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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 %
AF
826
Allworth Financial
California
$403K -$49 -1 -0%
CCT
827
Country Club Trust
Missouri
$398K +$128K +2,603 +47%
LBC
828
Lowe Brockenbrough & Co
Virginia
$394K – – –
GC
829
Grimes & Company
Massachusetts
$393K +$9.83K +200 +3%
IAMOG
830
Investors Asset Management of Georgia
Georgia
$390K -$34.4K -700 -8%
ARMT
831
Amica Retiree Medical Trust
Rhode Island
$386K – – –
RIA
832
Regal Investment Advisors
Michigan
$386K +$8.6K +175 +2%
PI
833
PineBridge Investments
New York
$384K -$31.1K -633 -7%
Pzena Investment Management
834
Pzena Investment Management
New York
$383K +$17K +346 +5%
VCM
835
Violich Capital Management
California
$382K -$9.83K -200 -3%
HCMNY
836
Howard Capital Management (New York)
New York
$381K +$4.32K +88 +1%
BIC
837
Bridges Investment Counsel
Nebraska
$379K -$255K -5,175 -40%
AWA
838
Arete Wealth Advisors
Illinois
$378K – – –
IP
839
Isthmus Partners
Wisconsin
$378K – – –
SAM
840
Summit Asset Management
Tennessee
$374K +$57.8K +1,175 +18%
MBT
841
Montecito Bank & Trust
California
$372K -$55.2K -1,123 -13%
SAM
842
Silvercrest Asset Management
New York
$371K -$7.07K -144 -2%
TAM
843
Tiverton Asset Management
Delaware
$371K +$371K +7,549 New
ISL
844
Ingalls & Snyder LLC
New York
$370K – – –
IC
845
Intersect Capital
California
$369K +$1.13K +23 +0.3%
GWM
846
GSB Wealth Management
Connecticut
$368K – – –
AB
847
Atlas Brown
Kentucky
$368K +$4.48K +91 +1%
SL
848
Summitry LLC
California
$366K – – –
MSAM
849
Moloney Securities Asset Management
Missouri
$366K +$1.52K +31 +0.4%
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K -$29.5K -600 -8%
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