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Southern Company
SO

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 %
SC
676
Scotia Capital
Ontario, Canada
$739K -$31.8K -665 -4%
TYCC
677
Texas Yale Capital Corp
Florida
$737K -$45.1K -942 -6%
LC
678
LCNB Corp
Ohio
$728K -$3.11K -65 -0.4%
SFWA
679
Summit Financial Wealth Advisors
Louisiana
$725K -$10.8K -225 -1%
FNBOO
680
First National Bank of Omaha
Nebraska
$721K +$3.35K +70 +0.5%
EA
681
Edge Advisors
Georgia
$717K – – –
AIP
682
Ahrens Investment Partners
Louisiana
$717K +$8.91K +186 +1%
HI
683
Horizon Investments
North Carolina
$709K +$54.4K +1,091 +8%
GG
684
Gofen & Glossberg
Illinois
$708K -$7.18K -150 -1%
CCG
685
Chatham Capital Group
Georgia
$705K +$299K +6,252 +74%
MLIC
686
Mandatum Life Insurance Company
Finland
$703K -$125K -2,620 -15%
CFG
687
Citizens Financial Group
Rhode Island
$703K – – –
IFWM
688
Institute for Wealth Management
Colorado
$703K +$703K +14,800 New
SFA
689
Staton Financial Advisors
North Carolina
$700K -$45.2K -945 -6%
ECM
690
Exchange Capital Management
Michigan
$694K -$473K -9,882 -41%
AT
691
Argent Trust
Texas
$694K -$229K -4,789 -25%
ACM
692
Argyle Capital Management
Pennsylvania
$688K – – –
1IA
693
1834 Investment Advisors
Wisconsin
$687K -$85.7K -1,791 -11%
DSC
694
Duncker Streett & Co
Missouri
$683K -$89.7K -1,874 -12%
SC
695
Savant Capital
Illinois
$677K -$5.17K -108 -0.8%
FNBT
696
FineMark National Bank & Trust
Florida
$671K -$175K -3,648 -21%
SBH
697
Segall Bryant & Hamill
Illinois
$668K +$87.4K +1,825 +15%
LA
698
Lynch & Associates
Indiana
$667K -$40.4K -845 -6%
FNBOMD
699
First National Bank of Mount Dora
Florida
$666K -$23.4K -488 -3%
AT
700
Arden Trust
Delaware
$664K -$77.2K -1,612 -10%
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