SO icon

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.

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 %
ACA
976
Anchor Capital Advisors
Massachusetts
$234K – – –
TWA
977
TCI Wealth Advisors
Arizona
$234K +$21.4K +435 +10%
BRM
978
Boston Research & Management
Massachusetts
$233K – – –
PAM
979
Peak Asset Management
Colorado
$233K – – –
Carson Wealth (CWM LLC)
980
Carson Wealth (CWM LLC)
Nebraska
$233K +$133K +2,694 +132%
IHL
981
Investment House LLC
California
$232K -$39.3K -798 -14%
CTA
982
Colonial Trust Advisors
South Carolina
$232K – – –
Koshinski Asset Management
983
Koshinski Asset Management
Illinois
$229K -$10.9K -222 -5%
SCM
984
Southport Capital Management
Tennessee
$229K +$3.65K +74 +2%
CWM
985
Cornerstone Wealth Management
Missouri
$228K -$6.63K -135 -3%
UAS
986
United Asset Strategies
New York
$227K -$5.66K -115 -2%
GAG
987
GM Advisory Group
New York
$226K +$226K +4,587 New
DLHL
988
Donald L. Hagan LLC
Florida
$225K -$2.86K -58 -1%
MCM
989
MAI Capital Management
Ohio
$225K -$1.47K -30 -0.7%
GRP
990
Global Retirement Partners
California
$223K +$223K +4,538 New
RGC
991
Roberts, Glore & Co
Illinois
$222K +$14.8K +300 +7%
WA
992
Wealth Architects
California
$222K +$29.1K +590 +15%
KPCM
993
Kings Point Capital Management
New York
$221K – – –
KP
994
Keel Point
Alabama
$220K +$220K +4,465 New
CFP
995
Cornerstone Financial Partners
North Carolina
$219K – – –
FWCM
996
Ferguson Wellman Capital Management
Oregon
$218K – – –
HTHT
997
Hemenway Trust Hemenway Trust
New Hampshire
$216K -$54K -1,100 -20%
TFF
998
The Family Firm
Maryland
$216K -$43.7K -891 -17%
CL
999
CPWM LLC
Washington
$210K -$15K -306 -7%
MIC
1000
Meridian Investment Counsel
California
$209K -$10.3K -209 -5%
38 39
40
41 42