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Southern Company
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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 %
ACS
601
Archford Capital Strategies
Illinois
$1.01M +$129K +2,619 +15%
BVDMP
602
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1M – – –
IIM
603
Ipswich Investment Management
Massachusetts
$1M – – –
Jane Street
604
Jane Street
New York
$998K -$2.01M -40,835 -67%
AP
605
Advisor Partners
California
$996K +$21.3K +433 +2%
Pacer Advisors
606
Pacer Advisors
Pennsylvania
$995K -$5.91K -120 -0.6%
SFA
607
Stewardship Financial Advisors
Georgia
$992K -$872K -17,722 -47%
CA
608
CapWealth Advisors
Tennessee
$988K +$6.74K +137 +0.7%
FTC
609
Farmers Trust Company
Ohio
$985K -$21.3K -432 -2%
SAM
610
Sequent Asset Management
Texas
$984K – – –
HS
611
HighVista Strategies
Massachusetts
$984K +$984K +20,000 New
CG
612
Cutler Group
California
$982K -$270K -5,486 -22%
CT
613
Coastline Trust
Rhode Island
$982K +$33K +670 +3%
DG
614
Davidson & Garrard
Virginia
$981K -$9.55K -194 -1%
Bessemer Group
615
Bessemer Group
New Jersey
$978K +$236K +4,792 +32%
SAM
616
SignalPoint Asset Management
Missouri
$971K +$22.2K +451 +2%
LIA
617
LBMC Investment Advisors
Tennessee
$968K -$31.8K -646 -3%
SPIA
618
Steward Partners Investment Advisory
New York
$967K +$967K +19,677 New
EHWM
619
Eads & Heald Wealth Management
Georgia
$952K +$26.9K +548 +3%
CP
620
Camelot Portfolios
Ohio
$946K +$30.6K +622 +3%
MA
621
MUFG Americas
New York
$943K +$22.6K +460 +2%
EWM
622
Evercore Wealth Management
New York
$940K +$58.1K +1,182 +7%
IWM
623
Integrated Wealth Management
California
$938K -$1.67K -34 -0.2%
CCM
624
Cohen Capital Management
California
$935K – – –
ST
625
Somerset Trust
Pennsylvania
$926K +$5.9K +120 +0.6%
23 24
25
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