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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 %
Nuveen Asset Management
301
Nuveen Asset Management
Illinois
$3.55M -$8.19M -183,430 -70%
KBC Group
302
KBC Group
Belgium
$3.53M -$591K -13,238 -14%
WC
303
Whitney & Co
New York
$3.52M -$658K -14,730 -16%
AIS
304
Accurate Investment Solutions
Pennsylvania
$3.52M +$168K +3,754 +5%
SIG
305
Sky Investment Group
Connecticut
$3.5M +$142K +3,170 +4%
PDN
306
Pensionfund DSM Netherlands
Netherlands
$3.49M – – –
IFAM
307
Institutional & Family Asset Management
Colorado
$3.49M -$261K -5,844 -7%
CS
308
Candriam SCA
Luxembourg
$3.48M +$383K +8,578 +12%
PAM
309
Private Asset Management
California
$3.48M +$143K +3,210 +4%
OTPPB
310
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.47M -$5.62M -125,778 -62%
CNB
311
Camden National Bank
Maine
$3.47M +$74K +1,657 +2%
CTC
312
Central Trust Company
Missouri
$3.47M -$162K -3,630 -4%
IA
313
IFP Advisors
Florida
$3.41M – – –
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$3.34M +$92.3K +2,067 +3%
OPTFSNA
315
Old Point Trust & Financial Services N A
Virginia
$3.34M +$130K +2,900 +4%
AWM
316
AE Wealth Management
Kansas
$3.33M +$292K +6,541 +10%
WFMPM
317
Woodley Farra Manion Portfolio Management
Indiana
$3.32M -$95.4K -2,137 -3%
OC
318
Oppenheimer & Co
New York
$3.31M +$529K +11,840 +19%
OMCS
319
Old Mutual Customised Solutions
South Africa
$3.25M +$603K +13,500 +23%
SIM
320
Sentry Investment Management
Wisconsin
$3.25M -$307K -6,883 -9%
AWM
321
Arbor Wealth Management
Florida
$3.23M +$742K +16,665 +30%
SDIC
322
South Dakota Investment Council
South Dakota
$3.2M – – –
AI
323
Atria Investments
North Carolina
$3.19M +$80K +1,791 +3%
M
324
MOTCO
Texas
$3.19M +$207K +4,628 +7%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$3.17M +$180K +4,028 +6%
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