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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 %
WF
651
Welch & Forbes
Massachusetts
$818K +$337K +7,028 +70%
QSS
652
Quantitative Systematic Strategies
Florida
$814K -$1.08M -22,368 -57%
NSEDCP
653
NJ State Employees Deferred Compensation Plan
New Jersey
$814K – – –
TCM
654
Twin Capital Management
Pennsylvania
$813K -$1.44K -30 -0.2%
AP
655
AHL Partners
United Kingdom
$813K +$311K +6,489 +62%
CSM
656
CAMG Solamere Management
North Carolina
$802K +$5.08K +106 +0.6%
CPA
657
Court Place Advisors
Maryland
$799K -$18.9K -395 -2%
PP
658
Palladium Partners
Virginia
$794K -$14.4K -300 -2%
BCP
659
Berkeley Capital Partners
Georgia
$790K -$30.7K -642 -4%
SFA
660
Stewardship Financial Advisors
Georgia
$787K -$177K -3,697 -18%
DP
661
Dearborn Partners
Illinois
$783K -$19.1K -400 -2%
PHIMC
662
Private Harbour Investment Management & Counsel
Ohio
$779K -$16.8K -350 -2%
PP
663
Patten & Patten
Tennessee
$769K +$192K +4,015 +33%
WG
664
Winton Group
United Kingdom
$769K +$769K +16,054 New
SJIM
665
St. Johns Investment Management
Florida
$766K +$4.31K +90 +0.6%
WCM
666
Windward Capital Management
California
$763K +$64.8K +1,354 +9%
WA
667
WFG Advisors
Texas
$762K -$479 -10 -0.1%
WSC
668
Wellington Shields & Co
New York
$759K +$2.49K +52 +0.3%
Cetera Investment Advisers
669
Cetera Investment Advisers
Illinois
$757K -$75.5K -1,572 -9%
HIC
670
Holderness Investments Company
North Carolina
$756K +$19.2K +402 +3%
RCAMU
671
Rothschild & Co Asset Management US
Connecticut
$755K +$32K +668 +4%
MCMT
672
Moon Capital Management (Tennessee)
Tennessee
$755K +$153K +3,200 +25%
HIMC
673
Heritage Investors Management Corp
Maryland
$744K -$9.58K -200 -1%
ATC
674
Adirondack Trust Company
New York
$743K -$16.3K -340 -2%
BCM
675
Bayesian Capital Management
New York
$742K +$742K +15,500 New
25 26
27
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