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Southern Company
SO

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.

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
1
Capital World Investors
California
$247M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
Wells Fargo
3
Wells Fargo
California
$778M
4
Franklin Resources
4
Franklin Resources
California
$809M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$812M

Top Sellers

1
Citigroup
1
Citigroup
New York
$25.2M
2
LC
2
LNZ Capital
New York
$0
3
MTB
3
Mizuho Trust & Banking
Japan
$0
4
ZP
4
Zimmer Partners
New York
$24.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Guggenheim Capital
Illinois
$54.2M -$3.88M -78,963 -7%
UBS Group
77
UBS Group
Switzerland
$53.8M -$20.8M -422,990 -28%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$53.7M -$47.9M -973,328 -47%
H
79
Hexavest
Quebec, Canada
$53.4M +$13.7M +277,835 +34%
LM
80
Luminus Management
Texas
$51.3M -$5.37M -109,079 -9%
Credit Agricole
81
Credit Agricole
France
$49.6M -$371K -7,534 -0.7%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$49M -$3.51M -71,293 -7%
WHRC
83
W.H. Reaves & Co
New Jersey
$48.9M -$33.9M -688,743 -41%
Axa
84
Axa
France
$47.1M +$1.14M +23,121 +2%
CIC
85
Crawford Investment Counsel
Georgia
$46.9M +$6M +122,062 +15%
SF
86
Synovus Financial
Georgia
$44.3M -$128K -2,595 -0.3%
Hotchkis & Wiley Capital Management
87
Hotchkis & Wiley Capital Management
California
$42.8M -$3.26M -66,200 -7%
CA
88
Cortland Advisers
Delaware
$42.4M -$2.68M -54,583 -6%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$41.4M +$108K +2,196 +0.3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$40.9M +$73.1K +1,487 +0.2%
AA
91
ALPS Advisors
Colorado
$39M +$9.04M +183,674 +30%
AIMCA
92
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.9M – – –
BAPIM
93
British Airways Pensions Investment Management
United Kingdom
$38.4M – – –
SO
94
STRS Ohio
Ohio
$35.9M -$101K -2,059 -0.3%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$34.5M -$14.2M -288,587 -29%
M&T Bank
96
M&T Bank
New York
$33.9M +$916K +18,628 +3%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.1M +$348K +7,111 +1%
SB
98
Suntrust Banks
Georgia
$33M -$838K -17,027 -2%
Jennison Associates
99
Jennison Associates
New York
$33M +$779K +15,833 +2%
USAA
100
United Services Automobile Association
Texas
$33M -$458K -9,316 -1%
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