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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 %
MAM
701
Mastrapasqua Asset Management
Tennessee
$664K +$20.3K +425 +3%
FTC
702
Farmers Trust Company
Ohio
$660K -$12K -250 -2%
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$654K +$41K +857 +7%
FIM
704
Frontier Investment Management
Texas
$646K +$46.6K +974 +8%
CSIC
705
Clifford Swan Investment Counsel
California
$638K – – –
BBA
706
BLB&B Advisors
Pennsylvania
$632K – – –
MCM
707
McMillion Capital Management
North Carolina
$622K +$47.9K +1,000 +8%
RIM
708
Rampart Investment Management
Connecticut
$622K +$493K +10,284 +381%
CCP
709
Clarkston Capital Partners
Michigan
$621K +$18.7K +390 +3%
FC
710
Forte Capital
New York
$618K +$53.9K +1,125 +10%
CM
711
Cornerstone Management
Georgia
$618K -$5.12K -107 -0.8%
Mirae Asset Global Investments
712
Mirae Asset Global Investments
South Korea
$616K -$44.5K -929 -7%
BIC
713
Bridges Investment Counsel
Nebraska
$616K +$104K +2,175 +20%
FWIA
714
Fort Washington Investment Advisors
Ohio
$614K +$353K +7,369 +135%
ANI
715
American National Insurance
Texas
$612K – – –
EWM
716
Evercore Wealth Management
New York
$607K -$290K -6,061 -32%
RB
717
Rodgers Brothers
Pennsylvania
$606K -$181K -3,783 -23%
BI
718
Boulegeris Investments
Georgia
$606K +$16.8K +350 +3%
FDS
719
First Dallas Securities
Texas
$601K -$14.4K -300 -2%
VanEck Associates
720
VanEck Associates
New York
$596K -$337K -7,043 -36%
SLF
721
Sun Life Financial
Ontario, Canada
$595K +$582K +12,149 +4,339%
AL
722
Aspiriant LLC
California
$593K -$63.1K -1,317 -10%
PFS
723
Physicians Financial Services
North Carolina
$587K -$9.58K -200 -2%
PG
724
PEAK6 Group
Illinois
$585K +$585K +12,221 New
BMO
725
Beck Mack & Oliver
New York
$584K – – –
27 28
29
30 31