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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 %
CFA
501
Carroll Financial Associates
North Carolina
$1.53M -$71.8K -1,455 -4%
KCPG
502
Kavar Capital Partners Group
Kansas
$1.53M +$1.53M +31,201 New
MCM
503
Murphy Capital Management
New Jersey
$1.5M -$35.6K -725 -2%
Brown Advisory
504
Brown Advisory
Maryland
$1.5M -$7.32K -149 -0.5%
VC
505
Vicus Capital
Pennsylvania
$1.5M +$641K +13,046 +75%
NHC
506
Nicholas Hoffman & Company
Georgia
$1.48M -$14K -284 -0.9%
BL
507
BFSG LLC
California
$1.47M -$15.2K -310 -1%
BA
508
Bennicas & Associates
California
$1.46M – – –
LNC
509
Lincoln National Corp
Pennsylvania
$1.45M -$47.1K -958 -3%
AFS
510
Access Financial Services
Minnesota
$1.44M +$71.1K +1,447 +5%
NA
511
NewEdge Advisors
Louisiana
$1.41M -$168K -3,386 -11%
VF
512
Virtu Financial
New York
$1.41M +$1.41M +28,745 New
CAM
513
Columbia Asset Management
Michigan
$1.41M +$239K +4,870 +21%
FLI
514
Family Legacy Inc
South Carolina
$1.41M -$630K -12,830 -31%
LWAC
515
Laurel Wealth Advisors (California)
California
$1.4M -$75.6K -1,538 -5%
EI
516
Elkhorn Investments
Illinois
$1.4M +$150K +3,046 +12%
II
517
IFM Investors
Australia
$1.37M +$24.9K +506 +2%
FMBTD
518
First Midwest Bank Trust Division
Illinois
$1.37M -$191K -3,895 -12%
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$1.36M +$9.82K +200 +0.7%
AIS
520
American Investment Services
Massachusetts
$1.35M +$72.4K +1,472 +6%
NAM
521
NTV Asset Management
West Virginia
$1.35M -$28.3K -577 -2%
WA
522
Waverly Advisors
Alabama
$1.34M -$117K -2,374 -8%
SFG
523
SevenBridge Financial Group
Pennsylvania
$1.34M +$38K +773 +3%
HAG
524
HighPoint Advisor Group
Illinois
$1.34M +$1.21M +229,284 +923%
IC
525
Investment Counsel
Michigan
$1.34M -$13.1K -267 -1%
19 20
21
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