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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 %
FNBTCON
876
First National Bank & Trust Co of Newtown
Pennsylvania
$343K – – –
KFP
877
Keystone Financial Planning
Ohio
$343K – – –
BFM
878
Boothbay Fund Management
New York
$342K +$342K +7,150 New
STMM
879
South Texas Money Management
Texas
$339K +$909 +19 +0.3%
CCA
880
Cobblestone Capital Advisors
New York
$336K – – –
WKWM
881
Walter & Keenan Wealth Management
Indiana
$335K – – –
FIB
882
First Interstate Bank
Montana
$335K – – –
NL
883
NWAM LLC
Washington
$334K -$45.7K -954 -12%
Wolverine Trading
884
Wolverine Trading
Illinois
$330K +$330K +6,827 New
GIM
885
Greylin Investment Management
Virginia
$329K – – –
SA
886
Strategic Advisors
New York
$328K +$2.25K +47 +0.7%
RC
887
RegentAtlantic Capital
New Jersey
$327K -$11.7K -243 -3%
GT
888
Glenview Trust
Kentucky
$327K -$4.07K -85 -1%
CL
889
Choreo LLC
Illinois
$322K -$14.8K -308 -4%
PA
890
Parallel Advisors
California
$320K -$21.3K -444 -6%
ST
891
Smithfield Trust
Pennsylvania
$320K – – –
NAM
892
North American Management
Massachusetts
$319K – – –
WSFS
893
Wilmington Savings Fund Society
Delaware
$318K -$23.1K -482 -7%
WAM
894
Wolverine Asset Management
Illinois
$316K +$316K +6,600 New
IMOV
895
Investment Management of Virginia
Virginia
$315K – – –
BIA
896
Barry Investment Advisors
Massachusetts
$314K -$6.99K -146 -2%
CC
897
Courier Capital
New York
$312K -$623 -13 -0.2%
TC
898
Telemus Capital
Michigan
$312K +$7.19K +150 +2%
CWM
899
Cornerstone Wealth Management
Missouri
$312K +$7.7K +163 +3%
SDIC
900
South Dakota Investment Council
South Dakota
$311K -$43.5K -910 -12%
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