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Southern Company
SO

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 %
AA
601
Ancora Advisors
Ohio
$1M +$20.4K +426 +2%
CIBC Private Wealth Group
602
CIBC Private Wealth Group
Georgia
$1M +$142K +2,975 +17%
NC
603
NewSquare Capital
Pennsylvania
$998K +$60.3K +1,258 +6%
HH
604
Hilltop Holdings
Texas
$995K -$308K -6,434 -24%
IIM
605
Ipswich Investment Management
Massachusetts
$994K +$14.4K +300 +1%
TG
606
TCW Group
California
$987K -$557K -11,645 -36%
Mackenzie Financial
607
Mackenzie Financial
Ontario, Canada
$980K +$114K +2,376 +13%
AWA
608
ARS Wealth Advisors
Florida
$978K +$1.92K +40 +0.2%
SAM
609
SignalPoint Asset Management
Missouri
$972K +$3.78K +79 +0.4%
BHWM
610
Bar Harbor Wealth Management
New Hampshire
$964K -$383 -8 -0%
OIA
611
Optimum Investment Advisors
Illinois
$960K +$103K +2,152 +12%
GBT
612
Grove Bank & Trust
Florida
$953K -$27.5K -574 -3%
LIA
613
LBMC Investment Advisors
Tennessee
$947K +$7.57K +158 +0.8%
AC
614
Abbrea Capital
California
$945K -$16.8K -350 -2%
ST
615
Somerset Trust
Pennsylvania
$945K +$26K +544 +3%
CA
616
CapWealth Advisors
Tennessee
$944K +$63K +1,315 +7%
BFC
617
Blue Fin Capital
Rhode Island
$939K -$25.6K -535 -3%
SG
618
StoneX Group
New York
$939K +$442K +9,232 +89%
KA
619
Kovack Advisors
Florida
$927K +$14.3K +298 +2%
FT
620
Fiduciary Trust
Massachusetts
$919K +$8.05K +168 +0.9%
AP
621
Advisor Partners
California
$916K +$164K +3,434 +22%
DG
622
Davidson & Garrard
Virginia
$911K -$7.18K -150 -0.8%
CCM
623
Cohen Capital Management
California
$910K – – –
CP
624
Camelot Portfolios
Ohio
$908K -$18.7K -390 -2%
RBC
625
Ronald Blue & Co
Georgia
$908K +$108K +2,245 +13%
23 24
25
26 27