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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 %
TYCC
651
Texas Yale Capital Corp
Florida
$757K – – –
NIMI
652
Natixis Investment Managers International
France
$751K -$1.27M -25,826 -63%
QSS
653
Quantitative Systematic Strategies
Florida
$750K -$78.4K -1,595 -9%
DP
654
Dearborn Partners
Illinois
$749K -$55.1K -1,120 -7%
EA
655
Edge Advisors
Georgia
$741K +$5.94K +121 +0.8%
FNBT
656
FineMark National Bank & Trust
Florida
$729K +$40.5K +825 +6%
MLIC
657
Mandatum Life Insurance Company
Finland
$728K +$6.34K +129 +0.9%
LC
658
LCNB Corp
Ohio
$726K -$22.1K -450 -3%
CCG
659
Chatham Capital Group
Georgia
$724K – – –
CCA
660
Cobblestone Capital Advisors
New York
$718K +$374K +7,605 +108%
NCM
661
Novare Capital Management
North Carolina
$717K +$717K +14,590 New
IFWM
662
Institute for Wealth Management
Colorado
$711K -$23.3K -469 -3%
1IA
663
1834 Investment Advisors
Wisconsin
$708K +$2.36K +48 +0.3%
FHA
664
First Horizon Advisors
Tennessee
$707K +$149K +3,045 +27%
ACM
665
Argyle Capital Management
Pennsylvania
$706K – – –
CSIC
666
Clifford Swan Investment Counsel
California
$704K +$49.1K +1,000 +8%
GG
667
Gofen & Glossberg
Illinois
$697K -$29.5K -600 -4%
SBH
668
Segall Bryant & Hamill
Illinois
$694K +$8.89K +181 +1%
FWIA
669
Fort Washington Investment Advisors
Ohio
$689K +$59K +1,200 +9%
BCM
670
Bayesian Capital Management
New York
$688K -$74K -1,506 -10%
MCM
671
McMillion Capital Management
North Carolina
$688K +$49.2K +1,000 +8%
SC
672
Savant Capital
Illinois
$687K -$7.76K -158 -1%
SMG
673
Spectrum Management Group
Indiana
$678K +$678K +13,800 New
AT
674
Arden Trust
Delaware
$677K -$4.08K -83 -0.6%
BC
675
Burney Company
Virginia
$675K +$97.9K +2,001 +17%
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