SO icon

Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
3
Ameriprise
Minnesota
$438M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$594M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
3
Wells Fargo
California
$694M
4
APG Asset Management
4
APG Asset Management
Netherlands
$126M
5
Capital International Investors
5
Capital International Investors
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
926
Gateway Advisory
New Jersey
$304K 6,102 +6,102 New
BAS
927
Brown Advisory Securities
Maryland
$303K 6,105 +519 +9%
BSW
928
Buckingham Strategic Wealth
Missouri
$302K 6,067 +4 +0.1%
MWM
929
Mission Wealth Management
California
$301K 6,052 +157 +3%
SCM
930
Salem Capital Management
Massachusetts
$299K 6,000 -500 -8%
CCT
931
Country Club Trust
Missouri
$296K 5,935 – –
KSA
932
Ken Stern & Associates
California
$294K 5,902 -4,431 -43%
CCM
933
Covington Capital Management
California
$294K 5,900 – –
ARMT
934
Amica Retiree Medical Trust
Rhode Island
$288K 5,782 – –
MYLI
935
Meiji Yasuda Life Insurance
Japan
$287K 5,770 +5,770 New
FCFS
936
First Command Financial Services
Texas
$283K 5,689 -255 -4%
FCB
937
First Command Bank
Texas
$283K 5,689 -255 -4%
1SB
938
1ST Source Bank
Indiana
$281K 5,651 -51 -0.9%
QI
939
Quotient Investors
New York
$281K 5,651 – –
GLRA
940
Gerald L. Ray & Associates
Texas
$279K 5,604 – –
KCM
941
Kempner Capital Management
Texas
$279K 5,600 – –
GRP
942
Global Retirement Partners
California
$277K 5,561 +1,023 +23%
PFM
943
Parsec Financial Management
North Carolina
$276K 5,540 -1,676 -23%
FHC
944
First Heartland Consultants
Missouri
$275K 5,528 -359 -6%
PAA
945
Peregrine Asset Advisers
Oregon
$274K 5,496 – –
FWIA
946
Fort Washington Investment Advisors
Ohio
$271K 5,446 -1,969 -27%
AIA
947
Allegis Investment Advisors
Idaho
$270K 5,422 -820 -13%
FCBT
948
First Citizens Bank & Trust
North Carolina
$269K 5,421 -13,338 -71%
CCM
949
Crossvault Capital Management
Texas
$268K 5,375 -800 -13%
GI
950
Gradient Investments
Minnesota
$268K 5,378 +1,178 +28%
36 37
38
39 40