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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 %
SBWIC
326
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.16M +$136K +3,035 +4%
W
327
Wealthfront
California
$3.16M +$545K +12,192 +21%
MCM
328
Maryland Capital Management
Maryland
$3.15M +$597K +13,375 +23%
IIM
329
Intact Investment Management
Quebec, Canada
$3.12M +$3.12M +69,900 New
CCM
330
Cadence Capital Management
Massachusetts
$3.01M +$295K +6,596 +11%
CA
331
Cetera Advisors
Colorado
$2.94M -$70.8K -1,589 -2%
AF
332
Alerus Financial
North Dakota
$2.93M +$91.2K +2,042 +3%
PA
333
Profund Advisors
Maryland
$2.92M -$1.04M -23,263 -26%
WBC
334
Westpac Banking Corp
Australia
$2.91M – – –
WB
335
WesBanco Bank
West Virginia
$2.89M -$30K -671 -1%
DHFB
336
Dixon Hubard Feinour & Brown
Virginia
$2.89M +$49K +1,098 +2%
BF
337
BOK Financial
Oklahoma
$2.89M -$236K -5,291 -8%
DIP
338
DT Investment Partners
Pennsylvania
$2.87M +$376K +8,415 +15%
BB
339
Bell Bank
North Dakota
$2.85M +$155K +3,470 +6%
RA
340
RFG Advisory
Alabama
$2.85M +$241K +5,407 +9%
LIA
341
LS Investment Advisors
Michigan
$2.83M +$137K +3,063 +5%
BA
342
Baugh & Associates
Georgia
$2.83M -$10.5K -235 -0.4%
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$2.82M -$31.8K -711 -1%
SCM
344
Schnieders Capital Management
California
$2.81M +$192K +4,290 +7%
WAM
345
World Asset Management
Michigan
$2.8M -$999K -22,377 -26%
MYAM
346
Meiji Yasuda Asset Management
Japan
$2.79M +$18.8K +420 +0.7%
MIA
347
MainStreet Investment Advisors
Illinois
$2.79M +$173K +3,884 +7%
NWP
348
Northstar Wealth Partners
Connecticut
$2.76M +$1.6M +35,866 +138%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$2.75M +$35.7K +800 +1%
MFG
350
Monte Financial Group
Connecticut
$2.74M +$611K +13,686 +29%
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