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Southern Company
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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 %
ClearBridge Investments
301
ClearBridge Investments
New York
$4.39M -$29.4K -611 -0.7%
CM
302
Columbus Macro
Pennsylvania
$4.39M +$4.39M +91,266 New
COPPSERS
303
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.32M +$408K +8,488 +10%
FA
304
Financial Advantage
Maryland
$4.31M +$24.7K +513 +0.6%
NEAM
305
New England Asset Management
Connecticut
$4.28M -$130K -2,700 -3%
PA
306
Profund Advisors
Maryland
$4.27M -$467K -9,700 -10%
TNB
307
Thomasville National Bank
Georgia
$4.23M -$896K -18,629 -17%
Macquarie Group
308
Macquarie Group
Australia
$4.1M +$632K +56,426 +18%
DWM
309
Doyle Wealth Management
Florida
$4.09M +$577 +12 +0%
WAM
310
World Asset Management
Michigan
$4.09M -$304K -6,330 -7%
BA
311
BCM Advisors
Louisiana
$4.06M – – –
BSPF
312
British Steel Pension Fund
United Kingdom
$4.05M -$4.81M -100,000 -54%
IFAM
313
Institutional & Family Asset Management
Colorado
$4.04M +$390K +8,102 +11%
FNT
314
First National Trust
Pennsylvania
$4.03M +$130K +2,699 +3%
BCM
315
Birmingham Capital Management
Alabama
$4.02M -$106K -2,204 -3%
HC
316
Hampstead Capital
United Kingdom
$4.02M +$606K +12,600 +18%
FNFDCM
317
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4M -$157K -3,255 -4%
CTC
318
Central Trust Company
Missouri
$3.91M -$465K -9,659 -11%
BIA
319
Biondo Investment Advisors
Pennsylvania
$3.86M +$79.5K +1,635 +2%
SIM
320
Sentry Investment Management
Wisconsin
$3.83M -$1.44K -30 -0%
Two Sigma Investments
321
Two Sigma Investments
New York
$3.82M -$4.79M -99,531 -56%
BA
322
Bridgewater Associates
Connecticut
$3.81M +$3.81M +79,298 New
MA
323
Marshwinds Advisory
Georgia
$3.8M -$404K -8,393 -10%
VHAM
324
Van Hulzen Asset Management
California
$3.78M -$31.7K -660 -0.8%
PFP
325
Pinnacle Financial Partners
Tennessee
$3.78M +$525K +10,927 +16%
11 12
13
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