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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 %
LW
776
Linscomb Wealth
Texas
$455K -$7.28K -148 -2%
BMC
777
Benin Management Corp
Connecticut
$455K – – –
B
778
Barings
North Carolina
$452K -$830K -16,900 -65%
MHIC
779
Marble Harbor Investment Counsel
Massachusetts
$452K -$9.84K -200 -2%
RA
780
Rational Advisors
New York
$452K +$34.4K +700 +8%
BWL
781
Bogart Wealth LLC
Virginia
$451K -$30.1K -607 -6%
CPSAC
782
Chas P. Smith & Associates (CPS)
Florida
$450K -$65.6K -1,335 -13%
DCM
783
Donaldson Capital Management
Indiana
$449K -$48K -976 -10%
AHB
784
Abner Herrman & Brock
New Jersey
$449K – – –
SIC
785
Shoker Investment Counsel
Ohio
$449K +$88.7K +1,808 +25%
MIM
786
Marco Investment Management
Georgia
$447K – – –
PIM
787
Penobscot Investment Management
Massachusetts
$446K – – –
OPCM
788
Osborne Partners Capital Management
California
$444K – – –
HWM
789
Holloway Wealth Management
Florida
$443K -$432K – –
SFG
790
Sather Financial Group
Texas
$442K – – –
CK
791
Cohen Klingenstein
New York
$442K – – –
NJBEST
792
New Jersey Better Educational Savings Trust
New Jersey
$442K +$442K +9,000 New
AIM
793
Achmea Investment Management
Netherlands
$440K – – –
AAM
794
Autus Asset Management
Arizona
$440K +$24.6K +500 +6%
FFBTD
795
First Financial Bank - Trust Division
Ohio
$439K -$83.7K -1,702 -16%
MFW
796
Mosaic Family Wealth
Missouri
$439K +$6.2K +126 +1%
BTNA
797
Bremer Trust National Association
Minnesota
$438K -$98.3K -1,997 -18%
MMG
798
Monetary Management Group
Missouri
$436K +$4.91K +100 +1%
DJSG
799
D.J. St. Germain
Massachusetts
$435K -$9.39K -191 -2%
SS
800
Simplicity Solutions
Minnesota
$433K -$1.24M -25,274 -74%
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