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Southern Company
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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 %
BWP
826
Baldwin Wealth Partners
Massachusetts
$407K – – –
RA
827
Rational Advisors
New York
$407K +$407K +8,500 New
AAM
828
Autus Asset Management
Arizona
$405K -$14.4K -300 -3%
HVIA
829
Hudson Valley Investment Advisors
New York
$405K – – –
MAA
830
Mraz Amerine & Associates
California
$405K – – –
PI
831
PineBridge Investments
New York
$404K +$404K +8,444 New
TCOT
832
Trust Company of Toledo
Ohio
$402K – – –
PA
833
Probity Advisors
Texas
$401K – – –
SBL
834
Sargent Bickham Lagudis
Colorado
$401K +$12.7K +266 +3%
BSW
835
Buckingham Strategic Wealth
Missouri
$400K +$110K +2,293 +38%
FWM
836
Frontier Wealth Management
Missouri
$398K +$48 +1 +0%
Lazard Asset Management
837
Lazard Asset Management
New York
$397K – – –
AF
838
Allworth Financial
California
$392K +$574 +12 +0.1%
SI
839
SII Investments
Wisconsin
$391K -$141K -2,934 -27%
KL
840
Kinsight LLC
Alabama
$391K -$91.7K -1,913 -19%
SCI
841
Stableford Capital II
Arizona
$388K +$19.2K +401 +5%
LBC
842
Lowe Brockenbrough & Co
Virginia
$384K – – –
VCM
843
Violich Capital Management
California
$382K – – –
TSW
844
Thompson Siegel & Walmsley
Virginia
$381K -$57.2K -1,195 -13%
CT
845
Cambridge Trust
Massachusetts
$380K -$86.2K -1,800 -18%
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$380K -$17.9K -374 -4%
BIM
847
Bridges Investment Management
Nebraska
$376K – – –
ARMT
848
Amica Retiree Medical Trust
Rhode Island
$376K +$99.2K +2,073 +36%
BRWA
849
B. Riley Wealth Advisors
Florida
$375K -$34.6K -721 -8%
GC
850
Grimes & Company
Massachusetts
$373K – – –
32 33
34
35 36