SO icon

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 %
CBN
851
Cadence Bank NA
Texas
$372K +$6.78K +138 +2%
ISL
852
Ingalls & Snyder LLC
New York
$370K – – –
SWM
853
SVA Wealth Management
Wisconsin
$369K -$4.92K -100 -1%
BTW
854
Boston Trust Walden
Massachusetts
$369K – – –
TIP
855
Torray Investment Partners
Maryland
$369K – – –
HCMNY
856
Howard Capital Management (New York)
New York
$369K +$4.23K +86 +1%
GWM
857
GSB Wealth Management
Connecticut
$368K +$368K +7,480 New
SL
858
Summitry LLC
California
$366K -$87K -1,770 -19%
CT
859
Clearstead Trust
Maine
$366K +$366K +7,436 New
BTIS
860
BB&T Investment Services
North Carolina
$366K +$366K +7,464 New
FWIA
861
Fort Washington Investment Advisors
Ohio
$365K -$566K -11,500 -61%
MCM
862
Maple Capital Management
Vermont
$365K +$28.3K +575 +8%
SDIC
863
South Dakota Investment Council
South Dakota
$364K – – –
CICI
864
Capital Investment Counsel Inc
North Carolina
$362K -$15.3K -310 -4%
WSFS
865
Wilmington Savings Fund Society
Delaware
$360K -$46.3K -943 -11%
FIB
866
First Interstate Bank
Montana
$359K – – –
MC
867
Middleton & Co
Massachusetts
$357K -$118K -2,395 -25%
PFM
868
Parsec Financial Management
North Carolina
$355K +$7.04K +143 +2%
PAG
869
Pinnacle Advisory Group
Maryland
$354K -$65.5K -1,332 -16%
KFP
870
Keystone Financial Planning
Ohio
$353K – – –
PP
871
Patten & Patten
Tennessee
$350K +$34.4K +700 +11%
WKWM
872
Walter & Keenan Wealth Management
Indiana
$344K +$24.6K +500 +8%
CCA
873
Cobblestone Capital Advisors
New York
$343K – – –
RC
874
RegentAtlantic Capital
New Jersey
$342K -$3.55K -72 -1%
GHAM
875
Gilman Hill Asset Management
Connecticut
$341K +$92.1K +1,875 +37%
33 34
35
36 37