HCM
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Highbridge Capital Management’s Southern Company SO Stock Holding History

Highbridge Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,000
Closed -$295K – 1935
2017
Q3 		$295K Buy
+6,000
New +$291K ﹤0.01% 1217

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Highbridge Capital Management's SO Position: Q4 2017 in Review

Highbridge Capital Management sold out of Southern Company (SO) in Q4 2017, closing a stake of 33,910 shares — an estimated $1.73M sold.

Highbridge Capital Management first reported a position in SO in Q2 2013 and held it in 7 quarters. The position peaked at $37.2M in Q2 2016. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Highbridge Capital Management reported no remaining Southern Company position as of Q4 2017 after selling out during the quarter.
  • Highbridge Capital Management sold 33,910 Southern Company shares in Q4 2017, an estimated $1.73M.
  • Highbridge Capital Management first reported a position in Southern Company in Q2 2013 and held it in 7 quarters.
  • Highbridge Capital Management's Southern Company position peaked at $37.2M in Q2 2016.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Highbridge Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.