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Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
3
Ameriprise
Minnesota
$438M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$594M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
3
Wells Fargo
California
$694M
4
APG Asset Management
4
APG Asset Management
Netherlands
$126M
5
Capital International Investors
5
Capital International Investors
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
1101
Krilogy Financial
Missouri
$62K 1,266 – –
CHP
1102
Cable Hill Partners
Oregon
$62K 1,242 +4 +0.3%
FQ
1103
First Quadrant
California
$60K 1,200 – –
ECM
1104
Estabrook Capital Management
New York
$59.7K 1,200 – –
JCM
1105
Jacobi Capital Management
Pennsylvania
$58K 1,160 – –
CFA
1106
Camarda Financial Advisors
Florida
$58K 1,159 – –
TDC
1107
Thompson Davis & Co
Virginia
$55K 1,105 – –
ADL
1108
Asset Dedication LLC
California
$54K 1,090 – –
OFW
1109
Omnia Family Wealth
Florida
$53K 1,066 -527 -33%
TWMP
1110
Taylor Wealth Management Partners
Massachusetts
$52K 1,035 -850 -45%
CWM
1111
Cranbrook Wealth Management
Michigan
$51K 1,031 – –
EWM
1112
Endurance Wealth Management
Rhode Island
$51K 1,034 +500 +94%
AWM
1113
AllSquare Wealth Management
New York
$50K 1,000 – –
WPA
1114
West Paces Advisors
Georgia
$46K 925 – –
AF
1115
Arrow Financial
New York
$46K 915 – –
DOA
1116
D'Orazio & Associates
Virginia
$45K 900 – –
CFA
1117
CT Financial Advisors
Pennsylvania
$44.8K 900 – –
AC
1118
Alexandria Capital
Virginia
$44K 880 – –
PA
1119
Perennial Advisors
New York
$44K 880 – –
FDCDDQ
1120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.3K 870 +870 New
AA
1121
Apriem Advisors
California
$42K 835 +2 +0.2%
FPFS
1122
First Personal Financial Services
North Carolina
$42K 852 +360 +73%
BCM
1123
Blume Capital Management
California
$40K 800 -1,110 -58%
CAW
1124
Cornerstone Advisors (Washington)
Washington
$40K 803 – –
MWM
1125
MinichMacGregor Wealth Management
New York
$40K 815 – –
43 44
45
46 47