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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 %
FT
601
Fiduciary Trust
Massachusetts
$934K -$8.84K -180 -0.9%
CCM
602
Cohen Capital Management
California
$934K – – –
HH
603
Hilltop Holdings
Texas
$933K -$87.4K -1,780 -9%
LIA
604
LBMC Investment Advisors
Tennessee
$933K -$38.7K -787 -4%
ACS
605
Archford Capital Strategies
Illinois
$931K +$5.9K +120 +0.6%
WSFS
606
Wilmington Savings Fund Society
Delaware
$927K +$601K +12,231 +184%
RCAG
607
Rehmann Capital Advisory Group
Michigan
$915K +$25.9K +527 +3%
MSS
608
Mitchell Sinkler & Starr
Pennsylvania
$914K +$14.7K +300 +2%
ACP
609
Aviance Capital Partners
Florida
$909K -$5.75K -117 -0.6%
AF
610
Aldebaran Financial
$906K – – –
CFG
611
Citizens Financial Group
Rhode Island
$904K +$182K +3,700 +25%
SC
612
Scotia Capital
Ontario, Canada
$895K +$136K +2,770 +18%
Wealth Enhancement Advisory Services
613
Wealth Enhancement Advisory Services
Minnesota
$894K +$894K +18,024 New
GBT
614
Grove Bank & Trust
Florida
$888K -$89.6K -1,824 -9%
PP
615
Patten & Patten
Tennessee
$888K +$98.6K +2,008 +12%
RCA
616
Rowland Carmichael Advisors
Arizona
$886K +$12.1K +247 +1%
B
617
BancorpSouth
Mississippi
$880K -$197K -4,021 -18%
PTC
618
Private Trust Company
Ohio
$880K -$3.83K -78 -0.4%
AP
619
Advisor Partners
California
$872K -$67.2K -1,368 -7%
OWD
620
Osborn Williams & Donohoe
Ohio
$871K -$24.6K -500 -3%
WI
621
WrapManager Inc
California
$864K -$49 -1 -0%
SLF
622
Sun Life Financial
Ontario, Canada
$864K +$253K +5,149 +41%
KFA
623
Kays Financial Advisory
Georgia
$858K +$16K +326 +2%
DAM
624
Delta Asset Management
Tennessee
$857K +$9.68K +197 +1%
AP
625
AHL Partners
United Kingdom
$855K +$20.1K +409 +2%
23 24
25
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