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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 %
NC
576
NewSquare Capital
Pennsylvania
$1.07M +$42.3K +860 +4%
CCFCSB
577
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M -$7.86K -160 -0.7%
TMAM
578
Tokio Marine Asset Management
Japan
$1.06M -$115K -2,340 -10%
CCT
579
Chemung Canal Trust
New York
$1.06M -$383K -7,808 -27%
Nuveen Asset Management
580
Nuveen Asset Management
Illinois
$1.05M -$21.6M -439,864 -95%
IIM
581
Ipswich Investment Management
Massachusetts
$1.04M +$20.1K +410 +2%
AWA
582
ARS Wealth Advisors
Florida
$1.02M +$11.1K +225 +1%
TG
583
TCW Group
California
$1.01M – – –
MWPCG
584
Measured Wealth Private Client Group
New Hampshire
$1.01M +$1.01M +20,486 New
MNBTD
585
Moody National Bank Trust Division
Texas
$991K -$423K -8,600 -30%
OIA
586
Optimum Investment Advisors
Illinois
$987K +$1.52K +31 +0.2%
SACTSONJ
587
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$983K +$983K +20,000 New
AA
588
Ancora Advisors
Ohio
$972K -$55.6K -1,132 -5%
SAM
589
SignalPoint Asset Management
Missouri
$971K -$25.6K -522 -3%
AC
590
Abbrea Capital
California
$969K – – –
CA
591
CapWealth Advisors
Tennessee
$969K +$246 +5 +0%
KA
592
Kovack Advisors
Florida
$968K +$16.4K +334 +2%
SCP
593
Scoria Capital Partners
Connecticut
$963K +$963K +19,600 New
BFC
594
Blue Fin Capital
Rhode Island
$957K -$6.63K -135 -0.7%
FIM
595
Freedom Investment Management
Connecticut
$957K +$58.9K +1,199 +7%
CP
596
Camelot Portfolios
Ohio
$956K +$24.4K +497 +3%
VIA
597
Virtus Investment Advisers
Connecticut
$955K -$152K -3,096 -14%
MCM
598
McRae Capital Management
New Jersey
$939K -$108K -2,200 -10%
SA
599
SRH Advisors
Kansas
$939K +$56.5K +1,150 +6%
EHWM
600
Eads & Heald Wealth Management
Georgia
$935K +$33.4K +680 +4%
22 23
24
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