SO icon

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 %
PS
1151
Portfolio Solutions
Michigan
$7K – – –
AW
1152
Alpha Windward
Massachusetts
$6K +$435 +9 +8%
GBBWRPM
1153
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K – – –
JAM
1154
Jolley Asset Management
North Carolina
$5K – – –
HIM
1155
Hillsdale Investment Management
Ontario, Canada
$4K +$889 +20 +29%
Walleye Trading
1156
Walleye Trading
New York
$3.51K +$407 +8,504 +13%
FAM
1157
Fred Alger Management
New York
$3K -$6.63K -148 -69%
IDBONY
1158
Israel Discount Bank of New York
New York
$3K -$2.79K -65 -48%
SGAM
1159
Smith Group Asset Management
Texas
$3K – – –
BCFS
1160
Butensky & Cohen Financial Security
Florida
$3K – – –
IAS
1161
INR Advisory Services
Pennsylvania
$3K +$55 +1 +2%
WA
1162
WealthTrust-Arizona
Arizona
$3K +$49 +1 +2%
MUS
1163
Mitsubishi UFJ Securities
Japan
$1K -$33.5K -670 -97%
IF
1164
Ironwood Financial
Arizona
$1K – – –
CT
1165
Chicago Trust
Illinois
$587 – – –
AUB
1166
Atlantic Union Bankshares
Virginia
$429 +$4 +75 +0.8%
IWM
1167
IHT Wealth Management
Illinois
$2 +$1 +1,648 +72%
Capital World Investors
1168
Capital World Investors
California
– -$210M -4,220,465 Closed
Capital International Investors
1169
Capital International Investors
California
– -$179M -3,603,700 Closed
Voloridge Investment Management
1170
Voloridge Investment Management
Florida
– -$45.8M -920,802 Closed
BAPIM
1171
British Airways Pensions Investment Management
United Kingdom
– -$31.1M -625,922 Closed
GFPC
1172
Global Financial Private Capital
Florida
– -$23.6M -474,032 Closed
ASC
1173
Atalanta Sosnoff Capital
New York
– -$15.6M -313,878 Closed
HI
1174
Honeywell International
North Carolina
– -$11.4M -229,000 Closed
PR
1175
Payden & Rygel
California
– -$8.14M -163,600 Closed
45 46
47
48 49