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Southern Company
SO

Overview Fund Activity

1,232 hedge funds and large institutions have $27.4B invested in Southern Company in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 461 increasing their positions, 451 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+75
Holders Change %
+6.48%
% of All Funds
27.98%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
149
Increased
461
Reduced
451
Closed
65
Calls
$211M
Puts
$209M
Net Calls
+$2.34M
Net Calls Change
-$109M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$458M
2
CBOA
Commonwealth Bank of Australia
Australia
$312M
3
Capital Research Global Investors
Capital Research Global Investors
California
$929M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.72B
5
LM
Luminus Management
Texas
$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$261M
2
Ameriprise
Ameriprise
Minnesota
$390M
3
Norges Bank
Norges Bank
Norway
$303M
4
Credit Agricole
Credit Agricole
France
$0
5
Franklin Resources
Franklin Resources
California
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
251
MN Services Vermogensbeheer
Netherlands
$6.2M -$368K -9,200 -6%
GW
252
GW & Wade
Massachusetts
$6.17M +$98.5K +2,048 +2%
MOACM
253
Mutual of America Capital Management
New York
$6.13M +$174K +3,611 +3%
EIA
254
Edgemoor Investment Advisors
Maryland
$6.09M -$1.43K -32 -0%
Bessemer Group
255
Bessemer Group
New Jersey
$6.06M -$399K -8,298 -6%
AB
256
Amalgamated Bank
New York
$6.04M +$539K +11,213 +10%
BIM
257
Bridgecreek Investment Management
Oklahoma
$6.04M -$27.2K -565 -0.4%
PNC
258
Park National Corp
Ohio
$5.7M -$55.7K -1,159 -1%
ABC
259
Associated Banc-Corp
Wisconsin
$5.68M -$117K -2,425 -2%
CB
260
Commerce Bank
Missouri
$5.68M +$98.2K +2,043 +2%
CIM
261
Cambria Investment Management
California
$5.66M +$212K +4,408 +4%
NI
262
Numeric Investors
Massachusetts
$5.63M +$1.74M +36,200 +45%
FA
263
FDx Advisors
Illinois
$5.63M -$193K -4,011 -3%
TNBTD
264
Trustmark National Bank Trust Department
Mississippi
$5.57M +$75.7K +1,575 +1%
SCM
265
Sterling Capital Management
North Carolina
$5.56M +$1.01M +21,030 +22%
BCM
266
Buckhead Capital Management
Georgia
$5.54M -$583K -12,122 -10%
B
267
BP
United Kingdom
$5.53M – – –
Nomura Holdings
268
Nomura Holdings
Japan
$5.47M +$170K +3,526 +3%
WI
269
Welch Investments
Alabama
$5.41M +$243K +5,051 +5%
GWM
270
Geneos Wealth Management
Colorado
$5.35M +$110K +2,291 +2%
ERIM
271
Eagle Ridge Investment Management
Connecticut
$5.3M +$117K +2,433 +2%
AMIM
272
Aull & Monroe Investment Management
Alabama
$5.29M -$154K -3,203 -3%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$5.27M – – –
NAM
274
Nissay Asset Management
Japan
$5.25M +$5.25M +109,145 New
I
275
IberiaBank
Louisiana
$5.23M -$2.05M -42,618 -28%
9 10
11
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