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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 %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$21.4M -$78.1M -1,630,389 -79%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$21.2M +$2.28M +47,638 +12%
HighTower Advisors
128
HighTower Advisors
Illinois
$20M -$4.94M -103,226 -20%
ASRS
129
Arizona State Retirement System
Arizona
$19.9M -$2.59M -54,192 -12%
SAM
130
Shell Asset Management
Netherlands
$19.5M -$261K -5,448 -1%
ACI
131
AMP Capital Investors
Australia
$19.2M -$96.5K -1,998 -0.5%
EVM
132
Eaton Vance Management
Massachusetts
$19.1M +$10.7M +222,456 +126%
AAM
133
Aberdeen Asset Management
United Kingdom
$19M +$5.3M +110,614 +39%
CWM
134
CIBC World Markets
New York
$18.8M -$2.77M -57,953 -13%
AIA
135
Avalon Investment & Advisory
Texas
$18.7M -$3.44M -71,841 -16%
SOADOR
136
State of Alaska Department of Revenue
Alaska
$18.2M +$885K +18,485 +5%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$18.1M +$62.9K +1,314 +0.3%
MAM
138
Magellan Asset Management
Australia
$17.9M +$2.28M +47,578 +15%
DILIC
139
Dai-ichi Life Insurance Company
Japan
$17.8M +$2.95M +61,673 +20%
FCM
140
Flinton Capital Management
Pennsylvania
$17.5M +$1.79M +37,440 +11%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$17.5M +$3.32M +69,340 +23%
US Bancorp
142
US Bancorp
Minnesota
$17.3M +$230K +4,805 +1%
RT
143
Rockland Trust
Massachusetts
$17.1M +$550K +11,486 +3%
WG
144
Welch Group
Alabama
$16.7M +$1.96M +40,919 +13%
RC
145
Randolph Company
Ohio
$16.4M – – –
BTS
146
BB&T Securities
Virginia
$16.4M -$1.59M -33,175 -9%
CDH
147
Charles D. Hyman
$16.4M +$518K +10,825 +3%
UCFA
148
United Capital Financial Advisors
Texas
$16.2M +$242K +5,053 +2%
ZP
149
Zimmer Partners
New York
$16.2M – – –
JCM
150
Janney Capital Management
Pennsylvania
$16M -$369K -7,703 -2%
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