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Southern Company
SO

Overview Fund Activity

1,194 hedge funds and large institutions have $26B invested in Southern Company in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 460 increasing their positions, 504 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,194
Holders Change
-38
Holders Change %
-3.08%
% of All Funds
27.4%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
84
Increased
460
Reduced
504
Closed
106
Calls
$235M
Puts
$168M
Net Calls
+$67M
Net Calls Change
+$64.7M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$785M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$266M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$235M
4
Bank of America
Bank of America
North Carolina
+$135M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$125M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$271M
2
Ameriprise
Ameriprise
Minnesota
-$253M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$105M
4
Morgan Stanley
Morgan Stanley
New York
-$83.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Edge Wealth Management
New York
$6.1M +$6.1M +136,539 New
FMLI
227
Fukoku Mutual Life Insurance
Japan
$6.09M – – –
Axa
228
Axa
France
$6.09M -$33.9M -759,712 -85%
GIA
229
Gateway Investment Advisers
Ohio
$6.08M -$1.86M -41,537 -23%
Bessemer Group
230
Bessemer Group
New Jersey
$6.07M +$448K +10,037 +8%
GW
231
GW & Wade
Massachusetts
$5.95M +$222K +4,970 +4%
EIA
232
Edgemoor Investment Advisors
Maryland
$5.92M -$162K -3,630 -3%
ED
233
Exane Derivatives
France
$5.84M +$2.91M +65,312 +100%
NIA
234
Northstar Investment Advisors
Colorado
$5.78M -$1.29M -28,982 -18%
BIM
235
Bridgecreek Investment Management
Oklahoma
$5.78M +$167K +3,740 +3%
MOACM
236
Mutual of America Capital Management
New York
$5.76M +$73.2K +1,640 +1%
LIM
237
Leavell Investment Management
Alabama
$5.7M -$2.25M -50,391 -28%
BFG
238
Beacon Financial Group
Texas
$5.69M -$2.59M -57,944 -31%
Citadel Advisors
239
Citadel Advisors
Florida
$5.64M -$7.59M -170,037 -57%
CB
240
Commerce Bank
Missouri
$5.59M +$320K +7,167 +6%
AB
241
Amalgamated Bank
New York
$5.55M -$67.9K -1,521 -1%
CAMG
242
CWA Asset Management Group
Florida
$5.53M +$1.43M +31,999 +35%
SGAM
243
Steinberg Global Asset Management
Florida
$5.49M -$980K -21,945 -15%
GWM
244
Geneos Wealth Management
Colorado
$5.42M +$450K +10,071 +9%
ABC
245
Associated Banc-Corp
Wisconsin
$5.25M -$22.7K -508 -0.4%
ERIM
246
Eagle Ridge Investment Management
Connecticut
$5.23M +$305K +6,823 +6%
NAM
247
Nissay Asset Management
Japan
$5.16M +$282K +6,316 +6%
B
248
BP
United Kingdom
$5.14M – – –
RCM
249
Riverhead Capital Management
Delaware
$5.09M +$382K +8,553 +8%
FA
250
FDx Advisors
Illinois
$5.04M -$187K -4,182 -4%
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