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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 %
BMO
726
Beck Mack & Oliver
New York
$600K – – –
MCM
727
McMillion Capital Management
North Carolina
$595K -$17.2K -350 -3%
II
728
IFM Investors
Australia
$591K +$591K +12,006 New
AOWM
729
Alpha Omega Wealth Management
Virginia
$590K +$305K +6,199 +107%
BTNA
730
Bremer Trust National Association
Minnesota
$586K +$13.5K +275 +2%
GLA
731
Good Life Advisors
Pennsylvania
$585K +$585K +12,050 New
RP
732
Rowlandmiller & Partners
Georgia
$583K +$358K +7,274 +159%
PJSIMP
733
P.J. Schmidt Investment Management (PJS)
Wisconsin
$583K -$71.3K -1,450 -11%
HI
734
Horizon Investments
North Carolina
$583K +$583K +11,860 New
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$582K +$24.6K +500 +4%
WAM
736
Wealthspire Advisors (Maryland)
Maryland
$578K +$3K +61 +0.5%
CSIC
737
Clifford Swan Investment Counsel
California
$575K – – –
LCM
738
Landscape Capital Management
New Jersey
$572K +$572K +11,629 New
BBNB
739
Baker Boyer National Bank
Washington
$567K – – –
SSWM
740
Sheets Smith Wealth Management
North Carolina
$567K +$30.4K +617 +6%
MA
741
Montag & Associates
Georgia
$561K -$165K -3,350 -23%
HIC
742
Holderness Investments Company
North Carolina
$560K -$4.67K -95 -0.8%
BI
743
Boulegeris Investments
Georgia
$558K +$35.7K +725 +7%
BC
744
Brinker Capital
Pennsylvania
$557K -$2.9K -59 -0.5%
DCM
745
Donaldson Capital Management
Indiana
$554K +$984 +20 +0.2%
ATC
746
Argent Trust Co
Tennessee
$550K -$118K -2,407 -18%
AP
747
Appleton Partners
Massachusetts
$548K -$79.9K -1,625 -13%
GSBTD
748
Glenview State Bank Trust Department
Illinois
$548K – – –
SSB
749
Sandy Spring Bank
Maryland
$547K -$79.3K -1,581 -13%
FC
750
Forte Capital
New York
$547K +$63.9K +1,300 +13%
28 29
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