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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 %
WG
251
Winton Group
United Kingdom
$5.01M -$2.06M -46,196 -29%
PNC
252
Park National Corp
Ohio
$4.96M -$331K -7,413 -6%
AMIM
253
Aull & Monroe Investment Management
Alabama
$4.95M +$36.1K +809 +0.7%
TRSOTSOK
254
Teachers Retirement System of the State of Kentucky
Kentucky
$4.91M +$15.6K +350 +0.3%
Skandinaviska Enskilda Banken (SEB)
255
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.88M +$84.1K +1,883 +2%
MDCM
256
Morgan Dempsey Capital Management
Wisconsin
$4.87M +$27.6K +619 +0.6%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$4.84M +$9.42K +211 +0.2%
BCM
258
Buckhead Capital Management
Georgia
$4.81M -$328K -7,355 -6%
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$4.79M -$385K -8,620 -7%
MML Investors Services
260
MML Investors Services
Massachusetts
$4.76M +$397K +8,886 +9%
PI
261
Putnam Investments
Massachusetts
$4.7M -$13.3M -297,040 -74%
CWM
262
Cahaba Wealth Management
Georgia
$4.69M +$629K +14,221 +15%
KCM
263
Kanawha Capital Management
Virginia
$4.69M +$45.1K +1,011 +1%
XK
264
Xact Kapitalforvaltning
Sweden
$4.61M +$448K +10,028 +11%
CIM
265
Cambria Investment Management
California
$4.59M -$665K -14,883 -13%
FPB
266
First PREMIER Bank
South Dakota
$4.59M +$170K +3,800 +4%
VHAM
267
Van Hulzen Asset Management
California
$4.55M +$1.03M +23,171 +29%
SAM
268
Securian Asset Management
Minnesota
$4.53M -$1.35M -30,242 -23%
CAM
269
Carret Asset Management
New York
$4.52M -$31K -695 -0.7%
RJT
270
Raymond James Trust
Florida
$4.52M +$380K +8,518 +9%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$4.5M -$2.63M -58,874 -37%
GT
272
Glenmede Trust
Pennsylvania
$4.45M – – –
VFA
273
Voya Financial Advisors
Connecticut
$4.45M -$69.4K -1,554 -2%
FCI
274
Financial Counselors Inc
Kansas
$4.4M +$139K +3,109 +3%
CM
275
Columbus Macro
Pennsylvania
$4.29M +$210K +4,699 +5%
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