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Southern Company
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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 %
APP
626
Avantax Planning Partners
Iowa
$907K +$129K +2,694 +17%
DZ Bank
627
DZ Bank
Germany
$905K – – –
ACS
628
Archford Capital Strategies
Illinois
$901K +$13.1K +273 +1%
ACP
629
Aviance Capital Partners
Florida
$891K +$3.83K +80 +0.4%
NIPH
630
NN Investment Partners Holdings
Netherlands
$888K +$20.6K +431 +2%
AF
631
Aldebaran Financial
$882K +$52.6K +1,100 +6%
BFEC
632
Benjamin F. Edwards & Company
Missouri
$879K -$29.7K -620 -3%
EHWM
633
Eads & Heald Wealth Management
Georgia
$879K +$19.6K +409 +2%
SEC
634
Seven Eight Capital
New York
$878K -$426K -8,900 -33%
MSS
635
Mitchell Sinkler & Starr
Pennsylvania
$877K -$116K -2,425 -12%
SHCM
636
Stokes & Hubbell Capital Management
Louisiana
$876K +$85.4K +1,784 +11%
FIM
637
Freedom Investment Management
Connecticut
$875K +$17.6K +367 +2%
OWD
638
Osborn Williams & Donohoe
Ohio
$873K +$4.79K +100 +0.6%
RCAG
639
Rehmann Capital Advisory Group
Michigan
$866K -$212K -4,432 -20%
GCA
640
Gideon Capital Advisors
New York
$865K +$865K +18,065 New
PTC
641
Private Trust Company
Ohio
$861K +$28.4K +593 +3%
SA
642
SRH Advisors
Kansas
$860K – – –
BFA
643
Benedict Financial Advisors
Georgia
$857K +$13.9K +291 +2%
CA
644
Continuum Advisory
Idaho
$856K +$3.21K +67 +0.4%
RCA
645
Rowland Carmichael Advisors
Arizona
$851K +$61.2K +1,278 +8%
WI
646
WrapManager Inc
California
$842K -$699K -14,594 -45%
VC
647
Vicus Capital
Pennsylvania
$834K +$48K +1,003 +6%
DAM
648
Delta Asset Management
Tennessee
$825K +$3.59K +75 +0.4%
ST
649
Spinnaker Trust
Maine
$822K +$418K +8,734 +104%
KFA
650
Kays Financial Advisory
Georgia
$820K +$32K +668 +4%
24 25
26
27 28