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Southern Company
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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 %
TMAM
576
Tokio Marine Asset Management
Japan
$1.14M -$2.29M -47,869 -67%
CBA
577
Coastal Bridge Advisors
Connecticut
$1.14M +$5.55K +116 +0.5%
SAM
578
Strategy Asset Managers
California
$1.14M +$1.14M +23,814 New
CAM
579
Columbia Asset Management
Michigan
$1.14M +$49.4K +1,033 +5%
CPO
580
Cerity Partners OCIO
New York
$1.14M +$102K +2,125 +10%
SGCA
581
Steel Grove Capital Advisors
Tennessee
$1.14M +$151K +3,148 +15%
PTC
582
Philadelphia Trust Company
Pennsylvania
$1.13M -$11.3K -237 -1%
CT
583
Coastline Trust
Rhode Island
$1.13M +$91.9K +1,920 +9%
FBT
584
First Bank & Trust
South Dakota
$1.13M -$501K -10,460 -31%
Bessemer Group
585
Bessemer Group
New Jersey
$1.11M +$369K +7,705 +50%
MA
586
MUFG Americas
New York
$1.11M +$307K +6,424 +38%
LIC
587
Lodestar Investment Counsel
Illinois
$1.11M -$2.76M -57,701 -71%
SYBT
588
Stock Yards Bank & Trust
Kentucky
$1.1M -$120K -2,510 -10%
HFBOT
589
Home Federal Bank of Tennessee
Tennessee
$1.09M +$4.55K +95 +0.4%
Pacer Advisors
590
Pacer Advisors
Pennsylvania
$1.08M +$83.6K +1,747 +8%
VIA
591
Virtus Investment Advisers
Connecticut
$1.08M -$124K -2,588 -10%
AIP
592
Ameritas Investment Partners
Nebraska
$1.08M -$17.5K -366 -2%
FRM
593
Fox Run Management
Connecticut
$1.07M +$764K +15,947 +247%
Capital Fund Management (CFM)
594
Capital Fund Management (CFM)
France
$1.07M +$1.07M +22,260 New
B
595
BancorpSouth
Mississippi
$1.05M -$111K -2,309 -10%
ISB
596
Iowa State Bank
Iowa
$1.04M +$4.79K +100 +0.5%
CCFCSB
597
Cape Cod Five Cents Savings Bank
Massachusetts
$1.04M -$63.9K -1,335 -6%
LMAM
598
Legg Mason Asset Management
Japan
$1.03M +$1.03M +21,400 New
MCM
599
McRae Capital Management
New Jersey
$1.02M -$4.79K -100 -0.5%
JIC
600
Johnson Investment Counsel
Ohio
$1.02M -$32.9K -688 -3%
22 23
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