capital Management
Indiana
$1.71M – – –
CFB
504
Cullen/Frost Bankers
Texas
$1.71M -$412K -8,268 -19%
ACM
505
Azimuth Capital Management
Michigan
$1.69M +$18.7K +375 +1%
BW
506
Bison Wealth
Georgia
$1.69M -$185K -3,708 -10%
HKIM
507
Hayek Kallen Investment Management
Alabama
$1.69M +$11.2K +225 +0.7%
FBT
508
First Bank & Trust
South Dakota
$1.69M +$78.4K +1,576 +5%
MC
509
Moors & Cabot
Massachusetts
$1.67M -$84.5K -1,695 -5%
FMBTD
510
First Midwest Bank Trust Division
Illinois
$1.66M -$139K -2,784 -8%
TI
511
Trexquant Investment
Connecticut
$1.64M +$1.11M +22,256 +208%
Fiera Capital (Canada)
512
Fiera Capital (Canada)
Quebec, Canada
$1.64M -$45.1K -905 -3%
LS
513
Livforsakringsbolaget Skandia
Sweden
$1.64M -$1.77M -35,600 -52%
ZCM
514
Zebra Capital Management
Connecticut
$1.61M +$876K +17,611 +120%
NLI
515
Nippon Life Insurance
Japan
$1.61M -$235K -4,717 -13%
TG
516
TCW Group
California
$1.61M -$3.6M -72,300 -69%
WI
517
WrapManager Inc
California
$1.6M -$39.2K -788 -2%
AL
518
Agran Libbie
California
$1.6M -$307K -6,161 -16%
CC
519
Cipher Capital
New York
$1.59M +$1.59M +32,020 New
AIA
520
Armor Investment Advisors
North Carolina
$1.58M +$24.8K +499 +2%
TCM
521
Telos Capital Management
California
$1.58M +$44.9K +901 +3%
NA
522
NewEdge Advisors
Louisiana
$1.58M +$232K +4,599 +17%
WS
523
Wedbush Securities
California
$1.57M +$38.4K +772 +3%
JWBC
524
J.W. Burns & Co
New York
$1.56M +$116K +2,335 +8%
VV
525
Verity & Verity
South Carolina
$1.56M +$109K +2,199 +8%
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