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Southern Company
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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 %
SCA
951
Stonebridge Capital Advisors
Minnesota
$260K +$21.3K +432 +9%
GCMG
952
Gyroscope Capital Management Group
Florida
$259K +$259K +5,260 New
BBI
953
Baxter Bros Inc
Connecticut
$258K +$14.7K +300 +6%
SAM
954
Shamrock Asset Management
Texas
$257K -$291K -5,959 -53%
BFG
955
Barber Financial Group
Kansas
$254K +$254K +5,168 New
CONA
956
Capital One National Association
New York
$253K +$19.4K +395 +8%
BLAM
957
Bourne Lent Asset Management
New York
$252K +$252K +5,131 New
IC
958
Inverness Counsel
New York
$251K -$4.85K -100 -2%
CCM
959
Compton Capital Management
Rhode Island
$248K -$260K -5,296 -51%
HC
960
Hourglass Capital
Texas
$248K – – –
LIM
961
Lathrop Investment Management
Arkansas
$247K -$236K -4,800 -49%
SFG
962
StrategIQ Financial Group
Indiana
$247K +$33.6K +682 +16%
HCM
963
Hodges Capital Management
Texas
$246K -$14.3K -291 -5%
LWCFA
964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$246K – – –
HT
965
HighTower Trust
Texas
$246K – – –
GEA
966
Glen Eagle Advisors
New Jersey
$245K +$245K +4,989 New
DWM
967
Destination Wealth Management
California
$245K +$245K +4,979 New
WI
968
Wedgewood Investors
Pennsylvania
$244K +$14.7K +300 +6%
ABTD
969
Arvest Bank Trust Division
Oklahoma
$242K -$9.84K -200 -4%
FP
970
FDO Partners
Massachusetts
$242K +$242K +4,929 New
OSNBOA
971
Old Second National Bank of Aurora
Illinois
$238K +$13.6K +275 +6%
FBT
972
First Bankers Trust
Kentucky
$237K -$1.82K -37 -0.8%
HDIM
973
Hanson & Doremus Investment Management
Vermont
$236K +$49 +1 +0%
BC
974
Bartlett & Co
Ohio
$235K +$688 +14 +0.3%
TCM
975
Tufton Capital Management
Maryland
$235K +$4.13K +84 +2%
37 38
39
40 41