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Southern Company
SO

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
$1.03B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$224M
3
Capital Research Global Investors
Capital Research Global Investors
California
$715M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.4B
5
Two Sigma Investments
Two Sigma Investments
New York
$87.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$363M
2
Capital World Investors
Capital World Investors
California
$0
3
Capital International Investors
Capital International Investors
California
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
1226
Citizens Business Bank
California
– -$203K -4,070 Closed
AFP
1227
Ausdal Financial Partners
Iowa
– -$202K -4,054 Closed
SMH
1228
Sanders Morris Harris
Texas
– -$201K -4,050 Closed
GAG
1229
GM Advisory Group
New York
– -$201K -4,047 Closed
SCA
1230
Salient Capital Advisors
Texas
– -$201K -4,039 Closed
SEIA
1231
Signature Estate & Investment Advisors
California
– -$132K -2,643 Closed
WP
1232
WealthPLAN Partners
Nebraska
– -$108K -2,147 Closed
SP
1233
Symmetry Partners
Connecticut
– -$103K -2,079 Closed
FPS
1234
Fieldpoint Private Securities
Connecticut
– -$92K -1,850 Closed
FPTW
1235
Franklin, Parlapiano, Turner & Welch
Texas
– -$85K -1,700 Closed
PVH
1236
Psagot Value Holdings
Israel
– -$65K -1,300 Closed
AWM
1237
AllSquare Wealth Management
New York
– -$50K -1,000 Closed
AA
1238
Apriem Advisors
California
– -$42K -835 Closed
CAG
1239
Crestwood Advisors Group
Massachusetts
– -$32K -642 Closed
SQA
1240
Simon Quick Advisors
New Jersey
– -$25K -500 Closed
JWA
1241
JFS Wealth Advisors
Pennsylvania
– -$24K -491 Closed
CYG
1242
Clean Yield Group
Vermont
– -$21K -415 Closed
AII
1243
AGF Investments Inc
Ontario, Canada
– -$13K -261 Closed
EWM
1244
Edge Wealth Management
New York
– -$6K -120 Closed
TIM
1245
Tortoise Investment Management
New York
– -$5K -108 Closed
ACM
1246
Armbruster Capital Management
New York
– -$5K -100 Closed
SA
1247
SpiderRock Advisors
Delaware
– -$26K – –
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