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Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
3
Ameriprise
Minnesota
$438M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$594M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
3
Wells Fargo
California
$694M
4
APG Asset Management
4
APG Asset Management
Netherlands
$126M
5
Capital International Investors
5
Capital International Investors
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1001
Hodges Capital Management
Texas
$219K 4,408 -592 -12%
ABTD
1002
Arvest Bank Trust Division
Oklahoma
$219K 4,408 -511 -10%
HTHT
1003
Hemenway Trust Hemenway Trust
New Hampshire
$219K 4,400 – –
MCM
1004
MAI Capital Management
Ohio
$217K 4,362 -217 -5%
WP
1005
WMS Partners
Maryland
$217K 4,362 +4,362 New
WA
1006
Wealth Architects
California
$216K 4,334 -174 -4%
WPW
1007
Waldron Private Wealth
Pennsylvania
$216K 4,389 +4,389 New
FWCM
1008
Ferguson Wellman Capital Management
Oregon
$215K 4,329 -100 -2%
HA
1009
Hamel Associates
New Jersey
$212K 4,255 – –
MIC
1010
Meridian Investment Counsel
California
$211K 4,243 – –
TIM
1011
Thompson Investment Management
Wisconsin
$211K 4,241 +70 +2%
BFA
1012
Beaumont Financial Advisors
Massachusetts
$210K 4,224 – –
PG
1013
Patten Group
Tennessee
$210K 4,230 +1,664 +65%
FWP
1014
FAS Wealth Partners
Kansas
$210K 4,209 +4,209 New
RW
1015
Rand Wealth
Maryland
$209K 4,205 +4,205 New
MWM
1016
Meridian Wealth Management
Kentucky
$208K 4,172 +4,172 New
CL
1017
CPWM LLC
Washington
$207K 4,157 -121 -3%
RCM
1018
Radnor Capital Management
Pennsylvania
$207K 4,165 – –
NSIM
1019
North Star Investment Management
Illinois
$207K 4,160 +1,000 +32%
FAM
1020
Formidable Asset Management
Ohio
$207K 4,129 +4,129 New
Cerity Partners
1021
Cerity Partners
New York
$207K 4,153 +4,153 New
TAM
1022
Tocqueville Asset Management
New York
$206K 4,131 +4,131 New
SFA
1023
Sequoia Financial Advisors
Ohio
$205K 4,115 +4,115 New
CBB
1024
Citizens Business Bank
California
$203K 4,070 – –
VWA
1025
V Wealth Advisors
Kansas
$203K 4,097 +4,097 New
39 40
41
42 43