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Southern Company
SO

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 %
CII
551
Capital International Inc
California
$1.32M +$1.32M +26,780 New
SC
552
SouthState Corp
Florida
$1.31M -$15.6K -316 -1%
SAA
553
Southeast Asset Advisors
Georgia
$1.3M -$20.8K -423 -2%
NA
554
NewEdge Advisors
Louisiana
$1.29M +$138K +2,850 +12%
TCM
555
Twin Capital Management
Pennsylvania
$1.28M +$126K +2,570 +11%
BFM
556
Boston Financial Management
Massachusetts
$1.27M +$10.2K +207 +0.8%
HAG
557
HighPoint Advisor Group
Illinois
$1.27M +$2.7K +54 +0.2%
AFS
558
Access Financial Services
Minnesota
$1.27M +$1.27M +25,753 New
SYBT
559
Stock Yards Bank & Trust
Kentucky
$1.26M – – –
AIS
560
American Investment Services
Massachusetts
$1.25M – – –
BA
561
Bristlecone Advisors
Washington
$1.24M -$354K -7,193 -22%
JWS
562
Juncture Wealth Strategies
Arizona
$1.24M +$13.4K +272 +1%
FTIOP
563
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.23M +$14.8K +300 +1%
CCFCSB
564
Cape Cod Five Cents Savings Bank
Massachusetts
$1.22M -$175K -3,555 -13%
SFWA
565
Summit Financial Wealth Advisors
Louisiana
$1.22M +$15.7K +320 +1%
CI
566
Conning Inc
Connecticut
$1.21M +$34.9K +710 +3%
B
567
BancorpSouth
Mississippi
$1.2M -$71.9K -1,463 -6%
JIC
568
Johnson Investment Counsel
Ohio
$1.2M +$104K +2,122 +10%
CIBC Private Wealth Group
569
CIBC Private Wealth Group
Georgia
$1.2M +$60.2K +1,223 +5%
PTC
570
Philadelphia Trust Company
Pennsylvania
$1.19M +$46.7K +950 +4%
MSS
571
Mitchell Sinkler & Starr
Pennsylvania
$1.19M -$49.2K -1,000 -4%
TBNY
572
Trustco Bank (New York)
New York
$1.19M -$9.84K -200 -0.8%
CBOR
573
Community Bank of Raymore
Missouri
$1.19M – – –
MSV
574
MN Services Vermogensbeheer
Netherlands
$1.18M +$49.2K +1,055 +4%
CC
575
ClearArc Capital
Ohio
$1.17M -$10.3K -210 -0.9%
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