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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
$1.58B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$388M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.56B
5
CBOA
Commonwealth Bank of Australia
Australia
$59M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$519M
2
T
TOBAM
France
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$8.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$58.2M
5
PI
PGGM Investments
Netherlands
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
926
Beaumont Financial Advisors
Massachusetts
$270K +$62.7K +1,277 +30%
VAM
927
Verity Asset Management
North Carolina
$269K – – –
HCM
928
Hodges Capital Management
Texas
$266K +$48.7K +990 +22%
BRC
929
Bell Rock Capital
Delaware
$265K +$13.8K +282 +6%
CCM
930
Crossvault Capital Management
Texas
$264K – – –
ACI
931
Alpha Cubed Investments
California
$261K +$36.9K +751 +16%
Koshinski Asset Management
932
Koshinski Asset Management
Illinois
$257K +$12.7K +259 +5%
SWA
933
SFMG Wealth Advisors
Texas
$253K -$63.1K -1,285 -20%
WA
934
WealthTrust Axiom
Pennsylvania
$250K -$9.82K -200 -4%
HDIM
935
Hanson & Doremus Investment Management
Vermont
$250K – – –
IC
936
Inverness Counsel
New York
$250K – – –
CWM
937
Confluence Wealth Management
Oregon
$250K +$24K +488 +11%
GI
938
Gradient Investments
Minnesota
$248K +$5.64K +115 +2%
Mariner
939
Mariner
Kansas
$247K -$233K -4,750 -49%
Jones Financial Companies
940
Jones Financial Companies
Missouri
$247K +$294 +6 +0.1%
SFWA
941
Summit Financial Wealth Advisors
Louisiana
$246K -$499K -10,140 -67%
AFP
942
Ausdal Financial Partners
Iowa
$245K +$245K +4,991 New
CCM
943
Compton Capital Management
Rhode Island
$243K – – –
WAP
944
Wealthcare Advisory Partners
Pennsylvania
$243K +$243K +4,954 New
CBU
945
CIBC Bank USA
Illinois
$242K -$71.2K -1,450 -23%
CCB
946
Cutter & Co Brokerage
Missouri
$242K -$1.33K -27 -0.5%
SSWM
947
Smith Salley Wealth Management
North Carolina
$240K -$2.03M -41,399 -89%
RMCM
948
Reynders McVeigh Capital Management
Massachusetts
$240K – – –
BIG
949
Bellwether Investment Group
Tennessee
$239K +$1.03K +21 +0.4%
BC
950
Bartlett & Co
Ohio
$237K +$736 +15 +0.3%
36 37
38
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