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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 %
LWMT
851
Legacy Wealth Management (Tennessee)
Tennessee
$361K +$361K +7,352 New
FHA
852
Flagship Harbor Advisors
Massachusetts
$358K -$10.9K -219 -3%
PA
853
Parallel Advisors
California
$358K +$12.6K +244 +4%
OSNBOA
854
Old Second National Bank of Aurora
Illinois
$356K +$112K +2,270 +46%
FIB
855
First Interstate Bank
Montana
$354K +$9.83K +200 +3%
IB
856
Intrust Bank
Kansas
$353K -$5.85K -119 -2%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$353K – – –
KFP
858
Keystone Financial Planning
Ohio
$352K – – –
GP
859
Girard Partners
Pennsylvania
$350K +$66.5K +1,351 +23%
KF
860
Krilogy Financial
Missouri
$350K +$288K +5,856 +463%
QAM
861
Quantres Asset Management
Cayman Islands
$349K -$959K -19,500 -73%
BWM
862
BerganKDV Wealth Management
Minnesota
$349K -$21.6K -439 -6%
WKWM
863
Walter & Keenan Wealth Management
Indiana
$344K – – –
Fisher Asset Management
864
Fisher Asset Management
Washington
$343K +$93K +1,895 +37%
KM
865
Kalos Management
Georgia
$343K +$343K +6,989 New
GRP
866
Global Retirement Partners
California
$342K +$34.9K +710 +11%
SA
867
Strategic Advisors
New York
$339K +$2.41K +49 +0.7%
STMM
868
South Texas Money Management
Texas
$337K -$11.3K -229 -3%
SSB
869
Sandy Spring Bank
Maryland
$336K -$28.1K -572 -8%
GT
870
Glenview Trust
Kentucky
$336K – – –
CL
871
Choreo LLC
Illinois
$334K +$4.17K +85 +1%
NIPH
872
NN Investment Partners Holdings
Netherlands
$333K -$578K -11,772 -63%
RC
873
RegentAtlantic Capital
New Jersey
$331K -$4.08K -83 -1%
MWAC
874
Mariner Wealth Advisors (Cincinnati)
Ohio
$330K -$219K -4,456 -40%
CICI
875
Capital Investment Counsel Inc
North Carolina
$330K -$41.8K -850 -11%
33 34
35
36 37