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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 %
NHC
526
Nicholas Hoffman & Company
Georgia
$1.46M +$64.1K +1,338 +5%
AW
527
ACG Wealth
Georgia
$1.46M +$197K +4,094 +16%
ANRIA
528
American National Registered Investment Advisor
Texas
$1.45M -$1.2K -25 -0.1%
BL
529
BFSG LLC
California
$1.45M +$2.63K +55 +0.2%
LWAC
530
Laurel Wealth Advisors (California)
California
$1.44M +$2.3K +48 +0.2%
BA
531
Bennicas & Associates
California
$1.43M – – –
WA
532
Waverly Advisors
Alabama
$1.42M -$1.44K -30 -0.1%
W
533
Wealthfront
California
$1.42M +$84.8K +1,771 +6%
CCT
534
Chemung Canal Trust
New York
$1.4M -$1.13M -23,616 -45%
Jane Street
535
Jane Street
New York
$1.38M +$1.38M +28,828 New
MNBTD
536
Moody National Bank Trust Division
Texas
$1.38M – – –
DE
537
Day & Ennis
Georgia
$1.36M +$15.1K +316 +1%
NAM
538
NTV Asset Management
West Virginia
$1.34M +$191 +4 +0%
NI
539
Numeric Investors
Massachusetts
$1.34M -$71.8K -1,500 -5%
AFS
540
Access Financial Services
Minnesota
$1.33M +$97.3K +2,032 +8%
CNBT
541
Canandaigua National Bank & Trust
New York
$1.32M -$22K -459 -2%
PFSC
542
Peoples Financial Services Corp
Pennsylvania
$1.32M +$9.57K +200 +0.7%
IC
543
Investment Counsel
Michigan
$1.31M +$55.1K +1,150 +4%
II
544
IFM Investors
Australia
$1.31M +$364K +7,598 +38%
KIA
545
KCM Investment Advisors
California
$1.31M -$340K -7,100 -21%
IRF
546
IBM Retirement Fund
New York
$1.31M +$714K +13,344 +121%
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.3M +$21.1K +441 +2%
OIM
548
Opus Investment Management
Massachusetts
$1.28M -$2.4M -50,200 -65%
GLA
549
Great Lakes Advisors
Illinois
$1.28M +$782K +16,331 +156%
QAM
550
Quantres Asset Management
Cayman Islands
$1.27M +$311K +6,500 +32%
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