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Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
2
Goldman Sachs
Goldman Sachs
New York
+$218M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$118M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$72.2M
5
Morgan Stanley
Morgan Stanley
New York
+$59.2M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$243M
2
Bank of America
Bank of America
North Carolina
-$122M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$58M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$55.6M
5
H
Hexavest
Quebec, Canada
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$5.09M – – –
CWM
252
Cahaba Wealth Management
Georgia
$5.09M +$47.9K +1,009 +1%
FPB
253
First PREMIER Bank
South Dakota
$5.03M +$280K +6,037 +6%
BCM
254
Buckhead Capital Management
Georgia
$5M +$10.9K +235 +0.2%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$4.95M +$4.15M +89,511 +517%
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$4.91M -$52.3K -1,130 -1%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.9M +$726K +15,688 +17%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$4.9M +$238K +5,139 +5%
MDCM
259
Morgan Dempsey Capital Management
Wisconsin
$4.85M -$195K -4,216 -4%
KCM
260
Kanawha Capital Management
Virginia
$4.85M -$7.78K -168 -0.2%
XK
261
Xact Kapitalforvaltning
Sweden
$4.78M – – –
RJT
262
Raymond James Trust
Florida
$4.78M +$90.9K +1,962 +2%
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$4.74M -$2.15M -44,861 -31%
FCI
264
Financial Counselors Inc
Kansas
$4.73M +$169K +3,648 +4%
VHAM
265
Van Hulzen Asset Management
California
$4.72M +$3.8K +82 +0.1%
LFAS
266
Level Four Advisory Services
Texas
$4.64M +$2.51M +54,102 +118%
CAM
267
Carret Asset Management
New York
$4.64M -$55.3K -1,195 -1%
SAM
268
Sompo Asset Management
Japan
$4.46M -$2.09M -45,104 -32%
VFM
269
Viking Fund Management
North Dakota
$4.44M +$46.3K +1,000 +1%
ASN
270
Advisory Services Network
Georgia
$4.39M +$277K +5,756 +7%
CIM
271
Cambria Investment Management
California
$4.37M -$487K -10,299 -10%
TU
272
TDAM USA
Ontario, Canada
$4.32M -$6.45M -139,354 -60%
NMERB
273
New Mexico Educational Retirement Board
New Mexico
$4.3M -$125K -2,700 -3%
VFA
274
Voya Financial Advisors
Connecticut
$4.21M -$404K -8,727 -9%
FA
275
Financial Advantage
Maryland
$4.13M -$21.7K -468 -0.5%
9 10
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