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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 %
IDBONY
1176
Israel Discount Bank of New York
New York
$7K 135 – –
PS
1177
Portfolio Solutions
Michigan
$7K 150 +150 New
EWM
1178
Edge Wealth Management
New York
$6K 120 – –
AW
1179
Alpha Windward
Massachusetts
$6K 115 – –
SLF
1180
Sun Life Financial
Ontario, Canada
$5.63K 280 +59 +27%
TIM
1181
Tortoise Investment Management
New York
$5K 108 -130 -55%
ACM
1182
Armbruster Capital Management
New York
$5K 100 – –
JAM
1183
Jolley Asset Management
North Carolina
$5K 100 – –
Walleye Trading
1184
Walleye Trading
New York
$3.23K 64,864 +46,730 +258%
HIM
1185
Hillsdale Investment Management
Ontario, Canada
$3K 70 -10 -13%
IAS
1186
INR Advisory Services
Pennsylvania
$3K 54 – –
WA
1187
WealthTrust-Arizona
Arizona
$3K 60 – –
SGAM
1188
Smith Group Asset Management
Texas
$3K 59 – –
BCFS
1189
Butensky & Cohen Financial Security
Florida
$3K 70 – –
IF
1190
Ironwood Financial
Arizona
$1K 12 – –
SM
1191
Sciencast Management
New Jersey
$849 17,049 +17,049 New
CT
1192
Chicago Trust
Illinois
$610 12,252 -1,045 -8%
AUB
1193
Atlantic Union Bankshares
Virginia
$442 8,885 -105 -1%
LM
1194
Luminus Management
Texas
– – -1,043,659 Closed
Adage Capital Partners
1195
Adage Capital Partners
Massachusetts
– – -222,525 Closed
NI
1196
Nuance Investments
Missouri
– – -210,477 Closed
CCMG
1197
Clark Capital Management Group
Pennsylvania
– – -152,090 Closed
Jacobs Levy Equity Management
1198
Jacobs Levy Equity Management
New Jersey
– – -125,280 Closed
Two Sigma Advisers
1199
Two Sigma Advisers
New York
– – -116,261 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1200
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -112,675 Closed
46 47
48
49 50