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Southern Company
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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 %
BC
976
Bartlett & Co
Ohio
$230K +$669 +14 +0.3%
TI
977
Truepoint Inc
Ohio
$229K +$229K +4,600 New
PAM
978
Peak Asset Management
Colorado
$227K – – –
BRM
979
Boston Research & Management
Massachusetts
$227K – – –
ACA
980
Anchor Capital Advisors
Massachusetts
$227K – – –
AAM
981
American Asset Management
Florida
$227K +$227K +4,735 New
IHL
982
Investment House LLC
California
$226K +$144 +3 +0.1%
FCFC
983
First Commonwealth Financial Corp
Pennsylvania
$226K +$226K +4,710 New
Luther King Capital Management (LKCM)
984
Luther King Capital Management (LKCM)
Texas
$225K – – –
AWM
985
Affinity Wealth Management
Delaware
$224K -$19.4K -406 -8%
WI
986
Wedgewood Investors
Pennsylvania
$223K -$14.3K -300 -6%
BLAM
987
Bourne Lent Asset Management
New York
$222K -$24K -500 -10%
KB
988
Kimelman & Baird
New York
$221K – – –
UAS
989
United Asset Strategies
New York
$220K -$574 -12 -0.3%
CWM
990
Confluence Wealth Management
Oregon
$220K -$48 -1 -0%
TCM
991
Tufton Capital Management
Maryland
$219K -$4.55K -95 -2%
MCM
992
MAI Capital Management
Ohio
$218K +$8.87K +185 +4%
ACI
993
Alpha Cubed Investments
California
$218K +$218K +4,554 New
RGC
994
Roberts, Glore & Co
Illinois
$216K – – –
BST
995
Bath Savings Trust
Maine
$215K +$215K +4,488 New
GA
996
Gateway Advisory
New Jersey
$212K -$79.6K -1,665 -27%
CL
997
CPWM LLC
Washington
$212K +$13.4K +280 +7%
HTHT
998
Hemenway Trust Hemenway Trust
New Hampshire
$211K – – –
HCM
999
Hodges Capital Management
Texas
$211K +$430 +9 +0.2%
CONA
1000
Capital One National Association
New York
$211K +$211K +4,414 New
38 39
40
41 42