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Southern Company
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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 %
PFS
701
Physicians Financial Services
North Carolina
$707K +$4.01K +75 +0.6%
RCAG
702
Rehmann Capital Advisory Group
Michigan
$691K -$212K -4,304 -23%
KFA
703
Kays Financial Advisory
Georgia
$685K +$685K +13,927 New
ADBIC
704
A.D. Beadell Investment Counsel
Wisconsin
$672K – – –
BC
705
Burney Company
Virginia
$672K +$8.56K +174 +1%
Lido Advisors
706
Lido Advisors
California
$671K +$196K +3,985 +41%
CT
707
Chicago Trust
Illinois
$654K +$19.7K +400 +3%
FDS
708
First Dallas Securities
Texas
$645K -$4.92K -100 -0.8%
PFS
709
Prospera Financial Services
Texas
$644K -$1.51M -30,756 -70%
BIC
710
Bridges Investment Counsel
Nebraska
$638K – – –
LOAME
711
Lombard Odier Asset Management (Europe)
United Kingdom
$635K – – –
CM
712
Cornerstone Management
Georgia
$634K – – –
BBA
713
BLB&B Advisors
Pennsylvania
$634K – – –
ANI
714
American National Insurance
Texas
$628K – – –
MIAN
715
Mariner Independent Advisor Network
Kansas
$626K +$626K +12,725 New
SMC
716
Smith, Moore & Co
Missouri
$625K -$48.8K -991 -7%
PAM
717
Princeton Alpha Management
New Jersey
$625K +$625K +12,699 New
CCP
718
Clarkston Capital Partners
Michigan
$619K -$15.5K -315 -2%
MCMT
719
Moon Capital Management (Tennessee)
Tennessee
$618K – – –
CIM
720
CIM Investment Management
Pennsylvania
$616K +$7.57K +154 +1%
SGCA
721
Steel Grove Capital Advisors
Tennessee
$611K +$69.6K +1,415 +13%
CS
722
Comerica Securities
Michigan
$606K +$229K +4,667 +61%
SBSB
723
Sullivan, Bruyette, Speros & Blaney
Virginia
$602K -$57.5K -1,169 -9%
LNWWM
724
Laird Norton Wetherby Wealth Management
California
$601K -$7.72K -157 -1%
FM
725
Foster & Motley
Ohio
$601K +$242K +4,920 +67%
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