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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 %
Mackenzie Financial
676
Mackenzie Financial
Ontario, Canada
$674K -$332K -6,761 -33%
DSC
677
Duncker Streett & Co
Missouri
$673K -$28.7K -583 -4%
ECM
678
Exchange Capital Management
Michigan
$671K -$41.6K -845 -6%
RIM
679
Rampart Investment Management
Connecticut
$668K +$30.3K +617 +5%
FNBOMD
680
First National Bank of Mount Dora
Florida
$667K -$16K -325 -2%
Teacher Retirement System of Texas
681
Teacher Retirement System of Texas
Texas
$666K +$156K +3,177 +31%
FIM
682
Frontier Investment Management
Texas
$663K – – –
BBA
683
BLB&B Advisors
Pennsylvania
$661K +$12.8K +260 +2%
DCM
684
Dynamic Capital Management
Jersey
$659K +$283K +5,769 +75%
MAM
685
Mastrapasqua Asset Management
Tennessee
$656K -$26.2K -532 -4%
SMC
686
Smith, Moore & Co
Missouri
$655K +$58.9K +1,200 +10%
AFNAS
687
American Financial Network Advisory Services
California
$652K +$652K +13,268 New
ZB
688
Zions Bancorporation
Utah
$651K +$535K +10,875 +459%
BI
689
Boulegeris Investments
Georgia
$648K +$26.3K +535 +4%
CM
690
Cornerstone Management
Georgia
$634K +$49 +1 +0%
FC
691
Forte Capital
New York
$631K -$3.69K -75 -0.6%
BIM
692
Bridges Investment Management
Nebraska
$630K +$244K +4,975 +63%
ANI
693
American National Insurance
Texas
$628K – – –
SSWM
694
Sheets Smith Wealth Management
North Carolina
$628K +$48.8K +992 +8%
FTC
695
Farmers Trust Company
Ohio
$625K -$52.4K -1,067 -8%
WTB
696
Washington Trust Bank
Washington
$625K +$109K +2,226 +21%
CG
697
CFO4Life Group
Texas
$622K +$64.4K +1,312 +12%
AW
698
ACG Wealth
Georgia
$618K -$871K -17,723 -58%
CCP
699
Clarkston Capital Partners
Michigan
$618K -$19.2K -390 -3%
MCMT
700
Moon Capital Management (Tennessee)
Tennessee
$618K -$157K -3,200 -20%
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