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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 %
PAM
726
Palisade Asset Management
Minnesota
$551K +$7.86K +160 +1%
BTIS
727
BB&T Investment Services
North Carolina
$547K +$53.2K +1,044 +11%
CFD
728
Creative Financial Designs
Indiana
$546K +$19.1K +389 +4%
GSBTD
729
Glenview State Bank Trust Department
Illinois
$542K – – –
D.E. Shaw & Co
730
D.E. Shaw & Co
New York
$540K -$25.1M -510,486 -98%
BAC
731
Boys Arnold & Co
North Carolina
$540K -$14K -285 -3%
CIA
732
ClearBridge Investments (Australia)
Australia
$540K +$453K +9,220 +524%
CTA
733
Chesley Taft & Associates
Illinois
$538K – – –
AL
734
Aspiriant LLC
California
$531K -$77.9K -1,584 -13%
CC
735
Cadinha & Co
Hawaii
$526K – – –
BCM
736
Bienville Capital Management
New York
$525K +$5.06K +103 +1%
VIA
737
Vident Investment Advisory
Georgia
$525K +$525K +10,686 New
PWLP
738
Prio Wealth Limited Partnership
Massachusetts
$523K -$29.5K -600 -5%
Jane Street
739
Jane Street
New York
$521K -$894K -18,217 -63%
CIM
740
CIM Investment Management
Pennsylvania
$521K -$29.2K -594 -5%
SIG
741
Schaller Investment Group
North Carolina
$519K – – –
UF
742
Univest Financial
Pennsylvania
$516K +$24K +488 +5%
CS
743
Comerica Securities
Michigan
$514K +$4.42K +90 +0.9%
PPSG
744
Princeton Portfolio Strategies Group
New Jersey
$512K +$49.3K +1,002 +11%
CG
745
Cutler Group
California
$511K -$1.1M -22,416 -68%
OAM
746
Oppenheimer Asset Management
New York
$511K +$34.4K +700 +7%
SBSB
747
Sullivan, Bruyette, Speros & Blaney
Virginia
$510K -$59.5K -1,211 -10%
HFM
748
Hartford Financial Management
Connecticut
$508K +$786 +16 +0.2%
AOWM
749
Alpha Omega Wealth Management
Virginia
$506K -$19.7K -400 -4%
HTC
750
Haverford Trust Company
Pennsylvania
$505K +$4.52K +92 +0.9%
28 29
30
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