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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 %
DAC
926
Dividend Assets Capital
South Carolina
$285K -$17.5K -365 -6%
SFG
927
StrategIQ Financial Group
Indiana
$283K +$30.8K +643 +12%
GA
928
Geneva Advisors
Illinois
$282K -$21.8K -456 -7%
CCM
929
Covington Capital Management
California
$282K – – –
GHAM
930
Gilman Hill Asset Management
Connecticut
$279K -$35.9K -750 -11%
GP
931
Girard Partners
Pennsylvania
$276K -$19.2K -402 -7%
FCB
932
First Command Bank
Texas
$276K +$3.59K +75 +1%
FCFS
933
First Command Financial Services
Texas
$276K +$3.59K +75 +1%
PWSG
934
Pacific Wealth Strategies Group
California
$275K -$19.3K -404 -7%
CCT
935
Capital City Trust
Florida
$275K +$275K +5,750 New
FANJ
936
Financial Architects (New Jersey)
New Jersey
$273K -$25.3K -529 -8%
QI
937
Quotient Investors
New York
$271K – – –
GLRA
938
Gerald L. Ray & Associates
Texas
$268K – – –
PAA
939
Peregrine Asset Advisers
Oregon
$263K – – –
CCT
940
Country Club Trust
Missouri
$262K -$21.5K -450 -8%
TRCT
941
Tower Research Capital (TRC)
New York
$260K -$41K -854 -14%
BFG
942
Barber Financial Group
Kansas
$259K +$17.9K +375 +7%
PCM
943
Penserra Capital Management
California
$258K +$36.9K +770 +17%
CCM
944
Crossvault Capital Management
Texas
$257K – – –
GEA
945
Glen Eagle Advisors
New Jersey
$256K +$16.8K +350 +7%
WEC
946
Winslow Evans & Crocker
Massachusetts
$254K +$105K +2,181 +71%
WA
947
WealthTrust Axiom
Pennsylvania
$253K -$3.83K -80 -1%
VAM
948
Verity Asset Management
North Carolina
$250K – – –
TWA
949
TCI Wealth Advisors
Arizona
$250K +$22.4K +466 +10%
FCBT
950
First Citizens Bank & Trust
North Carolina
$249K -$10.9K -227 -4%
36 37
38
39 40