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 %
WA
951
WealthTrust Axiom
Pennsylvania
$267K 5,370 -1,018 -16%
GCMG
952
Gyroscope Capital Management Group
Florida
$265K 5,330 +70 +1%
BIG
953
Bellwether Investment Group
Tennessee
$263K 5,281 -9,288 -64%
SCA
954
Stonebridge Capital Advisors
Minnesota
$262K 5,270 -12 -0.2%
SFG
955
StrategIQ Financial Group
Indiana
$262K 5,269 +250 +5%
DWM
956
Destination Wealth Management
California
$262K 5,254 +275 +6%
Koshinski Asset Management
957
Koshinski Asset Management
Illinois
$260K 5,225 +570 +12%
VAM
958
Verity Asset Management
North Carolina
$260K 5,217 +5,217 New
TC
959
Trust Company
Kansas
$255K 5,123 -448 -8%
BLAM
960
Bourne Lent Asset Management
New York
$255K 5,131 – –
Tudor Investment Corp
961
Tudor Investment Corp
Connecticut
$254K 5,100 +5,100 New
AWM
962
Affinity Wealth Management
Delaware
$253K 5,085 +1,016 +25%
IC
963
Inverness Counsel
New York
$252K 5,078 -100 -2%
BFG
964
Barber Financial Group
Kansas
$251K 5,038 -130 -3%
LWCFA
965
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K 4,995 – –
CCM
966
Cribstone Capital Management
Maine
$249K 5,019 +1,864 +59%
GEA
967
Glen Eagle Advisors
New Jersey
$248K 4,989 – –
HT
968
HighTower Trust
Texas
$248K 5,000 – –
OSNBOA
969
Old Second National Bank of Aurora
Illinois
$248K 4,975 +150 +3%
WI
970
Wedgewood Investors
Pennsylvania
$247K 4,965 – –
CCB
971
Cutter & Co Brokerage
Missouri
$246K 4,939 -512 -9%
HC
972
Hourglass Capital
Texas
$246K 4,950 -100 -2%
CCM
973
Compton Capital Management
Rhode Island
$246K 4,947 -99 -2%
MGIA
974
Moneta Group Investment Advisors
Missouri
$244K 4,892 -917 -16%
RCM
975
RNC Capital Management
California
$244K 4,910 -550 -10%
37 38
39
40 41