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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 %
DE
526
Day & Ennis
Georgia
$1.32M -$75.4K -1,535 -5%
IRF
527
IBM Retirement Fund
New York
$1.32M – – –
OIM
528
Opus Investment Management
Massachusetts
$1.32M – – –
EOJOAM
529
E. Ohman J:or Asset Management
Sweden
$1.32M +$19.7K +400 +2%
KIA
530
KCM Investment Advisors
California
$1.3M -$40.5K -825 -3%
CT
531
Coastline Trust
Rhode Island
$1.3M +$139K +2,825 +12%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.29M -$46.2K -940 -3%
CNBT
533
Canandaigua National Bank & Trust
New York
$1.28M -$71.7K -1,460 -5%
SHCM
534
Stokes & Hubbell Capital Management
Louisiana
$1.28M +$376K +7,642 +42%
Pacer Advisors
535
Pacer Advisors
Pennsylvania
$1.27M +$154K +3,129 +14%
WCBA
536
Weaver C. Barksdale & Associates
Tennessee
$1.26M – – –
CC
537
ClearArc Capital
Ohio
$1.26M +$65.3K +1,330 +5%
FNBOO
538
First National Bank of Omaha
Nebraska
$1.26M +$521K +10,597 +70%
BCM
539
Brookmont Capital Management
Texas
$1.26M -$1.25M -25,352 -50%
NFG
540
Next Financial Group
Texas
$1.26M -$59.6K -1,170 -5%
NWP
541
Northstar Wealth Partners
Connecticut
$1.25M +$23.6K +475 +2%
WC
542
Woodstock Corp
Massachusetts
$1.25M -$25.8K -525 -2%
SAA
543
Southeast Asset Advisors
Georgia
$1.25M -$54.1K -1,100 -4%
WPC
544
Waters Parkerson & Co
Louisiana
$1.24M +$14.7K +300 +1%
BFM
545
Boston Financial Management
Massachusetts
$1.24M +$14.5K +296 +1%
BA
546
Bristlecone Advisors
Washington
$1.23M -$5.65K -115 -0.5%
Marshall Wace
547
Marshall Wace
United Kingdom
$1.23M +$1.23M +25,031 New
RIL
548
Rothschild Investment LLC
Illinois
$1.2M -$90.1K -1,833 -7%
SAM
549
Sequent Asset Management
Texas
$1.2M -$7.37K -150 -0.6%
JWS
550
Juncture Wealth Strategies
Arizona
$1.19M -$24.6K -500 -2%
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