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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 %
CWM
751
Concert Wealth Management
California
$545K -$1.52M -30,636 -74%
WCM
752
Windward Capital Management
California
$545K +$122K +2,481 +29%
Mirae Asset Global Investments
753
Mirae Asset Global Investments
South Korea
$544K -$52.4K -1,064 -9%
BAC
754
Boys Arnold & Co
North Carolina
$544K +$21.4K +435 +4%
OPCM
755
Osborne Partners Capital Management
California
$536K +$67.8K +1,379 +14%
SI
756
SII Investments
Wisconsin
$528K +$50.1K +1,015 +10%
CCA
757
Checchi Capital Advisers
California
$527K +$31.5K +640 +6%
CC
758
Cadinha & Co
Hawaii
$526K -$197K -4,000 -27%
C
759
CFO4Life
Texas
$526K +$171K +3,473 +48%
TI
760
Trexquant Investment
Connecticut
$526K +$526K +10,700 New
SACTSONJ
761
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$523K – – –
BWM
762
BerganKDV Wealth Management
Minnesota
$520K -$85.8K -1,742 -14%
SG
763
StoneX Group
New York
$520K +$9.95K +202 +2%
SIG
764
Schaller Investment Group
North Carolina
$519K – – –
BCM
765
Bienville Capital Management
New York
$519K +$639 +13 +0.1%
SC
766
Stralem & Co
New York
$516K -$78.6K -1,600 -13%
WF
767
Welch & Forbes
Massachusetts
$516K -$4.09K -83 -0.8%
PAM
768
Palisade Asset Management
Minnesota
$515K – – –
FI
769
FormulaFolio Investments
Michigan
$514K +$89.5K +1,820 +21%
MAM
770
Mastrapasqua Asset Management
Tennessee
$513K -$10.1K -205 -2%
SW
771
SVB Wealth
Massachusetts
$509K -$79.9K -1,624 -14%
KSA
772
Ken Stern & Associates
California
$508K +$182K +3,703 +56%
HFM
773
Hartford Financial Management
Connecticut
$506K +$204K +4,154 +68%
SCM
774
Shelton Capital Management
Colorado
$505K – – –
Teacher Retirement System of Texas
775
Teacher Retirement System of Texas
Texas
$504K -$1.26M -25,722 -71%
29 30
31
32 33