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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.

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 %
HA
1001
Hamel Associates
New Jersey
$209K -$5.65K -115 -3%
CWM
1002
Confluence Wealth Management
Oregon
$208K -$22.3K -453 -10%
BFA
1003
Beaumont Financial Advisors
Massachusetts
$208K – – –
GI
1004
Gradient Investments
Minnesota
$207K -$42.8K -868 -17%
KB
1005
Kimelman & Baird
New York
$207K -$20.2K -410 -9%
KM
1006
Kalos Management
Georgia
$206K -$146K -2,953 -41%
TIM
1007
Thompson Investment Management
Wisconsin
$205K – – –
RCM
1008
Radnor Capital Management
Pennsylvania
$205K +$205K +4,165 New
AHC
1009
Adell Harriman & Carpenter
Texas
$205K +$205K +4,166 New
WTB
1010
Washington Trust Bank
Washington
$204K -$2.41K -49 -1%
WCM
1011
Weatherstone Capital Management
Colorado
$204K +$204K +4,153 New
AWM
1012
Affinity Wealth Management
Delaware
$200K +$147 +3 +0.1%
CBB
1013
Citizens Business Bank
California
$200K +$5.06K +103 +3%
MCA
1014
Mercer Capital Advisers
New Jersey
$197K – – –
FMP
1015
Financial Management Professionals
Texas
$196K – – –
TIA
1016
Tiemann Investment Advisors
California
$192K -$23.4K -475 -11%
NAMA
1017
Nikko Asset Management Americas
New York
$192K -$9.85K -200 -5%
KKAMG
1018
Kernodle & Katon Asset Management Group
Arkansas
$190K +$14.5K +295 +8%
BEAM
1019
Baker Ellis Asset Management
Washington
$188K – – –
GLI
1020
Guardian Life Insurance
New York
$185K +$12.1K +246 +7%
BAM
1021
Barrett Asset Management
New York
$172K +$49.1K +1,000 +40%
CPA
1022
Clear Perspective Advisors
Illinois
$171K +$171K +3,468 New
JWM
1023
Janiczek Wealth Management
Colorado
$168K +$168K +3,406 New
CBT
1024
Central Bank & Trust
Kentucky
$166K – – –
MRCM
1025
M&R Capital Management
New Jersey
$165K -$19.6K -400 -11%
39 40
41
42 43