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Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.99B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$318M
3
Ameriprise
Ameriprise
Minnesota
+$295M
4
Franklin Resources
Franklin Resources
California
+$257M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$228M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$137M
3
Wells Fargo
Wells Fargo
California
-$92.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$70.6M
5
Capital International Investors
Capital International Investors
California
-$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
601
Ancora Advisors
Ohio
$1.02M -$22.4K -450 -2%
GBT
602
Grove Bank & Trust
Florida
$1.02M -$135K -2,724 -12%
IIM
603
Ipswich Investment Management
Massachusetts
$1.02M +$4.98K +100 +0.5%
BVDMP
604
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M – – –
AWA
605
ARS Wealth Advisors
Florida
$1.02M -$29.3K -589 -3%
SAM
606
SignalPoint Asset Management
Missouri
$1.01M +$24.2K +487 +2%
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$1M -$57K -1,145 -5%
BFC
608
Blue Fin Capital
Rhode Island
$1M -$27.4K -550 -3%
SFA
609
Stewardship Financial Advisors
Georgia
$1M -$1.64K -33 -0.2%
QAM
610
Quantres Asset Management
Cayman Islands
$1M +$1M +20,100 New
AC
611
Abbrea Capital
California
$999K +$139K +2,800 +16%
II
612
IFM Investors
Australia
$985K +$387K +7,781 +65%
Mariner
613
Mariner
Kansas
$979K +$238K +4,779 +32%
LIA
614
LBMC Investment Advisors
Tennessee
$977K -$3.04K -61 -0.3%
NC
615
NewSquare Capital
Pennsylvania
$975K +$154K +3,089 +19%
VanEck Associates
616
VanEck Associates
New York
$970K +$157K +3,158 +19%
CP
617
Camelot Portfolios
Ohio
$963K +$6.52K +131 +0.7%
IWM
618
Integrated Wealth Management
California
$960K +$11.4K +230 +1%
AT
619
Argent Trust
Texas
$960K +$43.3K +871 +5%
DG
620
Davidson & Garrard
Virginia
$955K -$37.3K -750 -4%
ST
621
Somerset Trust
Pennsylvania
$955K +$17.6K +354 +2%
KA
622
Kovack Advisors
Florida
$949K +$91.6K +1,840 +11%
FT
623
Fiduciary Trust
Massachusetts
$947K +$28.8K +578 +3%
CCM
624
Cohen Capital Management
California
$946K – – –
BFEC
625
Benjamin F. Edwards & Company
Missouri
$945K +$40.4K +812 +4%
23 24
25
26 27