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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 %
CB
801
Community Bank
New York
$433K – – –
TSW
802
Thompson Siegel & Walmsley
Virginia
$433K +$41.8K +850 +11%
Members Trust
803
Members Trust
Florida
$432K – – –
BAM
804
Belpointe Asset Management
Nevada
$427K +$427K +8,681 New
YIA
805
YHB Investment Advisors
Connecticut
$425K -$18.3K -373 -4%
VFA
806
Valeo Financial Advisors
Indiana
$423K +$423K +8,602 New
AUB
807
Atlantic Union Bankshares
Virginia
$420K -$20.6K -418 -5%
CHA
808
Cedar Hill Associates
Illinois
$420K +$420K +8,552 New
Capstone Investment Advisors
809
Capstone Investment Advisors
New York
$419K -$6.68M -136,038 -94%
PJSIMP
810
P.J. Schmidt Investment Management (PJS)
Wisconsin
$418K -$49.2K -1,000 -11%
BWP
811
Baldwin Wealth Partners
Massachusetts
$418K – – –
CCA
812
Checchi Capital Advisers
California
$416K -$49.4K -1,006 -11%
MAA
813
Mraz Amerine & Associates
California
$416K – – –
HVIA
814
Hudson Valley Investment Advisors
New York
$416K – – –
BRWA
815
B. Riley Wealth Advisors
Florida
$416K +$32.3K +657 +8%
BC
816
Brinker Capital
Pennsylvania
$414K +$414K +8,419 New
NL
817
NWAM LLC
Washington
$412K +$69.5K +1,414 +20%
CIAS
818
Capital Investment Advisory Services
North Carolina
$411K -$12.3K -250 -3%
PA
819
Probity Advisors
Texas
$411K – – –
TCOT
820
Trust Company of Toledo
Ohio
$410K -$2.21K -45 -0.5%
FWM
821
Frontier Wealth Management
Missouri
$409K +$49 +1 +0%
MCM
822
Maple Capital Management
Vermont
$408K +$38.1K +775 +10%
Lazard Asset Management
823
Lazard Asset Management
New York
$407K – – –
SBL
824
Sargent Bickham Lagudis
Colorado
$404K -$7.62K -155 -2%
BSW
825
Buckingham Strategic Wealth
Missouri
$404K -$6.88K -140 -2%
31 32
33
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