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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
3
Wells Fargo
Wells Fargo
California
+$176M
4
Franklin Resources
Franklin Resources
California
+$144M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$131M

Top Sellers

1
Citigroup
Citigroup
New York
-$224M
2
LC
LNZ Capital
New York
-$97M
3
MTB
Mizuho Trust & Banking
Japan
-$77.4M
4
ZP
Zimmer Partners
New York
-$64.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MUS
1051
Mitsubishi UFJ Securities
Japan
$107K +$107K +2,180 New
IPC
1052
Independent Portfolio Consultants
Florida
$104K -$374K -7,629 -78%
IIC
1053
Integrated Investment Consultants
Michigan
$104K +$49.1K +1,000 +89%
AIM
1054
Acropolis Investment Management
Missouri
$101K – – –
DBT
1055
Dubuque Bank & Trust
Iowa
$99K +$69.2K +1,400 +232%
WTC
1056
WhitTier Trust Company
Nevada
$97K -$13.8K -281 -12%
IWM
1057
IHT Wealth Management
Illinois
$97K +$97K +1,979 New
LCM
1058
Liberty Capital Management
Michigan
$96K – – –
BCM
1059
Blume Capital Management
California
$94K – – –
BRC
1060
Bell Rock Capital
Delaware
$94K +$94K +1,914 New
TWMP
1061
Taylor Wealth Management Partners
Massachusetts
$93K -$44.9K -910 -33%
OFS
1062
Orrstown Financial Services
Pennsylvania
$87K – – –
TFO
1063
Tarbox Family Office
California
$86K -$642 -13 -0.7%
FPTW
1064
Franklin, Parlapiano, Turner & Welch
Texas
$84K – – –
WB
1065
Webster Bank
Connecticut
$84K +$84K +1,707 New
AWM
1066
Avior Wealth Management
Nebraska
$78K +$3.35K +68 +4%
OFW
1067
Omnia Family Wealth
Florida
$78K +$78K +1,593 New
MA
1068
MCF Advisors
Kentucky
$77K +$196 +4 +0.3%
PCM
1069
Penserra Capital Management
California
$75K +$75K +1,540 New
JFA
1070
JNBA Financial Advisors
Minnesota
$73K -$2.23M -45,173 -97%
SNT
1071
Security National Trust
West Virginia
$71K – – –
LWM
1072
LBA Wealth Management
Florida
$71K – – –
PCTC
1073
Perkins Coie Trust Company
Washington
$70K – – –
NSB
1074
Norway Savings Bank
Maine
$69K +$69K +1,405 New
PFGIA
1075
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$69K +1,414 New
41 42
43
44 45