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Southern Company
SO

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 %
KFC
801
Klingenstein Fields & Co
New York
$444K – – –
BMC
802
Benin Management Corp
Connecticut
$444K +$7.95K +166 +2%
AHB
803
Abner Herrman & Brock
New Jersey
$438K – – –
MIM
804
Marco Investment Management
Georgia
$436K – – –
MGIA
805
Moneta Group Investment Advisors
Missouri
$436K +$202K +4,220 +86%
PIM
806
Penobscot Investment Management
Massachusetts
$435K -$8.14K -170 -2%
OPCM
807
Osborne Partners Capital Management
California
$433K +$40.3K +840 +10%
DJSG
808
D.J. St. Germain
Massachusetts
$433K +$41.2K +860 +11%
YIA
809
YHB Investment Advisors
Connecticut
$432K -$5.03K -105 -1%
HWM
810
Holloway Wealth Management
Florida
$432K -$458K – –
CK
811
Cohen Klingenstein
New York
$431K – – –
SFG
812
Sather Financial Group
Texas
$431K +$431K +9,000 New
AIM
813
Achmea Investment Management
Netherlands
$428K -$2.05M -42,860 -83%
CB
814
Community Bank
New York
$422K – – –
WAM
815
Wealthspire Advisors (Maryland)
Maryland
$422K +$106K +2,203 +33%
MFW
816
Mosaic Family Wealth
Missouri
$421K +$9.72K +203 +2%
Members Trust
817
Members Trust
Florida
$420K – – –
MMG
818
Monetary Management Group
Missouri
$420K – – –
MBT
819
Montecito Bank & Trust
California
$417K +$46.8K +976 +13%
CT
820
Clearstead Trust
Maine
$417K +$52.1K +1,565 +14%
IAMOG
821
Investors Asset Management of Georgia
Georgia
$414K – – –
CIAS
822
Capital Investment Advisory Services
North Carolina
$412K +$21.7K +454 +6%
HS
823
HighVista Strategies
Massachusetts
$412K +$412K +8,600 New
SFG
824
Summit Financial Group
West Virginia
$411K +$411K +8,582 New
FI
825
FormulaFolio Investments
Michigan
$409K -$133K -2,783 -25%
31 32
33
34 35