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Southern Company
SO

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 %
FCBT
626
First Citizens Bank & Trust
North Carolina
$923K -$130K -2,642 -12%
MLIC
627
Mandatum Life Insurance Company
Finland
$911K +$110K +2,241 +14%
FT
628
Fiduciary Trust
Massachusetts
$908K -$11.3K -230 -1%
AT
629
Argent Trust
Texas
$906K -$49.7K -1,012 -5%
OWD
630
Osborn Williams & Donohoe
Ohio
$897K -$5.41K -110 -0.6%
CIM
631
Cetera Investment Management
California
$895K -$154K -3,136 -15%
PHIMC
632
Private Harbour Investment Management & Counsel
Ohio
$895K -$17.2K -350 -2%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$894K +$27.3K +555 +3%
Walleye Trading
634
Walleye Trading
New York
$892K +$471K +9,574 +112%
WCBA
635
Weaver C. Barksdale & Associates
Tennessee
$891K -$4.92K -100 -0.5%
AF
636
Aldebaran Financial
$882K -$54.1K -1,100 -6%
AW
637
ACG Wealth
Georgia
$882K +$103K +2,102 +13%
Mackenzie Financial
638
Mackenzie Financial
Ontario, Canada
$877K +$99.7K +2,027 +13%
BFA
639
Benedict Financial Advisors
Georgia
$872K +$2.8K +57 +0.3%
PP
640
Palladium Partners
Virginia
$871K -$9.99K -203 -1%
DAM
641
Delta Asset Management
Tennessee
$867K +$7.72K +157 +0.9%
SA
642
SRH Advisors
Kansas
$866K – – –
SC
643
Scotia Capital
Ontario, Canada
$866K +$48.9K +994 +6%
DZ Bank
644
DZ Bank
Germany
$865K +$865K +17,590 New
Wealth Enhancement Advisory Services
645
Wealth Enhancement Advisory Services
Minnesota
$865K +$865K +17,594 New
RCAMU
646
Rothschild & Co Asset Management US
Connecticut
$862K +$110K +2,232 +15%
1IA
647
1834 Investment Advisors
Wisconsin
$858K -$100K -2,039 -10%
PTC
648
Private Trust Company
Ohio
$856K +$13.6K +277 +2%
RCA
649
Rowland Carmichael Advisors
Arizona
$854K -$171K -3,469 -17%
FNBT
650
FineMark National Bank & Trust
Florida
$854K +$177K +3,608 +26%
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