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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 %
ST
626
Spinnaker Trust
Maine
$849K +$5.6K +114 +0.7%
BFA
627
Benedict Financial Advisors
Georgia
$848K -$31.9K -649 -4%
CPA
628
Court Place Advisors
Maryland
$843K +$22.4K +456 +3%
BHWM
629
Bar Harbor Wealth Management
New Hampshire
$836K -$154K -3,133 -16%
NSEDCP
630
NJ State Employees Deferred Compensation Plan
New Jersey
$835K – – –
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$833K -$2.5M -50,789 -75%
CA
632
Continuum Advisory
Idaho
$832K -$45.8K -933 -5%
WF
633
Welch & Forbes
Massachusetts
$827K -$12.5K -254 -1%
TCM
634
Twin Capital Management
Pennsylvania
$823K -$12.3K -250 -1%
BCP
635
Berkeley Capital Partners
Georgia
$820K +$9.48K +193 +1%
WCM
636
Windward Capital Management
California
$814K +$30.9K +629 +4%
FIAS
637
FinTrust Investment Advisory Services
South Carolina
$814K +$814K +16,573 New
Victory Capital Management
638
Victory Capital Management
Texas
$811K -$9.95M -202,392 -92%
CSM
639
CAMG Solamere Management
North Carolina
$811K -$9.81K -200 -1%
DG
640
Davidson & Garrard
Virginia
$805K -$130K -2,650 -14%
Cetera Investment Advisers
641
Cetera Investment Advisers
Illinois
$801K +$23.9K +485 +3%
PP
642
Palladium Partners
Virginia
$795K -$19.7K -400 -2%
WSC
643
Wellington Shields & Co
New York
$781K +$2.65K +54 +0.3%
HIMC
644
Heritage Investors Management Corp
Maryland
$780K +$16.5K +335 +2%
HIC
645
Holderness Investments Company
North Carolina
$776K +$49 +1 +0%
AT
646
Argent Trust
Texas
$774K +$60.7K +1,235 +9%
SJIM
647
St. Johns Investment Management
Florida
$770K -$16.3K -332 -2%
ATC
648
Adirondack Trust Company
New York
$768K +$5.65K +115 +0.7%
PHIMC
649
Private Harbour Investment Management & Counsel
Ohio
$765K -$34.4K -700 -4%
SFA
650
Stewardship Financial Advisors
Georgia
$760K -$48.1K -979 -6%
24 25
26
27 28