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Southern Company
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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 %
CTA
776
Colonial Trust Advisors
South Carolina
$486K +$125K +2,616 +35%
DCM
777
Donaldson Capital Management
Indiana
$484K -$73.1K -1,528 -13%
ZCA
778
Zeke Capital Advisors
Pennsylvania
$483K +$101K +2,118 +27%
Simplex Trading
779
Simplex Trading
Illinois
$483K +$483K +10,089 New
FCAG
780
First Capital Advisors Group
New Jersey
$481K -$47.6K -995 -9%
UF
781
Univest Financial
Pennsylvania
$480K +$35.3K +737 +8%
BBP
782
Banco BTG Pactual
Brazil
$479K +$479K +10,000 New
AP
783
Appleton Partners
Massachusetts
$478K -$9.19K -192 -2%
Lido Advisors
784
Lido Advisors
California
$478K +$2.44K +51 +0.5%
BTIS
785
BB&T Investment Services
North Carolina
$473K -$95.5K -1,956 -17%
Mariner
786
Mariner
Kansas
$469K -$473K -9,873 -50%
Tudor Investment Corp
787
Tudor Investment Corp
Connecticut
$466K +$222K +4,640 +91%
OAM
788
Oppenheimer Asset Management
New York
$465K -$365K -7,625 -44%
BWL
789
Bogart Wealth LLC
Virginia
$464K +$46.7K +976 +11%
HSA
790
HBK Sorce Advisory
Pennsylvania
$457K -$63.8K -1,334 -12%
LA
791
Lau Associates
Delaware
$456K – – –
PJSIMP
792
P.J. Schmidt Investment Management (PJS)
Wisconsin
$455K -$113K -2,350 -20%
CCA
793
Checchi Capital Advisers
California
$454K -$32K -669 -7%
MA
794
Montag & Associates
Georgia
$452K -$15.7K -329 -3%
PPSG
795
Princeton Portfolio Strategies Group
New Jersey
$451K -$9.54K -199 -2%
LW
796
Linscomb Wealth
Texas
$450K -$57.1K -1,193 -11%
MHIC
797
Marble Harbor Investment Counsel
Massachusetts
$450K -$24K -500 -5%
MIH
798
Madison Investment Holdings
Wisconsin
$450K +$450K +9,390 New
BB
799
Busey Bank
Illinois
$449K +$240 +5 +0.1%
CAM
800
Congress Asset Management
Massachusetts
$444K -$9.57K -200 -2%
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