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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 %
DZ Bank
626
DZ Bank
Germany
$941K +$65.7K +1,320 +8%
EWM
627
Evercore Wealth Management
New York
$932K -$19K -382 -2%
ACS
628
Archford Capital Strategies
Illinois
$926K -$99.3K -1,990 -10%
ACP
629
Aviance Capital Partners
Florida
$923K -$220K -4,423 -19%
NIT
630
NumerixS Investment Technologies
British Columbia, Canada
$921K +$921K +18,500 New
CA
631
CapWealth Advisors
Tennessee
$916K -$83.8K -1,683 -8%
OWD
632
Osborn Williams & Donohoe
Ohio
$903K -$4.98K -100 -0.5%
NIPH
633
NN Investment Partners Holdings
Netherlands
$902K -$872K -17,523 -49%
Mackenzie Financial
634
Mackenzie Financial
Ontario, Canada
$901K +$13.9K +279 +2%
SA
635
SRH Advisors
Kansas
$894K +$17.7K +356 +2%
CIBC Private Wealth Group
636
CIBC Private Wealth Group
Georgia
$893K -$318K -6,395 -26%
EHWM
637
Eads & Heald Wealth Management
Georgia
$893K -$70.3K -1,413 -7%
PAM
638
Princeton Alpha Management
New Jersey
$893K +$261K +5,243 +41%
OIA
639
Optimum Investment Advisors
Illinois
$891K +$27.3K +549 +3%
FIM
640
Freedom Investment Management
Connecticut
$891K +$96.1K +1,931 +12%
CA
641
Continuum Advisory
Idaho
$886K +$886K +17,806 New
FNBT
642
FineMark National Bank & Trust
Florida
$879K +$15K +301 +2%
BFA
643
Benedict Financial Advisors
Georgia
$876K -$6.32K -127 -0.7%
PTC
644
Private Trust Company
Ohio
$866K -$299 -6 -0%
AF
645
Aldebaran Financial
$863K -$29.9K -600 -3%
Cetera Investment Advisers
646
Cetera Investment Advisers
Illinois
$863K +$146K +2,927 +20%
MLIC
647
Mandatum Life Insurance Company
Finland
$862K -$60.6K -1,216 -7%
OAM
648
Oppenheimer Asset Management
New York
$862K +$862K +17,326 New
BCP
649
Berkeley Capital Partners
Georgia
$854K -$501K -10,057 -37%
DAM
650
Delta Asset Management
Tennessee
$854K -$23.6K -475 -3%
24 25
26
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