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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
3
Wells Fargo
Wells Fargo
California
+$176M
4
Franklin Resources
Franklin Resources
California
+$144M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$131M

Top Sellers

1
Citigroup
Citigroup
New York
-$224M
2
LC
LNZ Capital
New York
-$97M
3
MTB
Mizuho Trust & Banking
Japan
-$77.4M
4
ZP
Zimmer Partners
New York
-$64.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
676
HBK Sorce Advisory
Pennsylvania
$798K +$78.2K +1,590 +11%
BA
677
Boston Advisors
Massachusetts
$788K -$77.2K -1,570 -9%
HIMC
678
Heritage Investors Management Corp
Maryland
$785K – – –
FIM
679
Freedom Investment Management
Connecticut
$785K +$20.5K +417 +3%
CA
680
Cornerstone Advisors
North Carolina
$782K +$246K +5,000 +46%
AL
681
Aspiriant LLC
California
$781K -$52.9K -1,076 -6%
AIP
682
Ahrens Investment Partners
Louisiana
$771K +$771K +15,682 New
SBH
683
Segall Bryant & Hamill
Illinois
$745K -$9.6K -195 -1%
EA
684
Edge Advisors
Georgia
$744K +$744K +15,128 New
LA
685
Lynch & Associates
Indiana
$743K -$14.3K -290 -2%
SFA
686
Staton Financial Advisors
North Carolina
$743K +$27.8K +565 +4%
HAM
687
Highstreet Asset Management
Ontario, Canada
$742K -$436K -8,867 -37%
RMA
688
Roffman Miller Associates
Pennsylvania
$742K – – –
DSC
689
Duncker Streett & Co
Missouri
$736K +$42.5K +863 +6%
GG
690
Gofen & Glossberg
Illinois
$735K – – –
CFG
691
Citizens Financial Group
Rhode Island
$733K -$19.7K -400 -3%
Mariner
692
Mariner
Kansas
$732K -$717K -14,582 -49%
SCCM
693
Schafer Cullen Capital Management
New York
$729K – – –
FNBOMD
694
First National Bank of Mount Dora
Florida
$727K +$59.7K +1,215 +9%
ZCM
695
Zebra Capital Management
Connecticut
$723K +$723K +14,700 New
VC
696
Vicus Capital
Pennsylvania
$722K +$166K +3,381 +30%
BIG
697
Bellwether Investment Group
Tennessee
$717K +$717K +14,569 New
SC
698
Savant Capital
Illinois
$711K +$56.2K +1,143 +9%
Cetera Investment Advisers
699
Cetera Investment Advisers
Illinois
$710K +$331K +6,720 +87%
ACM
700
Argyle Capital Management
Pennsylvania
$707K -$11.5K -233 -2%
26 27
28
29 30