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Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$290M
3
Wells Fargo
Wells Fargo
California
$778M
4
Franklin Resources
Franklin Resources
California
$809M
5
Capital Research Global Investors
Capital Research Global Investors
California
$812M

Top Sellers

1
Citigroup
Citigroup
New York
$25.2M
2
LC
LNZ Capital
New York
$0
3
MTB
Mizuho Trust & Banking
Japan
$0
4
ZP
Zimmer Partners
New York
$24.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
1176
Millennium Management
New York
– -$43.8M -854,694 Closed
BCM
1177
Bridgeway Capital Management
Texas
– -$28.7M -560,250 Closed
ACM
1178
Aviance Capital Management
Florida
– -$25.1M -488,611 Closed
DILH
1179
Dai-ichi Life Holdings
Japan
– -$13.4M -261,584 Closed
HCM
1180
Hilton Capital Management
New York
– -$11.2M -217,870 Closed
Calamos Advisors
1181
Calamos Advisors
Illinois
– -$9.31M -181,493 Closed
HSA
1182
Hussman Strategic Advisors
Maryland
– -$7.7M -150,000 Closed
CIM
1183
Castleton Investment Management
Connecticut
– -$6.82M -132,865 Closed
ACI
1184
Alpha Cubed Investments
California
– -$6.44M -125,450 Closed
DL
1185
Delta Lloyd
Netherlands
– -$3.58M -69,698 Closed
EP
1186
Edgestream Partners
New Jersey
– -$2.84M -55,399 Closed
DRS
1187
Deane Retirement Strategies
Louisiana
– -$2.05M -39,922 Closed
CIM
1188
CenturyLink Investment Management
Colorado
– -$2.02M -39,348 Closed
LTI
1189
Laffer Tengler Investments
Tennessee
– -$1.62M -31,564 Closed
MSR
1190
Main Street Research
Connecticut
– -$1.58M -30,784 Closed
DWM
1191
Darwin Wealth Management
Florida
– -$1.54M -29,933 Closed
TWA
1192
Tillar-Wenstrup Advisors
Ohio
– -$1.34M -26,109 Closed
SFM
1193
Signet Financial Management
New Jersey
– -$1.26M -24,580 Closed
DC
1194
Deere & Company
Illinois
– -$1.21M -23,564 Closed
SH
1195
Svenska Handelsbanken
Sweden
– -$1.19M -23,185 Closed
Capital Fund Management (CFM)
1196
Capital Fund Management (CFM)
France
– -$1.06M -20,642 Closed
NBC
1197
Neuberger Berman Canada
Ontario, Canada
– -$1.03M -20,095 Closed
DCM
1198
Driehaus Capital Management
Illinois
– -$846K -16,500 Closed
SM
1199
Sciencast Management
New Jersey
– -$839K -16,320 Closed
QAM
1200
Quantres Asset Management
Cayman Islands
– -$764K -14,900 Closed
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