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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 %
PAM
751
Palisade Asset Management
Minnesota
$530K – – –
GSBTD
752
Glenview State Bank Trust Department
Illinois
$528K -$4.78K -100 -0.9%
Group One Trading
753
Group One Trading
Illinois
$525K +$38.3K +800 +8%
GAM
754
Gotham Asset Management
New York
$525K +$184K +3,842 +54%
CTA
755
Chesley Taft & Associates
Illinois
$524K – – –
BO
756
Bank OZK
Arkansas
$523K +$18.2K +380 +4%
BTNA
757
Bremer Trust National Association
Minnesota
$522K -$23.8K -496 -4%
CFD
758
Creative Financial Designs
Indiana
$514K +$39.6K +826 +8%
AOWM
759
Alpha Omega Wealth Management
Virginia
$512K -$50.6K -1,057 -9%
CC
760
Cadinha & Co
Hawaii
$512K – – –
FFBTD
761
First Financial Bank - Trust Division
Ohio
$509K +$102K +2,120 +25%
BBHC
762
Brown Brothers Harriman & Co
New York
$508K +$37.4K +782 +8%
BCM
763
Bienville Capital Management
New York
$507K +$575 +12 +0.1%
ATC
764
Argent Trust Co
Tennessee
$506K +$41.6K +868 +9%
SIG
765
Schaller Investment Group
North Carolina
$505K – – –
CPSAC
766
Chas P. Smith & Associates (CPS)
Florida
$503K +$11.9K +248 +2%
WTB
767
Washington Trust Bank
Washington
$502K -$23.8K -497 -5%
CS
768
Comerica Securities
Michigan
$497K -$154K -3,219 -24%
ABTD
769
Arvest Bank Trust Division
Oklahoma
$497K +$286K +5,965 +135%
Teacher Retirement System of Texas
770
Teacher Retirement System of Texas
Texas
$496K +$5.45K +114 +1%
HFM
771
Hartford Financial Management
Connecticut
$494K +$718 +15 +0.1%
CIM
772
Cetera Investment Management
California
$490K -$95.8K -2,004 -16%
TCM
773
Texan Capital Management
Texas
$490K – – –
SCM
774
Southport Capital Management
Tennessee
$488K -$15.6K -326 -3%
HTC
775
Haverford Trust Company
Pennsylvania
$488K +$78.8K +1,645 +19%
29 30
31
32 33