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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 %
RMA
726
Roffman Miller Associates
Pennsylvania
$581K -$86.3K -1,803 -13%
SMC
727
Smith, Moore & Co
Missouri
$581K -$18.1K -377 -3%
BBNB
728
Baker Boyer National Bank
Washington
$581K +$30.1K +630 +5%
PAG
729
Pinnacle Advisory Group
Maryland
$575K +$14.1K +294 +3%
MIAN
730
Mariner Independent Advisor Network
Kansas
$575K +$575K +12,019 New
RP
731
Rowlandmiller & Partners
Georgia
$571K +$1.15K +24 +0.2%
BC
732
Burney Company
Virginia
$569K -$111K -2,296 -16%
GLA
733
Good Life Advisors
Pennsylvania
$566K -$40.2K -858 -7%
SSWM
734
Sheets Smith Wealth Management
North Carolina
$564K +$6.37K +133 +1%
BA
735
Boston Advisors
Massachusetts
$562K -$105K -2,195 -16%
SCCM
736
Schafer Cullen Capital Management
New York
$561K – – –
BTW
737
Boston Trust Walden
Massachusetts
$561K +$96.6K +2,016 +21%
SBSB
738
Sullivan, Bruyette, Speros & Blaney
Virginia
$555K +$4.83K +101 +0.9%
SW
739
SVB Wealth
Massachusetts
$555K +$59.9K +1,251 +12%
FHA
740
First Horizon Advisors
Tennessee
$547K -$133K -2,773 -20%
CG
741
CFO4Life Group
Texas
$544K +$10.2K +212 +2%
GAMC
742
Garner Asset Management Corp
Texas
$543K +$543K +11,348 New
LOAME
743
Lombard Odier Asset Management (Europe)
United Kingdom
$541K – – –
BAC
744
Boys Arnold & Co
North Carolina
$540K -$18.3K -382 -3%
PL
745
Perpetual Ltd
Australia
$540K +$43.1K +900 +9%
PWLP
746
Prio Wealth Limited Partnership
Massachusetts
$538K -$23.9K -500 -4%
SCM
747
Shelton Capital Management
Colorado
$537K -$9.66K -202 -2%
CBT
748
Capital Bank & Trust
California
$537K +$537K +11,210 New
CIM
749
CIM Investment Management
Pennsylvania
$536K -$9K -188 -2%
MWAC
750
Mariner Wealth Advisors (Cincinnati)
Ohio
$535K +$126K +2,640 +31%
28 29
30
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