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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 %
SS
501
Simplicity Solutions
Minnesota
$1.63M -$164K -3,418 -9%
ACM
502
Azimuth Capital Management
Michigan
$1.63M -$479 -10 -0%
SM
503
Sciencast Management
New Jersey
$1.62M +$808K +16,877 +99%
HKIM
504
Hayek Kallen Investment Management
Alabama
$1.61M -$9.77K -204 -0.6%
FTIOP
505
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.61M +$446K +9,314 +38%
VV
506
Verity & Verity
South Carolina
$1.59M +$82.6K +1,725 +5%
SCM
507
Schnieders Capital Management
California
$1.58M +$157K +3,270 +11%
AIA
508
Armor Investment Advisors
North Carolina
$1.58M +$53K +1,107 +3%
LS
509
Livforsakringsbolaget Skandia
Sweden
$1.57M – – –
CG
510
Cutler Group
California
$1.57M +$416K +8,683 +36%
TCM
511
Telos Capital Management
California
$1.56M +$41.4K +865 +3%
CFA
512
Carroll Financial Associates
North Carolina
$1.56M +$133K +2,770 +9%
NLI
513
Nippon Life Insurance
Japan
$1.56M +$9.15K +191 +0.6%
JWBC
514
J.W. Burns & Co
New York
$1.54M +$37.4K +781 +2%
FMBTD
515
First Midwest Bank Trust Division
Illinois
$1.52M -$73K -1,525 -5%
BW
516
Bison Wealth
Georgia
$1.51M -$117K -2,442 -7%
NA
517
NewEdge Advisors
Louisiana
$1.51M +$28.9K +612 +2%
MCM
518
Murphy Capital Management
New Jersey
$1.5M -$2.92K -61 -0.2%
NBC
519
Neuberger Berman Canada
Ontario, Canada
$1.5M +$400K +8,363 +37%
WS
520
Wedbush Securities
California
$1.49M -$26.3K -549 -2%
DIP
521
DT Investment Partners
Pennsylvania
$1.47M +$236K +4,938 +19%
Brown Advisory
522
Brown Advisory
Maryland
$1.47M +$16K +335 +1%
ECM
523
ETrade Capital Management
Virginia
$1.47M -$1.37M -28,596 -48%
LP
524
LMR Partners
United Kingdom
$1.46M +$952K +19,897 +187%
LNC
525
Lincoln National Corp
Pennsylvania
$1.46M +$53.9K +1,126 +4%
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