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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 %
AP
1126
Atwood & Palmer
Missouri
$19K – – –
PCA
1127
Peddock Capital Advisors
Massachusetts
$19K – – –
NCM
1128
Nelson Capital Management
California
$19K – – –
PFBT
1129
Parkside Financial Bank & Trust
Missouri
$19K +$5.13K +111 +37%
HT
1130
Heritage Trust
Oklahoma
$18K – – –
PRS
1131
Pinkerton Retirement Specialists
Idaho
$18K +$18K +375 New
HIIFS
1132
Harel Insurance Investments & Financial Services
Israel
$17K – – –
FFW
1133
Fusion Family Wealth
New York
$16K – – –
HR
1134
Howe & Rusling
New York
$15K – – –
HCM
1135
Highlander Capital Management
New Jersey
$15K – – –
MCM
1136
MV Capital Management
Maryland
$14K – – –
TCM
1137
TD Capital Management
Tennessee
$13K -$1.41K -30 -10%
VNA
1138
Valley National Advisers
Pennsylvania
$12K -$4.37K -91 -27%
PCP
1139
Proficio Capital Partners
Massachusetts
$12K -$3.26K -63 -21%
HAM
1140
Highstreet Asset Management
Ontario, Canada
$12K +$12K +261 New
CTB
1141
Country Trust Bank
Illinois
$10K -$7.54K -162 -43%
AWMS
1142
Advocacy Wealth Management Services
Georgia
$10K – – –
CAL
1143
Capital Advisors Ltd
Ohio
$10K – – –
CFG
1144
CKW Financial Group
Hawaii
$10K – – –
LYV
1145
Live Your Vision
Pennsylvania
$10K – – –
NIC
1146
Northwest Investment Counselors
Oregon
$10K +$10K +200 New
SIM
1147
Sonora Investment Management
Arizona
$9.58K – – –
GWA
1148
Guidant Wealth Advisors
Illinois
$9K – – –
HA
1149
Harfst & Associates
Wyoming
$9K – – –
MCIA
1150
Mountain Capital Investment Advisors
Colorado
$9K +$9K +179 New
44 45
46
47 48