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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 %
CCM
926
Covington Capital Management
California
$290K – – –
MWM
927
Mission Wealth Management
California
$290K +$14.7K +299 +5%
GP
928
Girard Partners
Pennsylvania
$289K -$3.4K -69 -1%
MGIA
929
Moneta Group Investment Advisors
Missouri
$286K +$82.1K +1,667 +40%
ARMT
930
Amica Retiree Medical Trust
Rhode Island
$284K +$284K +5,782 New
1SB
931
1ST Source Bank
Indiana
$280K +$982 +20 +0.4%
QI
932
Quotient Investors
New York
$278K – – –
BAS
933
Brown Advisory Securities
Maryland
$277K +$37.1K +748 +15%
GLRA
934
Gerald L. Ray & Associates
Texas
$276K -$49.3K -1,000 -15%
GCA
935
Gideon Capital Advisors
New York
$275K -$1.78M -36,084 -87%
KCM
936
Kempner Capital Management
Texas
$275K – – –
CCT
937
Capital City Trust
Florida
$275K – – –
FRM
938
Fox Run Management
Connecticut
$275K +$275K +5,600 New
TC
939
Trust Company
Kansas
$274K -$598K -12,156 -69%
Susquehanna International Group
940
Susquehanna International Group
Pennsylvania
$273K -$789K -16,049 -74%
BIA
941
Barry Investment Advisors
Massachusetts
$272K -$3.54K -72 -1%
PAA
942
Peregrine Asset Advisers
Oregon
$270K +$270K +5,496 New
JIM
943
Jupiter Investment Management
United Kingdom
$270K +$270K +5,497 New
RCM
944
RNC Capital Management
California
$269K +$32K +650 +14%
CCB
945
Cutter & Co Brokerage
Missouri
$268K +$541 +11 +0.2%
PWSG
946
Pacific Wealth Strategies Group
California
$263K +$263K +5,345 New
PL
947
Parkwood LLC
Ohio
$261K -$227K -4,622 -47%
FFC
948
First Financial Corp
Indiana
$260K -$19.7K -400 -7%
RMCM
949
Reynders McVeigh Capital Management
Massachusetts
$260K – – –
SHGA
950
Sand Hill Global Advisors
California
$260K +$7.23K +147 +3%
36 37
38
39 40