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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 %
ACM
901
AlphaStar Capital Management
North Carolina
$302K +$302K +6,142 New
PIA
902
Peachtree Investment Advisors
Georgia
$301K -$55.6K -1,130 -16%
BCM
903
Becker Capital Management
Oregon
$300K – – –
PG
904
Patten Group
Tennessee
$300K +$3.69K +75 +1%
MC
905
Middleton & Co
Massachusetts
$296K -$8.5K -173 -3%
SCM
906
Salem Capital Management
Massachusetts
$295K – – –
SFG
907
StrategIQ Financial Group
Indiana
$291K – – –
CCM
908
Covington Capital Management
California
$290K – – –
PWSG
909
Pacific Wealth Strategies Group
California
$289K +$6.4K +130 +2%
FANJ
910
Financial Architects (New Jersey)
New Jersey
$285K +$5.25K +107 +2%
1832 Asset Management
911
1832 Asset Management
Ontario, Canada
$285K +$285K +5,979 New
FCFS
912
First Command Financial Services
Texas
$283K -$1.08K -22 -0.4%
FCB
913
First Command Bank
Texas
$283K -$1.08K -22 -0.4%
KWM
914
Kingsview Wealth Management
Oregon
$282K +$282K +5,746 New
CAG
915
Csenge Advisory Group
Florida
$279K +$279K +5,675 New
QI
916
Quotient Investors
New York
$278K – – –
TTWM
917
TCV Trust & Wealth Management
Virginia
$277K +$277K +5,636 New
EB
918
Eastern Bank
Massachusetts
$276K -$34.2K -696 -11%
GEA
919
Glen Eagle Advisors
New Jersey
$275K +$12.8K +260 +5%
GLRA
920
Gerald L. Ray & Associates
Texas
$275K – – –
CCT
921
Capital City Trust
Florida
$275K – – –
FHC
922
First Heartland Consultants
Missouri
$274K +$25.6K +521 +10%
WAM
923
Wolverine Asset Management
Illinois
$271K -$53.3K -1,085 -16%
TC
924
Telemus Capital
Michigan
$270K -$49.7K -1,013 -16%
PAA
925
Peregrine Asset Advisers
Oregon
$270K – – –
35 36
37
38 39