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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 %
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$4.27M -$17.9K -400 -0.4%
VFM
277
Viking Fund Management
North Dakota
$4.23M +$44.7K +1,000 +1%
QC
278
Quadrature Capital
United Kingdom
$4.16M +$3.1M +69,392 +291%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$4.1M -$408K -9,137 -9%
BSPF
280
British Steel Pension Fund
United Kingdom
$4.05M – – –
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.03M +$19.6K +439 +0.5%
FA
282
Financial Advantage
Maryland
$4M +$4.78K +107 +0.1%
TA
283
Tiedemann Advisors
New York
$4M +$1.01M +22,549 +34%
ClearBridge Investments
284
ClearBridge Investments
New York
$3.99M -$86.6K -1,939 -2%
Schroder Investment Management Group
285
Schroder Investment Management Group
United Kingdom
$3.96M -$580K -12,978 -13%
NEAM
286
New England Asset Management
Connecticut
$3.87M -$112K -2,500 -3%
HC
287
Hampstead Capital
United Kingdom
$3.85M +$116K +2,600 +3%
ASN
288
Advisory Services Network
Georgia
$3.82M +$359K +8,042 +10%
CGH
289
Crossmark Global Holdings
Texas
$3.8M -$302K -6,767 -7%
KOCAA
290
Knights of Columbus Asset Advisors
Connecticut
$3.78M +$938K +21,000 +33%
BA
291
BCM Advisors
Louisiana
$3.74M -$31.3K -700 -0.8%
EAM
292
Eagle Asset Management
Florida
$3.73M +$580K +13,000 +18%
BCM
293
Birmingham Capital Management
Alabama
$3.73M -$8.93K -200 -0.2%
BIA
294
Biondo Investment Advisors
Pennsylvania
$3.72M +$136K +3,002 +4%
HB
295
Homrich & Berg
Georgia
$3.7M +$428K +9,588 +13%
FNT
296
First National Trust
Pennsylvania
$3.69M -$49K -1,097 -1%
QI
297
QS Investors
New York
$3.66M +$574K +12,861 +19%
PFP
298
Pinnacle Financial Partners
Tennessee
$3.59M +$75K +1,679 +2%
FNFDCM
299
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.57M -$145K -3,243 -4%
MA
300
Marshwinds Advisory
Georgia
$3.56M +$33.3K +746 +0.9%
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