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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 %
WFG
376
Wills Financial Group
Virginia
$2.32M -$238K -5,334 -9%
FNB
377
Farmers National Bank
Kentucky
$2.32M -$120K -2,697 -5%
AIM
378
Anchor Investment Management
South Carolina
$2.32M +$53.2K +1,191 +2%
APFBOT
379
Amica Pension Fund Board of Trustees
Rhode Island
$2.3M – – –
AAF
380
Andra AP-fonden
Sweden
$2.3M -$18M -402,702 -89%
DIA
381
Dean Investment Associates
Ohio
$2.3M +$46.9K +1,049 +2%
V
382
Veritable
Delaware
$2.28M +$80.1K +1,794 +4%
BCCM
383
Bridge Creek Capital Management
Massachusetts
$2.27M +$356K +7,965 +19%
UB
384
UMB Bank
Missouri
$2.26M +$77.8K +1,742 +4%
RWM
385
Rench Wealth Management
Texas
$2.25M -$34.3K -767 -2%
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$2.24M -$2.32M -52,000 -51%
EP
387
Edgestream Partners
New Jersey
$2.24M +$2.24M +50,101 New
SLI
388
Sumitomo Life Insurance
Japan
$2.22M +$712K +15,932 +47%
DC
389
Davenport & Co
Virginia
$2.21M -$121K -2,699 -5%
RW
390
Rand Wealth
Maryland
$2.19M +$308K +6,907 +16%
WCM
391
Windward Capital Management
California
$2.16M +$668K +14,954 +45%
TI
392
Trexquant Investment
Connecticut
$2.14M +$2.14M +47,848 New
PAG
393
Private Advisor Group
New Jersey
$2.11M -$212K -4,751 -9%
RFA
394
Reilly Financial Advisors
California
$2.11M -$8.71K -195 -0.4%
Group One Trading
395
Group One Trading
Illinois
$2.09M +$1.8M +40,256 +619%
NGA
396
Naples Global Advisors
Florida
$2.07M +$87.1K +1,950 +4%
LFAS
397
Level Four Advisory Services
Texas
$2.06M +$414K +9,278 +25%
OCM
398
Orleans Capital Management
Louisiana
$2.06M -$32.1K -718 -2%
WSTAM
399
Wilbanks Smith & Thomas Asset Management
Virginia
$2.04M -$38.1K -854 -2%
CHC
400
City Holding Co
West Virginia
$2.04M -$45.5K -1,019 -2%
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