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Southern Company
SO

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 %
WP
1001
WMS Partners
Maryland
$210K +$1.2K +25 +0.6%
LJAC
1002
L.J. Altfest & Co
New York
$208K -$106K -2,216 -34%
FWCM
1003
Ferguson Wellman Capital Management
Oregon
$207K – – –
WA
1004
Wealth Architects
California
$206K -$620 -13 -0.3%
FQ
1005
First Quadrant
California
$206K +$149K +3,100 +258%
DT
1006
Diversified Trust
Tennessee
$206K +$206K +4,292 New
TIM
1007
Thompson Investment Management
Wisconsin
$203K – – –
MIC
1008
Meridian Investment Counsel
California
$203K – – –
FWP
1009
FAS Wealth Partners
Kansas
$203K +$1.91K +40 +1%
BFA
1010
Beaumont Financial Advisors
Massachusetts
$202K – – –
RW
1011
Rand Wealth
Maryland
$201K – – –
NSIM
1012
North Star Investment Management
Illinois
$199K – – –
SAM
1013
Shamrock Asset Management
Texas
$197K -$31.9K -668 -14%
MCA
1014
Mercer Capital Advisers
New Jersey
$192K – – –
FMP
1015
Financial Management Professionals
Texas
$191K – – –
CCM
1016
Cribstone Capital Management
Maine
$190K -$49.9K -1,044 -21%
AIM
1017
Advantage Investment Management
Iowa
$189K +$20.5K +428 +12%
NAMA
1018
Nikko Asset Management Americas
New York
$187K – – –
BEAM
1019
Baker Ellis Asset Management
Washington
$178K -$2.39K -50 -1%
TC
1020
Trust Company
Kansas
$177K -$68.1K -1,424 -28%
FIM
1021
Foresters Investment Management
New York
$174K +$174K +3,628 New
VWA
1022
V Wealth Advisors
Kansas
$171K -$26.6K -552 -13%
EFSCE
1023
Enterprise Financial Services Corp (EFSC)
Missouri
$169K +$33.5K +699 +25%
AssetMark Inc
1024
AssetMark Inc
California
$169K +$82.7K +1,722 +96%
BAM
1025
Barrett Asset Management
New York
$168K – – –
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