SO icon

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 %
AFP
1026
Ausdal Financial Partners
Iowa
$202K 4,054 +4,054 New
IC
1027
Intersect Capital
California
$201K 4,030 -2,839 -41%
GAG
1028
GM Advisory Group
New York
$201K 4,047 -540 -12%
SCA
1029
Salient Capital Advisors
Texas
$201K 4,039 +4,039 New
SMH
1030
Sanders Morris Harris
Texas
$201K 4,050 +4,050 New
FMP
1031
Financial Management Professionals
Texas
$199K 4,000 – –
MCA
1032
Mercer Capital Advisers
New Jersey
$199K 4,001 – –
KKAMG
1033
Kernodle & Katon Asset Management Group
Arkansas
$197K 3,951 +88 +2%
NAMA
1034
Nikko Asset Management Americas
New York
$194K 3,900 – –
GLI
1035
Guardian Life Insurance
New York
$191K 3,828 +73 +2%
BEAM
1036
Baker Ellis Asset Management
Washington
$188K 3,770 -50 -1%
PIM
1037
Parasol Investment Management
Illinois
$183K 3,680 -4,968 -57%
AIM
1038
Advantage Investment Management
Iowa
$175K 3,521 +1,221 +53%
BAM
1039
Barrett Asset Management
New York
$174K 3,505 – –
CPA
1040
Clear Perspective Advisors
Illinois
$173K 3,468 – –
PFO
1041
Pathstone Family Office
New Jersey
$170K 3,403 +3,403 New
CBT
1042
Central Bank & Trust
Kentucky
$168K 3,383 – –
JGIA
1043
Jackson Grant Investment Advisers
Connecticut
$163K 3,279 +36 +1%
KTC
1044
Kistler-Tiffany Companies
Pennsylvania
$162K 3,255 – –
SWA
1045
Sutton Wealth Advisors
Florida
$158K 3,179 -36 -1%
MRCM
1046
M&R Capital Management
New Jersey
$158K 3,174 -200 -6%
RFM
1047
Royal Fund Management
Florida
$158K 3,194 +154 +5%
WC
1048
Whitnell & Co
Illinois
$156K 3,135 – –
WEC
1049
Winslow Evans & Crocker
Massachusetts
$153K 3,082 -142 -4%
ARMC
1050
American Research & Management Company
Massachusetts
$151K 3,031 – –
40 41
42
43 44