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Southern Company
SO

Overview Fund Activity

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$711M
2
Citigroup
Citigroup
New York
$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.29B
4
Wells Fargo
Wells Fargo
California
$627M
5
LC
LNZ Capital
New York
$97M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1051
Perkins Coie Trust Company
Washington
$73K – – –
HS
1052
Horan Securities
United States
$73K +$73K +1,448 New
BL
1053
Balentine LLC
Georgia
$70K +$51.8K +1,008 +284%
KA
1054
Klingman & Associates
New York
$64K – – –
ECM
1055
Estabrook Capital Management
New York
$61.6K – – –
RFWA
1056
RPg Family Wealth Advisory
Massachusetts
$61.5K +$1.03K +20 +2%
CFA
1057
Camarda Financial Advisors
Florida
$59K – – –
JCM
1058
Jacobi Capital Management
Pennsylvania
$58K – – –
IIC
1059
Integrated Investment Consultants
Michigan
$57K – – –
CHP
1060
Cable Hill Partners
Oregon
$55K +$35.1K +705 +176%
CWM
1061
Cranbrook Wealth Management
Michigan
$53K – – –
AWM
1062
AllSquare Wealth Management
New York
$51K – – –
ADL
1063
Asset Dedication LLC
California
$51K +$51K +1,000 New
QCG
1064
Quadrant Capital Group
Ohio
$49K +$19.3K +447 +65%
AF
1065
Arrow Financial
New York
$47K -$6.11K -120 -12%
TDC
1066
Thompson Davis & Co
Virginia
$47K – – –
CFA
1067
CT Financial Advisors
Pennsylvania
$46.2K – – –
DOA
1068
D'Orazio & Associates
Virginia
$46K – – –
KLI
1069
Kelman-Lazarov Inc
Tennessee
$45.5K – – –
FNBSF
1070
First National Bank Sioux Falls
South Dakota
$42K – – –
MWM
1071
MinichMacGregor Wealth Management
New York
$41K -$101 -2 -0.2%
VNA
1072
Valley National Advisers
Pennsylvania
$40K – – –
AA
1073
Apriem Advisors
California
$39K +$154 +3 +0.4%
CWM
1074
Catamount Wealth Management
Connecticut
$37K +$17.3K +350 +88%
IUHSA
1075
Itau Unibanco Holding S.A.
Brazil
$37K +$37K +720 New
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