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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 %
MIM
776
Marco Investment Management
Georgia
$504K – – –
CTA
777
Chesley Taft & Associates
Illinois
$504K – – –
TCM
778
Texan Capital Management
Texas
$503K – – –
PIM
779
Penobscot Investment Management
Massachusetts
$499K -$4.92K -100 -1%
KL
780
Kinsight LLC
Alabama
$495K -$12K -245 -2%
LW
781
Linscomb Wealth
Texas
$492K -$50.9K -1,034 -9%
BRWA
782
B. Riley Wealth Advisors
Florida
$492K +$28.1K +571 +6%
AssetMark Inc
783
AssetMark Inc
California
$489K -$919K -18,690 -65%
BB
784
Busey Bank
Illinois
$485K +$66.5K +1,353 +16%
TSW
785
Thompson Siegel & Walmsley
Virginia
$483K -$1.15M -23,320 -70%
BO
786
Bank OZK
Arkansas
$479K -$1.43K -29 -0.3%
FCAG
787
First Capital Advisors Group
New Jersey
$479K +$479K +9,730 New
CPSAC
788
Chas P. Smith & Associates (CPS)
Florida
$477K -$502K -10,190 -51%
PPSG
789
Princeton Portfolio Strategies Group
New Jersey
$473K – – –
HWM
790
Holloway Wealth Management
Florida
$465K – – –
AHB
791
Abner Herrman & Brock
New Jersey
$461K +$7.37K +150 +2%
SBL
792
Sargent Bickham Lagudis
Colorado
$461K +$63.1K +1,283 +16%
MMG
793
Monetary Management Group
Missouri
$456K – – –
CAM
794
Congress Asset Management
Massachusetts
$453K +$9.85K +200 +2%
BWP
795
Baldwin Wealth Partners
Massachusetts
$451K +$14.8K +300 +3%
NPF
796
Norris Perne & French
Michigan
$449K +$133K +2,700 +42%
BMC
797
Benin Management Corp
Connecticut
$448K – – –
MHIC
798
Marble Harbor Investment Counsel
Massachusetts
$445K +$79.3K +1,612 +22%
BBHC
799
Brown Brothers Harriman & Co
New York
$444K -$29.5K -600 -6%
CK
800
Cohen Klingenstein
New York
$443K – – –
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