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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 %
FFC
901
First Financial Corp
Indiana
$310K – – –
MHIM
902
MacNealy Hoover Investment Management
Ohio
$309K -$3.83K -80 -1%
SAM
903
Summit Asset Management
Tennessee
$308K – – –
SWA
904
SFMG Wealth Advisors
Texas
$308K +$1.39K +29 +0.5%
SWM
905
SVA Wealth Management
Wisconsin
$307K -$1.92K -40 -0.6%
AWCI
906
Alpine Woods Capital Investors
New York
$306K -$14.3K -300 -4%
WT
907
Washington Trust
Rhode Island
$306K +$8.37K +175 +3%
CBU
908
CIBC Bank USA
Illinois
$305K +$305K +6,375 New
BAS
909
Brown Advisory Securities
Maryland
$303K +$11.6K +242 +4%
MSFP
910
Mark Sheptoff Financial Planning
Connecticut
$302K -$412K -8,589 -58%
EB
911
Eastern Bank
Massachusetts
$301K – – –
UBWV
912
United Bank (West Virginia)
West Virginia
$301K – – –
MWM
913
Mission Wealth Management
California
$301K +$11.2K +233 +4%
KSA
914
Ken Stern & Associates
California
$300K +$15.4K +319 +5%
BHBT
915
Burke & Herbert Bank & Trust
Virginia
$299K – – –
GRP
916
Global Retirement Partners
California
$299K +$32.6K +681 +12%
First Manhattan
917
First Manhattan
New York
$297K -$48 -1 -0%
MC
918
Middleton & Co
Massachusetts
$296K -$43K -900 -13%
BC
919
Banced Corp
Illinois
$296K – – –
PG
920
Patten Group
Tennessee
$294K +$87.8K +1,800 +43%
BCM
921
Becker Capital Management
Oregon
$293K +$293K +6,114 New
KI
922
Koch Industries
Kansas
$289K +$289K +6,035 New
GCMG
923
Gyroscope Capital Management Group
Florida
$288K +$33.1K +691 +13%
SCM
924
Salem Capital Management
Massachusetts
$287K – – –
FM
925
Foster & Motley
Ohio
$286K -$160K -3,347 -36%
35 36
37
38 39