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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 %
PA
826
Probity Advisors
Texas
$412K – – –
GT
827
Glenview Trust
Kentucky
$407K +$407K +8,279 New
TRCT
828
Tower Research Capital (TRC)
New York
$402K -$14.2K -289 -3%
DJSG
829
D.J. St. Germain
Massachusetts
$402K -$9.83K -200 -2%
AF
830
Allworth Financial
California
$402K +$590 +12 +0.1%
MSAM
831
Moloney Securities Asset Management
Missouri
$398K +$398K +8,097 New
CCG
832
Chatham Capital Group
Georgia
$397K +$41.7K +848 +12%
IP
833
Isthmus Partners
Wisconsin
$396K +$13.4K +272 +3%
CL
834
Choreo LLC
Illinois
$396K +$55.6K +1,129 +16%
DAS
835
Dynamic Advisor Solutions
Arizona
$395K -$502K -10,191 -56%
LA
836
Lau Associates
Delaware
$394K – – –
WT
837
Washington Trust
Rhode Island
$394K +$33.6K +682 +9%
Fisher Asset Management
838
Fisher Asset Management
Washington
$392K -$81.4K -1,657 -17%
RIA
839
Regal Investment Advisors
Michigan
$392K -$74.9K -1,522 -16%
VCM
840
Violich Capital Management
California
$390K – – –
ST
841
Spinnaker Trust
Maine
$390K +$21.5K +436 +6%
SA
842
Strategic Advisors
New York
$390K +$22.9K +465 +6%
BIM
843
Bridges Investment Management
Nebraska
$386K -$39.3K -800 -9%
BA
844
Bristol Advisors
Pennsylvania
$384K +$384K +7,800 New
GC
845
Grimes & Company
Massachusetts
$383K – – –
MBT
846
Montecito Bank & Trust
California
$381K +$15.6K +317 +4%
FANJ
847
Financial Architects (New Jersey)
New Jersey
$378K -$441K -8,945 -54%
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$377K – – –
FHA
849
Flagship Harbor Advisors
Massachusetts
$375K +$375K +7,717 New
SAM
850
Silvercrest Asset Management
New York
$374K – – –
32 33
34
35 36