SO icon

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 %
IFB
951
iAB Financial Bank
Indiana
$247K -$81.5K -1,700 -25%
SCA
952
Stonebridge Capital Advisors
Minnesota
$247K -$5.12K -107 -2%
Fisher Asset Management
953
Fisher Asset Management
Washington
$244K -$120K -2,499 -33%
HDIM
954
Hanson & Doremus Investment Management
Vermont
$244K +$19.2K +400 +9%
BRC
955
Bell Rock Capital
Delaware
$244K +$153K +3,200 +167%
IC
956
Inverness Counsel
New York
$243K – – –
FHC
957
First Heartland Consultants
Missouri
$242K -$22.6K -473 -9%
AIA
958
Allegis Investment Advisors
Idaho
$242K -$17.2K -359 -7%
Jones Financial Companies
959
Jones Financial Companies
Missouri
$241K -$55.9K -1,168 -19%
LWCFA
960
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K – – –
HT
961
HighTower Trust
Texas
$239K – – –
Koshinski Asset Management
962
Koshinski Asset Management
Illinois
$238K -$11.7K -245 -5%
OSNBOA
963
Old Second National Bank of Aurora
Illinois
$238K – – –
OIA
964
OneDigital Investment Advisors
Kansas
$238K +$238K +4,976 New
CCM
965
Compton Capital Management
Rhode Island
$237K – – –
CCB
966
Cutter & Co Brokerage
Missouri
$237K +$192 +4 +0.1%
KPCM
967
Kings Point Capital Management
New York
$237K +$22.7K +475 +11%
GI
968
Gradient Investments
Minnesota
$236K -$21K -439 -8%
BBI
969
Baxter Bros Inc
Connecticut
$235K – – –
RMCM
970
Reynders McVeigh Capital Management
Massachusetts
$234K – – –
RCM
971
RNC Capital Management
California
$233K -$2.54K -53 -1%
AAP
972
Arax Advisory Partners
Colorado
$233K +$1.13K +23 +0.5%
BIG
973
Bellwether Investment Group
Tennessee
$232K -$21.1K -440 -8%
FBT
974
First Bankers Trust
Kentucky
$231K – – –
LIM
975
Lathrop Investment Management
Arkansas
$230K – – –
37 38
39
40 41