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Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
Ameriprise
Minnesota
$438M
4
Franklin Resources
Franklin Resources
California
$1.08B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$594M
2
Federated Hermes
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
Wells Fargo
California
$694M
4
APG Asset Management
APG Asset Management
Netherlands
$126M
5
Capital International Investors
Capital International Investors
California
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
751
CFO4Life Group
Texas
$555K +$555K +11,142 New
PAM
752
Palisade Asset Management
Minnesota
$551K +$29.9K +600 +6%
FCAG
753
First Capital Advisors Group
New Jersey
$550K +$65.7K +1,320 +14%
SI
754
SII Investments
Wisconsin
$548K +$18.2K +368 +3%
WTB
755
Washington Trust Bank
Washington
$547K +$341K +6,838 +165%
CT
756
Clearstead Trust
Maine
$546K +$176K +3,535 +48%
SIC
757
Salem Investment Counselors
North Carolina
$546K +$546K +10,980 New
CTA
758
Chesley Taft & Associates
Illinois
$545K +$34.9K +700 +7%
HSA
759
HBK Sorce Advisory
Pennsylvania
$542K -$266K -5,338 -33%
BIC
760
Bridges Investment Counsel
Nebraska
$533K -$113K -2,275 -18%
CC
761
Cadinha & Co
Hawaii
$533K – – –
LP
762
LMR Partners
United Kingdom
$531K +$531K +10,664 New
LW
763
Linscomb Wealth
Texas
$527K +$29.4K +590 +6%
BCM
764
Bienville Capital Management
New York
$526K +$597 +12 +0.1%
SIG
765
Schaller Investment Group
North Carolina
$525K – – –
BO
766
Bank OZK
Arkansas
$525K +$40.7K +818 +8%
TTWM
767
TCV Trust & Wealth Management
Virginia
$523K +$103K +2,061 +24%
SCM
768
Southport Capital Management
Tennessee
$523K +$292K +5,867 +126%
AP
769
AHL Partners
United Kingdom
$522K +$522K +10,489 New
GLA
770
Great Lakes Advisors
Illinois
$521K -$872K -17,510 -63%
PL
771
Perpetual Ltd
Australia
$521K +$521K +10,384 New
CWM
772
Concert Wealth Management
California
$518K -$27.4K -552 -5%
SW
773
SVB Wealth
Massachusetts
$515K – – –
HFM
774
Hartford Financial Management
Connecticut
$513K +$746 +15 +0.1%
SG
775
StoneX Group
New York
$511K -$8.41K -171 -2%
29 30
31
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