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Southern Company
SO

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 %
SAM
851
Silvercrest Asset Management
New York
$369K +$3.93K +82 +1%
IP
852
Isthmus Partners
Wisconsin
$368K -$17.5K -366 -5%
RIA
853
Regal Investment Advisors
Michigan
$368K -$15K -313 -4%
AWA
854
Arete Wealth Advisors
Illinois
$368K +$27.2K +568 +8%
HCMNY
855
Howard Capital Management (New York)
New York
$367K +$3.97K +83 +1%
DCM
856
Dynamic Capital Management
Jersey
$366K +$366K +7,643 New
SSB
857
Sandy Spring Bank
Maryland
$365K -$15.4K -312 -4%
OWP
858
Obermeyer Wealth Partners
Colorado
$363K +$24K +500 +7%
CICI
859
Capital Investment Counsel Inc
North Carolina
$362K -$3.92K -82 -1%
BWM
860
BerganKDV Wealth Management
Minnesota
$361K +$48 +1 +0%
DWT
861
Dorsey & Whitney Trust
South Dakota
$361K +$39.7K +826 +12%
MCM
862
Maple Capital Management
Vermont
$360K – – –
ISL
863
Ingalls & Snyder LLC
New York
$360K – – –
GWM
864
GSB Wealth Management
Connecticut
$358K – – –
IC
865
Intersect Capital
California
$358K +$165K +3,448 +86%
DAS
866
Dynamic Advisor Solutions
Arizona
$357K -$13.8K -288 -4%
SL
867
Summitry LLC
California
$357K – – –
Pzena Investment Management
868
Pzena Investment Management
New York
$357K +$25.7K +536 +8%
MSAM
869
Moloney Securities Asset Management
Missouri
$355K -$14.1K -294 -4%
AB
870
Atlas Brown
Kentucky
$354K -$11.2K -233 -3%
FHA
871
Flagship Harbor Advisors
Massachusetts
$354K -$8.81K -185 -2%
SIC
872
Shoker Investment Counsel
Ohio
$351K +$12.4K +259 +4%
IB
873
Intrust Bank
Kansas
$349K -$38K -795 -10%
PIA
874
Peachtree Investment Advisors
Georgia
$347K +$42.1K +880 +14%
CBN
875
Cadence Bank NA
Texas
$345K -$17.7K -369 -5%
33 34
35
36 37