SO icon

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 %
AUB
801
Atlantic Union Bankshares
Virginia
$443K +$2.12K +43 +0.5%
FNBTCON
802
First National Bank & Trust Co of Newtown
Pennsylvania
$441K +$49.2K +1,000 +13%
AAM
803
Autus Asset Management
Arizona
$440K -$13.5K -275 -3%
KFC
804
Klingenstein Fields & Co
New York
$439K +$1.92K +39 +0.4%
CB
805
Community Bank
New York
$439K +$28.3K +575 +7%
UF
806
Univest Financial
Pennsylvania
$437K +$20K +406 +5%
BT
807
Beacon Trust
New Jersey
$436K -$5.89K -120 -1%
CT
808
Cambridge Trust
Massachusetts
$436K – – –
IB
809
Intrust Bank
Kansas
$435K +$17.9K +364 +4%
FFBTD
810
First Financial Bank - Trust Division
Ohio
$431K -$984 -20 -0.2%
HVIA
811
Hudson Valley Investment Advisors
New York
$428K -$12.7K -257 -3%
MWAC
812
Mariner Wealth Advisors (Cincinnati)
Ohio
$425K -$59K -1,200 -12%
PIM
813
Parasol Investment Management
Illinois
$425K -$6.19K -126 -1%
IAMOG
814
Investors Asset Management of Georgia
Georgia
$425K +$58.4K +1,188 +16%
FWM
815
Focused Wealth Management
New York
$422K -$256K -5,215 -38%
HTC
816
Haverford Trust Company
Pennsylvania
$422K +$11.3K +229 +3%
TC
817
Telemus Capital
Michigan
$419K -$189K -3,846 -31%
FWM
818
Frontier Wealth Management
Missouri
$419K +$49 +1 +0%
YIA
819
YHB Investment Advisors
Connecticut
$418K – – –
SAM
820
Sawgrass Asset Management
Florida
$418K +$1.23K +25 +0.3%
MFW
821
Mosaic Family Wealth
Missouri
$417K -$193K -3,924 -32%
MAA
822
Mraz Amerine & Associates
California
$416K – – –
TTWM
823
TCV Trust & Wealth Management
Virginia
$416K +$886 +18 +0.2%
LBC
824
Lowe Brockenbrough & Co
Virginia
$414K – – –
TCOT
825
Trust Company of Toledo
Ohio
$413K -$148 -3 -0%
31 32
33
34 35