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Southern Company
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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 %
SIC
1201
Salem Investment Counselors
North Carolina
– -$546K -10,980 Closed
TTWM
1202
TCV Trust & Wealth Management
Virginia
– -$523K -10,511 Closed
CWM
1203
Concert Wealth Management
California
– -$518K -10,446 Closed
TG
1204
TLP Group
Illinois
– -$368K -7,400 Closed
KM
1205
Kalos Management
Georgia
– -$353K -7,084 Closed
PAMG
1206
Patton Albertson Miller Group
Tennessee
– -$337K -6,740 Closed
EP
1207
Edgestream Partners
New Jersey
– -$332K -6,675 Closed
MYLI
1208
Meiji Yasuda Life Insurance
Japan
– -$287K -5,770 Closed
1SB
1209
1ST Source Bank
Indiana
– -$281K -5,651 Closed
KCM
1210
Kempner Capital Management
Texas
– -$279K -5,600 Closed
PFM
1211
Parsec Financial Management
North Carolina
– -$276K -5,540 Closed
DWM
1212
Destination Wealth Management
California
– -$262K -5,254 Closed
HC
1213
Hourglass Capital
Texas
– -$246K -4,950 Closed
ZIM
1214
Zacks Investment Management
Illinois
– -$243K -4,873 Closed
PL
1215
Parkwood LLC
Ohio
– -$239K -4,799 Closed
DLHL
1216
Donald L. Hagan LLC
Florida
– -$227K -4,569 Closed
EGM
1217
Engineers Gate Manager
New York
– -$224K -4,500 Closed
WPW
1218
Waldron Private Wealth
Pennsylvania
– -$216K -4,389 Closed
HA
1219
Hamel Associates
New Jersey
– -$212K -4,255 Closed
MWM
1220
Meridian Wealth Management
Kentucky
– -$208K -4,172 Closed
RCM
1221
Radnor Capital Management
Pennsylvania
– -$207K -4,165 Closed
Cerity Partners
1222
Cerity Partners
New York
– -$207K -4,153 Closed
TAM
1223
Tocqueville Asset Management
New York
– -$206K -4,131 Closed
FAM
1224
Formidable Asset Management
Ohio
– -$207K -4,129 Closed
SFA
1225
Sequoia Financial Advisors
Ohio
– -$205K -4,115 Closed
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