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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 %
MDCM
276
Morgan Dempsey Capital Management
Wisconsin
$5.21M +$101K +2,093 +2%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$5.2M +$231K +4,800 +5%
Skandinaviska Enskilda Banken (SEB)
278
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.16M -$221K -4,600 -4%
RCM
279
Riverhead Capital Management
Delaware
$5.07M +$63.8K +1,326 +1%
KCM
280
Kanawha Capital Management
Virginia
$5M -$79.9K -1,662 -2%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$4.91M -$1.68K -35 -0%
CAM
282
Carret Asset Management
New York
$4.9M -$119K -2,484 -2%
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$4.88M -$1.37M -28,430 -22%
VFA
284
Voya Financial Advisors
Connecticut
$4.88M -$300K -6,204 -6%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$4.86M +$87.3K +1,816 +2%
SG Americas Securities
286
SG Americas Securities
New York
$4.85M -$6.86M -142,723 -59%
FPB
287
First PREMIER Bank
South Dakota
$4.76M -$154K -3,198 -3%
WIC
288
Woodmont Investment Counsel
Tennessee
$4.71M +$174K +3,619 +4%
MML Investors Services
289
MML Investors Services
Massachusetts
$4.7M -$334K -6,947 -7%
NMERB
290
New Mexico Educational Retirement Board
New Mexico
$4.62M +$173K +3,600 +4%
FCI
291
Financial Counselors Inc
Kansas
$4.59M +$53K +1,103 +1%
VFM
292
Viking Fund Management
North Dakota
$4.51M -$365K -7,600 -7%
WC
293
Whitney & Co
New York
$4.5M -$6.83K -142 -0.2%
XK
294
Xact Kapitalforvaltning
Sweden
$4.48M +$600K +12,469 +15%
RJT
295
Raymond James Trust
Florida
$4.46M -$447K -9,294 -9%
GT
296
Glenmede Trust
Pennsylvania
$4.45M -$230K -4,786 -5%
KBC Group
297
KBC Group
Belgium
$4.44M -$1.25M -25,984 -22%
CGH
298
Crossmark Global Holdings
Texas
$4.42M +$279K +5,798 +7%
CAMG
299
CWA Asset Management Group
Florida
$4.42M +$283K +5,890 +7%
CWM
300
Cahaba Wealth Management
Georgia
$4.42M -$122K -2,528 -3%
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