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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 %
GCA
1226
Gideon Capital Advisors
New York
– – -5,582 Closed
JIM
1227
Jupiter Investment Management
United Kingdom
– – -5,497 Closed
SHGA
1228
Sand Hill Global Advisors
California
– – -5,289 Closed
CONA
1229
Capital One National Association
New York
– – -5,141 Closed
KP
1230
Keel Point
Alabama
– – -4,465 Closed
CFP
1231
Cornerstone Financial Partners
North Carolina
– – -4,446 Closed
TFF
1232
The Family Firm
Maryland
– – -4,401 Closed
AHC
1233
Adell Harriman & Carpenter
Texas
– – -4,166 Closed
WCM
1234
Weatherstone Capital Management
Colorado
– – -4,153 Closed
TIA
1235
Tiemann Investment Advisors
California
– – -3,904 Closed
JWM
1236
Janiczek Wealth Management
Colorado
– – -3,406 Closed
JIC
1237
Joel Isaacson & Co
New York
– – -2,620 Closed
AIM
1238
Acropolis Investment Management
Missouri
– – -1,973 Closed
GS
1239
GAM Systematic
United Kingdom
– – -1,061 Closed
ST
1240
Spot Trading
Illinois
– – -741 Closed
FAN
1241
Financial Advisors Network
California
– – -536 Closed
KLI
1242
Kelman-Lazarov Inc
Tennessee
– – -512 Closed
CCMW
1243
Cypress Capital Management (Wyoming)
Wyoming
– – -500 Closed
NYLT
1244
New York Life Trust
New York
– – -450 Closed
EF
1245
Empirical Finance
Pennsylvania
– – -391 Closed
PRS
1246
Pinkerton Retirement Specialists
Idaho
– – -310 Closed
IWA
1247
IBEX Wealth Advisors
New Jersey
– – -238 Closed
JIR
1248
James Investment Research
Ohio
– – -96 Closed
Loomis, Sayles & Company
1249
Loomis, Sayles & Company
Massachusetts
– – -74 Closed
DPA
1250
Delphi Private Advisors
California
– – -53 Closed
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