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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 %
CBT
1026
Central Bank & Trust
Kentucky
$162K – – –
JGIA
1027
Jackson Grant Investment Advisers
Connecticut
$159K +$1.82K +38 +1%
CPA
1028
Clear Perspective Advisors
Illinois
$157K -$9.2K -192 -6%
PFO
1029
Pathstone Family Office
New Jersey
$157K -$6.44K -134 -4%
KTC
1030
Kistler-Tiffany Companies
Pennsylvania
$156K – – –
MRCM
1031
M&R Capital Management
New Jersey
$153K – – –
SWA
1032
Sutton Wealth Advisors
Florida
$152K +$144 +3 +0.1%
RFM
1033
Royal Fund Management
Florida
$152K -$573 -12 -0.4%
WC
1034
Whitnell & Co
Illinois
$150K – – –
VIA
1035
Vantage Investment Advisors
Pennsylvania
$149K +$28.7K +600 +24%
MLFP
1036
MPS Loria Financial Planners
Illinois
$148K +$148K +3,032 New
ARMC
1037
American Research & Management Company
Massachusetts
$145K – – –
KLWA
1038
Kelly Lawrence W & Associates
California
$144K – – –
FCMT
1039
Founders Capital Management (Texas)
Texas
$138K – – –
MA
1040
MCF Advisors
Kentucky
$134K +$192 +4 +0.1%
TDC
1041
Thompson Davis & Co
Virginia
$134K +$80.9K +1,686 +153%
MCM
1042
Manchester Capital Management
Vermont
$133K – – –
BC
1043
Barnett & Company
Tennessee
$130K +$26K +545 +25%
VCM
1044
Versant Capital Management
Arizona
$129K +$17.5K +368 +16%
FWM
1045
Focused Wealth Management
New York
$125K -$304K -6,345 -71%
RWA
1046
Ropes Wealth Advisors
Massachusetts
$125K -$10K -210 -7%
RCG
1047
Ruggie Capital Group
Florida
$123K – – –
PCM
1048
Prelude Capital Management
New York
$121K +$121K +2,517 New
WT
1049
Whittier Trust
California
$118K – – –
LNB
1050
Ledyard National Bank
$115K – – –
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