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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 %
PVH
1076
Psagot Value Holdings
Israel
$64K +$64K +1,300 New
KF
1077
Krilogy Financial
Missouri
$62K -$39.6K -808 -39%
CHP
1078
Cable Hill Partners
Oregon
$61K +$6.55K +133 +12%
ECM
1079
Estabrook Capital Management
New York
$59K – – –
FQ
1080
First Quadrant
California
$59K -$29.2K -594 -33%
CIA
1081
ClearBridge Investments (Australia)
Australia
$58K -$3.53M -71,285 -98%
CFA
1082
Camarda Financial Advisors
Florida
$57K – – –
JCM
1083
Jacobi Capital Management
Pennsylvania
$57K – – –
RFWA
1084
RPg Family Wealth Advisory
Massachusetts
$56.3K -$2.66K -54 -5%
QCG
1085
Quadrant Capital Group
Ohio
$56K +$6.97K +161 +14%
TDC
1086
Thompson Davis & Co
Virginia
$54K +$9.63K +197 +22%
AA
1087
AlphaMark Advisors
Kentucky
$54K +$29.8K +600 +123%
IP
1088
Intellectus Partners
California
$54K +$54K +1,103 New
ADL
1089
Asset Dedication LLC
California
$53K +$4.38K +90 +9%
GS
1090
GAM Systematic
United Kingdom
$52K -$940K -19,184 -95%
CWM
1091
Cranbrook Wealth Management
Michigan
$51K – – –
AWM
1092
AllSquare Wealth Management
New York
$49K – – –
WPA
1093
West Paces Advisors
Georgia
$45.5K +$45.5K +925 New
AF
1094
Arrow Financial
New York
$45K -$393 -8 -0.9%
CFA
1095
CT Financial Advisors
Pennsylvania
$44.3K – – –
DOA
1096
D'Orazio & Associates
Virginia
$44K – – –
AC
1097
Alexandria Capital
Virginia
$43K -$29.3K -600 -41%
PA
1098
Perennial Advisors
New York
$43K +$43K +880 New
AA
1099
Apriem Advisors
California
$41K +$3.54K +72 +9%
MWM
1100
MinichMacGregor Wealth Management
New York
$40K – – –
42 43
44
45 46