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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 %
HSA
751
HBK Sorce Advisory
Pennsylvania
$505K +$35.8K +730 +8%
FI
752
FormulaFolio Investments
Michigan
$505K +$84.8K +1,725 +20%
BO
753
Bank OZK
Arkansas
$504K -$32.8K -667 -6%
SCM
754
Southport Capital Management
Tennessee
$504K +$3.78K +77 +0.8%
TCM
755
Texan Capital Management
Texas
$503K – – –
AP
756
Appleton Partners
Massachusetts
$499K +$8.2K +167 +2%
ATC
757
Argent Trust Co
Tennessee
$491K -$28K -570 -5%
BIAS
758
Beacon Investment Advisory Services
New Jersey
$486K +$486K +9,887 New
SCI
759
Stableford Capital II
Arizona
$485K +$86.9K +1,770 +22%
CAM
760
Congress Asset Management
Massachusetts
$483K +$27.5K +559 +6%
WAM
761
Wealthspire Advisors (Maryland)
Maryland
$476K +$42.8K +870 +10%
BB
762
Busey Bank
Illinois
$474K +$13.6K +277 +3%
HI
763
Horizon Investments
North Carolina
$471K -$238K -4,773 -34%
CT
764
Cambridge Trust
Massachusetts
$469K +$80.1K +1,633 +21%
TI
765
Trexquant Investment
Connecticut
$469K +$469K +9,548 New
LA
766
Lau Associates
Delaware
$468K – – –
SI
767
SII Investments
Wisconsin
$468K +$65.3K +1,318 +16%
CTA
768
Colonial Trust Advisors
South Carolina
$466K -$32.7K -666 -7%
MA
769
Montag & Associates
Georgia
$464K – – –
BBHC
770
Brown Brothers Harriman & Co
New York
$463K -$59K -1,200 -11%
SG
771
StoneX Group
New York
$462K -$501K -10,212 -52%
GLA
772
Great Lakes Advisors
Illinois
$461K -$856K -17,414 -65%
MIH
773
Madison Investment Holdings
Wisconsin
$461K – – –
KFC
774
Klingenstein Fields & Co
New York
$456K – – –
SFG
775
Summit Financial Group
West Virginia
$456K +$34.6K +704 +8%
29 30
31
32 33