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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 %
BA
526
Bennicas & Associates
California
$1.47M -$29.5K -600 -2%
LWAC
527
Laurel Wealth Advisors (California)
California
$1.47M -$30.4K -619 -2%
ONB
528
Old National Bancorp
Indiana
$1.46M -$169K -3,442 -10%
FUBT
529
First United Bank & Trust
Maryland
$1.45M +$65.4K +1,330 +5%
SCM
530
Schnieders Capital Management
California
$1.45M +$113K +2,300 +8%
VV
531
Verity & Verity
South Carolina
$1.44M +$61.5K +1,250 +4%
LNC
532
Lincoln National Corp
Pennsylvania
$1.44M +$63.8K +1,297 +5%
JWBC
533
J.W. Burns & Co
New York
$1.43M +$35.6K +723 +3%
SS
534
Simplicity Solutions
Minnesota
$1.43M +$784K +15,932 +121%
DE
535
Day & Ennis
Georgia
$1.42M +$44.1K +896 +3%
WA
536
WFG Advisors
Texas
$1.42M -$59.6K -1,212 -4%
MNBTD
537
Moody National Bank Trust Division
Texas
$1.41M – – –
LPL Financial
538
LPL Financial
California
$1.41M -$57.9K -1,178 -4%
VIA
539
Virtus Investment Advisers
Connecticut
$1.41M -$6.48M -131,711 -82%
PP
540
Paloma Partners
Connecticut
$1.41M -$227K -4,610 -14%
NHC
541
Nicholas Hoffman & Company
Georgia
$1.41M +$105K +2,143 +8%
GLA
542
Great Lakes Advisors
Illinois
$1.38M +$3.74K +76 +0.3%
PFSC
543
Peoples Financial Services Corp
Pennsylvania
$1.37M -$29.5K -550 -2%
IC
544
Investment Counsel
Michigan
$1.37M +$21.3K +433 +2%
NAM
545
NTV Asset Management
West Virginia
$1.36M +$5.56K +113 +0.4%
REMPR
546
Roof Eidam Maycock Peralta (REMP)
California
$1.36M -$162K -3,295 -11%
ECM
547
Exchange Capital Management
Michigan
$1.36M +$3.35K +68 +0.2%
Balyasny Asset Management
548
Balyasny Asset Management
Illinois
$1.35M -$19.7M -399,740 -94%
BCP
549
Berkeley Capital Partners
Georgia
$1.34M +$230K +4,680 +21%
HW
550
Hancock Whitney
Mississippi
$1.32M +$25.8K +525 +2%
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