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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 %
Neuberger Berman Group
351
Neuberger Berman Group
New York
$2.73M +$315K +7,049 +13%
William Blair & Company
352
William Blair & Company
Illinois
$2.68M -$560K -12,543 -17%
TF
353
TIAA FSB
Florida
$2.65M -$406K -9,089 -13%
DZ Bank
354
DZ Bank
Germany
$2.63M +$1.88M +42,180 +254%
PS
355
Pensionfund Sabic
Netherlands
$2.61M +$835K +18,700 +47%
PWW
356
Pettyjohn Wood & White
Virginia
$2.6M +$181K +4,050 +7%
LTI
357
Laffer Tengler Investments
Tennessee
$2.58M +$2.58M +57,842 New
BOH
358
Bank of Hawaii
Hawaii
$2.58M -$283K -6,327 -10%
SS
359
Simplicity Solutions
Minnesota
$2.56M +$256K +5,724 +11%
ECM
360
ETrade Capital Management
Virginia
$2.56M +$1.11M +24,835 +77%
PMG
361
ProVise Management Group
Florida
$2.52M -$10.1K -227 -0.4%
TF
362
Tompkins Financial
New York
$2.51M +$69.6K +1,560 +3%
Natixis Advisors
363
Natixis Advisors
Massachusetts
$2.51M -$531K -11,884 -17%
Public Sector Pension Investment Board (PSP Investments)
364
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.51M +$125K +2,800 +5%
CIC
365
Carnegie Investment Counsel
Ohio
$2.49M +$89.6K +1,995 +4%
CA
366
Cullinan Associates
Kentucky
$2.49M +$509K +11,400 +26%
DADC
367
D.A. Davidson & Co
Montana
$2.49M -$270K -6,053 -10%
Jane Street
368
Jane Street
New York
$2.46M +$1.24M +27,660 +101%
MC
369
Moors & Cabot
Massachusetts
$2.46M +$108K +2,417 +5%
PAM
370
Peninsula Asset Management
Florida
$2.41M +$26.4K +591 +1%
GAM
371
Griffin Asset Management
New York
$2.37M +$55.2K +1,236 +2%
IA
372
IFG Advisory
Georgia
$2.36M +$74.1K +1,659 +3%
KRS
373
Kentucky Retirement Systems
Kentucky
$2.35M -$414K -9,277 -15%
SWP
374
Stratos Wealth Partners
Ohio
$2.33M +$177K +3,972 +8%
VAM
375
Visionary Asset Management
Texas
$2.32M +$25.8K +583 +1%
13 14
15
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