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Southern Company
SO

Overview Fund Activity

1,157 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 441 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
28.89%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
70
Increased
441
Reduced
452
Closed
67
Calls
$317M
Puts
$205M
Net Calls
+$111M
Net Calls Change
+$38.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.58B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$388M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.56B
5
CBOA
Commonwealth Bank of Australia
Australia
$59M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$519M
2
T
TOBAM
France
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$8.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$58.2M
5
PI
PGGM Investments
Netherlands
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
976
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K -$24.3K -495 -10%
FBT
977
First Bankers Trust
Kentucky
$220K -$16.6K -337 -7%
FMC
978
First Merchants Corp
Indiana
$216K +$216K +4,400 New
TCM
979
Tufton Capital Management
Maryland
$215K -$9.83K -200 -4%
RW
980
Rand Wealth
Maryland
$215K +$8.59K +175 +4%
DAC
981
Dividend Assets Capital
South Carolina
$214K -$78.5K -1,600 -27%
BST
982
Bath Savings Trust
Maine
$214K -$6.79K -138 -3%
AIA
983
Allegis Investment Advisors
Idaho
$213K -$35.7K -727 -14%
FWCM
984
Ferguson Wellman Capital Management
Oregon
$213K – – –
SFA
985
Sequoia Financial Advisors
Ohio
$213K +$213K +4,333 New
WP
986
WMS Partners
Maryland
$211K -$4.27K -87 -2%
FQ
987
First Quadrant
California
$211K – – –
FWP
988
FAS Wealth Partners
Kansas
$211K +$2.02K +41 +1%
MIC
989
Meridian Investment Counsel
California
$209K – – –
DWT
990
Dorsey & Whitney Trust
South Dakota
$208K -$161K -3,285 -44%
TIM
991
Thompson Investment Management
Wisconsin
$208K – – –
KB
992
Kimelman & Baird
New York
$207K -$20.2K -410 -9%
FCFC
993
First Commonwealth Financial Corp
Pennsylvania
$206K -$25.9K -526 -11%
VWA
994
V Wealth Advisors
Kansas
$206K +$32.9K +673 +19%
LJAC
995
L.J. Altfest & Co
New York
$204K -$9.19K -187 -4%
WA
996
Wealth Architects
California
$204K -$8.15K -166 -4%
NSIM
997
North Star Investment Management
Illinois
$204K – – –
AWM
998
Altavista Wealth Management
North Carolina
$204K +$204K +4,156 New
FAM
999
Formidable Asset Management
Ohio
$203K +$203K +4,129 New
Cerity Partners
1000
Cerity Partners
New York
$202K +$202K +4,110 New
38 39
40
41 42