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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 %
PA
901
Parallel Advisors
California
$315K +$315K +6,398 New
OWP
902
Obermeyer Wealth Partners
Colorado
$314K – – –
WA
903
WealthTrust Axiom
Pennsylvania
$314K – – –
SWA
904
SFMG Wealth Advisors
Texas
$314K +$1.43K +29 +0.5%
BFS
905
Bradley Foster & Sargent
Connecticut
$312K -$24.6K -500 -7%
ZCA
906
Zeke Capital Advisors
Pennsylvania
$312K +$312K +6,343 New
ACP
907
Aveo Capital Partners
Colorado
$311K +$311K +6,325 New
UBWV
908
United Bank (West Virginia)
West Virginia
$310K – – –
EB
909
Eastern Bank
Massachusetts
$310K – – –
Massachusetts Financial Services
910
Massachusetts Financial Services
Massachusetts
$308K -$52.3M -1,062,209 -99%
CIAS
911
Capital Investment Advisory Services
North Carolina
$308K +$308K +6,253 New
AIA
912
Allegis Investment Advisors
Idaho
$307K -$3.15K -64 -1%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$307K – – –
First Manhattan
914
First Manhattan
New York
$306K -$107K -2,175 -26%
AAP
915
Arax Advisory Partners
Colorado
$306K +$306K +6,219 New
CCM
916
Crossvault Capital Management
Texas
$304K -$8.62K -175 -3%
BC
917
Banced Corp
Illinois
$304K – – –
NAM
918
Nichols Asset Management
Massachusetts
$304K – – –
CPO
919
Cerity Partners OCIO
New York
$301K -$4.96K -101 -2%
BSW
920
Buckingham Strategic Wealth
Missouri
$298K -$8.26K -168 -3%
STMM
921
South Texas Money Management
Texas
$298K +$102K +2,076 +52%
FCB
922
First Command Bank
Texas
$293K +$293K +5,944 New
FCFS
923
First Command Financial Services
Texas
$293K +$293K +5,944 New
CCT
924
Country Club Trust
Missouri
$292K +$8.12K +165 +3%
FHC
925
First Heartland Consultants
Missouri
$290K -$46K -933 -14%
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37
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