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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 %
JFA
1076
JNBA Financial Advisors
Minnesota
$71K – – –
HS
1077
Horan Securities
United States
$69K – – –
BWA
1078
BDO Wealth Advisors
Florida
$69K +$69K +1,441 New
PCTC
1079
Perkins Coie Trust Company
Washington
$68K – – –
NSB
1080
Norway Savings Bank
Maine
$67K +$7.15K +150 +12%
PFGIA
1081
Patriot Financial Group Insurance Agency
Massachusetts
$65K -$1.55K -33 -2%
BWM
1082
Baystate Wealth Management
Massachusetts
$65K +$708 +15 +1%
SNT
1083
Security National Trust
West Virginia
$63K -$4.85K -100 -7%
KF
1084
Krilogy Financial
Missouri
$61K – – –
ABA
1085
American Beacon Advisors
Texas
$60K – – –
CHP
1086
Cable Hill Partners
Oregon
$60K +$384 +8 +0.6%
ECM
1087
Estabrook Capital Management
New York
$57.5K – – –
CFA
1088
Camarda Financial Advisors
Florida
$55K – – –
QCG
1089
Quadrant Capital Group
Ohio
$51K -$11K -281 -18%
TWMP
1090
Taylor Wealth Management Partners
Massachusetts
$50K – – –
CAW
1091
Cornerstone Advisors (Washington)
Washington
$50K +$11.6K +243 +30%
CWM
1092
Cranbrook Wealth Management
Michigan
$49K – – –
ADL
1093
Asset Dedication LLC
California
$48K -$4.32K -90 -8%
MWM
1094
Mascoma Wealth Management
New Hampshire
$48K +$33.6K +700 +233%
WPA
1095
West Paces Advisors
Georgia
$44.3K – – –
AC
1096
Alexandria Capital
Virginia
$42K – – –
PA
1097
Perennial Advisors
New York
$42K – – –
FPFS
1098
First Personal Financial Services
North Carolina
$41K – – –
AF
1099
Arrow Financial
New York
$39K -$4.79K -100 -11%
BCM
1100
Blume Capital Management
California
$38K – – –
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