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Southern Company
SO

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
+$352M
2
CBOA
Commonwealth Bank of Australia
Australia
+$229M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$211M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$167M
5
LM
Luminus Management
Texas
+$70.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
2
Ameriprise
Ameriprise
Minnesota
-$60.8M
3
Norges Bank
Norges Bank
Norway
-$54.1M
4
Credit Agricole
Credit Agricole
France
-$52.1M
5
Franklin Resources
Franklin Resources
California
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
376
MainStreet Investment Advisors
Illinois
$2.82M +$2.82M +58,560 New
SCM
377
Schnieders Capital Management
California
$2.81M +$126K +2,625 +5%
SGI
378
Summit Global Investments
Utah
$2.78M -$1.12M -23,277 -29%
RA
379
RFG Advisory
Alabama
$2.78M -$429K -9,017 -13%
WFG
380
Wills Financial Group
Virginia
$2.76M -$63K -1,311 -2%
LNC
381
Lincoln National Corp
Pennsylvania
$2.76M +$1.33M +27,731 +94%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$2.75M -$48.7K -1,012 -2%
MCM
383
Maryland Capital Management
Maryland
$2.74M +$42.1K +875 +2%
PA
384
Pinnacle Associates
New York
$2.74M -$30K -624 -1%
PMG
385
ProVise Management Group
Florida
$2.72M +$2.26K +47 +0.1%
Wolverine Trading
386
Wolverine Trading
Illinois
$2.7M +$2.7M +56,182 New
AWM
387
Arbor Wealth Management
Florida
$2.69M +$69.1K +1,438 +3%
DIP
388
DT Investment Partners
Pennsylvania
$2.69M +$383K +7,958 +17%
TF
389
Tompkins Financial
New York
$2.63M +$151K +3,136 +6%
FNB
390
Farmers National Bank
Kentucky
$2.63M -$108K -2,249 -4%
PWW
391
Pettyjohn Wood & White
Virginia
$2.6M -$167K -3,475 -6%
Neuberger Berman Group
392
Neuberger Berman Group
New York
$2.6M -$179K -3,719 -6%
RIG
393
Roosevelt Investment Group
New York
$2.57M – – –
FRAF
394
Första AP-fonden
Sweden
$2.57M -$1.16M -24,200 -31%
Public Sector Pension Investment Board (PSP Investments)
395
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.57M – – –
PAM
396
Peninsula Asset Management
Florida
$2.56M -$32.5K -675 -1%
SPC
397
Sigma Planning Corp
Michigan
$2.55M -$261K -5,421 -9%
IH
398
IFC Holdings
Florida
$2.54M +$13.5K +282 +0.5%
MC
399
Moors & Cabot
Massachusetts
$2.53M +$249K +5,173 +11%
PSUF
400
People's United Financial
Connecticut
$2.52M -$128K -2,656 -5%
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