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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 %
CSS
876
Cubist Systematic Strategies
Connecticut
$329K -$4.75M -96,705 -94%
ST
877
Smithfield Trust
Pennsylvania
$328K – – –
NAM
878
North American Management
Massachusetts
$327K -$197 -4 -0.1%
CWM
879
Cornerstone Wealth Management
Missouri
$327K – – –
FCAG
880
First Capital Advisors Group
New Jersey
$326K -$169K -3,427 -34%
BIA
881
Barry Investment Advisors
Massachusetts
$325K +$2.9K +59 +0.9%
IMOV
882
Investment Management of Virginia
Virginia
$323K – – –
Group One Trading
883
Group One Trading
Illinois
$320K -$219K -4,450 -41%
KSA
884
Ken Stern & Associates
California
$320K +$11.4K +229 +4%
FFC
885
First Financial Corp
Indiana
$319K – – –
SWM
886
SVA Wealth Management
Wisconsin
$319K +$3.74K +76 +1%
GCMG
887
Gyroscope Capital Management Group
Florida
$319K +$23.4K +476 +8%
MHIM
888
MacNealy Hoover Investment Management
Ohio
$317K – – –
AWCI
889
Alpine Woods Capital Investors
New York
$314K – – –
SCA
890
Stonebridge Capital Advisors
Minnesota
$311K +$57K +1,158 +22%
MSFP
891
Mark Sheptoff Financial Planning
Connecticut
$310K -$49 -1 -0%
UBWV
892
United Bank (West Virginia)
West Virginia
$309K – – –
MWM
893
Mission Wealth Management
California
$309K +$49 +1 +0%
CBN
894
Cadence Bank NA
Texas
$308K -$45.4K -924 -13%
WT
895
Washington Trust
Rhode Island
$308K -$6.49K -132 -2%
BAS
896
Brown Advisory Securities
Maryland
$308K -$5.94K -120 -2%
MWM
897
Merriman Wealth Management
Washington
$307K +$307K +6,246 New
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$306K – – –
First Manhattan
899
First Manhattan
New York
$305K – – –
BC
900
Banced Corp
Illinois
$304K – – –
34 35
36
37 38