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Southern Company
SO

Overview Fund Activity

1,157 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 441 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
28.89%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
70
Increased
441
Reduced
452
Closed
67
Calls
$317M
Puts
$205M
Net Calls
+$111M
Net Calls Change
+$38.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.58B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$108M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$388M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.56B
5
CBOA
5
Commonwealth Bank of Australia
Australia
$59M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$519M
2
T
2
TOBAM
France
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$8.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.2M
5
PI
5
PGGM Investments
Netherlands
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
1201
Obermeyer Wealth Partners
Colorado
– -$363K -7,575 Closed
GIM
1202
Greylin Investment Management
Virginia
– -$329K -6,862 Closed
Wolverine Trading
1203
Wolverine Trading
Illinois
– -$330K -6,827 Closed
KI
1204
Koch Industries
Kansas
– -$289K -6,035 Closed
FM
1205
Foster & Motley
Ohio
– -$286K -5,983 Closed
GHAM
1206
Gilman Hill Asset Management
Connecticut
– -$279K -5,832 Closed
BFG
1207
Barber Financial Group
Kansas
– -$259K -5,413 Closed
PCM
1208
Penserra Capital Management
California
– -$258K -5,390 Closed
FCBT
1209
First Citizens Bank & Trust
North Carolina
– -$249K -5,194 Closed
HT
1210
HighTower Trust
Texas
– -$239K -5,000 Closed
CL
1211
CPWM LLC
Washington
– -$212K -4,437 Closed
GA
1212
Gateway Advisory
New Jersey
– -$212K -4,437 Closed
CONA
1213
Capital One National Association
New York
– -$211K -4,414 Closed
HTHT
1214
Hemenway Trust Hemenway Trust
New Hampshire
– -$211K -4,400 Closed
DT
1215
Diversified Trust
Tennessee
– -$206K -4,292 Closed
MLFP
1216
MPS Loria Financial Planners
Illinois
– -$148K -3,032 Closed
BC
1217
Barnett & Company
Tennessee
– -$130K -2,725 Closed
MBT
1218
Monroe Bank & Trust
Michigan
– -$110K -2,300 Closed
FC
1219
Ferris Capital
Massachusetts
– -$31K -650 Closed
WHG
1220
Westwood Holdings Group
Texas
– -$30K -622 Closed
AIM
1221
Acrospire Investment Management
Illinois
– -$29K -598 Closed
FFW
1222
Fusion Family Wealth
New York
– -$16K -330 Closed
HA
1223
Harfst & Associates
Wyoming
– -$9K -200 Closed
BCFS
1224
Butensky & Cohen Financial Security
Florida
– -$3K -70 Closed
FAM
1225
Fred Alger Management
New York
– -$3K -67 Closed
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