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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 %
MWM
1101
MinichMacGregor Wealth Management
New York
$37K -$1.37K -29 -4%
CWM
1102
Catamount Wealth Management
Connecticut
$36K – – –
FDCDDQ
1103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K -$6.37K -133 -15%
LF
1104
Lee Financial
Texas
$31K – – –
TCM
1105
Tradewinds Capital Management
Washington
$31K +$14.6K +300 +89%
FC
1106
Ferris Capital
Massachusetts
$31K +$31K +650 New
WHG
1107
Westwood Holdings Group
Texas
$30K +$30K +622 New
GAM
1108
Gemmer Asset Management
California
$29K – – –
AIM
1109
Acrospire Investment Management
Illinois
$29K +$29K +598 New
BL
1110
Balentine LLC
Georgia
$28K +$292 +6 +1%
MFBTD
1111
MB Financial Bank - Trust Department
Illinois
$27K – – –
WAS
1112
Winch Advisory Services
Wisconsin
$27K +$17.4K +360 +180%
EWM
1113
Endurance Wealth Management
Rhode Island
$26K -$24.3K -500 -48%
SFSIG
1114
San Francisco Sentry Investment Group
California
$26K +$26K +563 New
WIM
1115
Westside Investment Management
California
$24.3K – – –
DOA
1116
D'Orazio & Associates
Virginia
$24K -$19.2K -400 -44%
SIAP
1117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
APSP
1118
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K – – –
SFPIA
1119
Stevens First Principles Investment Advisors
California
$24K – – –
PWM
1120
Perigon Wealth Management
California
$24K – – –
YWP
1121
YorkBridge Wealth Partners
New York
$24K – – –
MIC
1122
MU Investments Company
Japan
$23K -$9.58K -200 -29%
RFWA
1123
RPg Family Wealth Advisory
Massachusetts
$21.4K -$12.9K -270 -38%
PMFA
1124
Plante Moran Financial Advisors
Michigan
$21K -$194 -4 -0.9%
MIFH
1125
Migdal Insurance & Financial Holdings
Israel
$21K +$343 +7 +2%
43 44
45
46 47