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Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$245M
2
Goldman Sachs
Goldman Sachs
New York
+$218M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$118M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$72.2M
5
Morgan Stanley
Morgan Stanley
New York
+$59.2M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$243M
2
Bank of America
Bank of America
North Carolina
-$122M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$58M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$55.6M
5
H
Hexavest
Quebec, Canada
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
376
UMB Bank
Missouri
$2.38M +$34.9K +754 +1%
MERSOM
377
Municipal Employees' Retirement System of Michigan
Michigan
$2.37M +$1.15M +24,780 +94%
DIA
378
Dean Investment Associates
Ohio
$2.34M -$41.3K -893 -2%
CBTWT
379
Community Bank & Trust (Waco, Texas)
Texas
$2.32M +$219K +4,735 +10%
PAG
380
Private Advisor Group
New Jersey
$2.3M +$78.3K +1,671 +4%
NGA
381
Naples Global Advisors
Florida
$2.29M +$147K +3,170 +7%
FNB
382
Farmers National Bank
Kentucky
$2.28M -$122K -2,639 -5%
Pacer Advisors
383
Pacer Advisors
Pennsylvania
$2.27M +$516K +11,156 +29%
RWM
384
Rench Wealth Management
Texas
$2.27M -$66.6K -1,438 -3%
WCM
385
Windward Capital Management
California
$2.26M +$27.4K +592 +1%
CC
386
Cognios Capital
Kansas
$2.26M +$170K +3,672 +8%
CBNLCF
387
Cognios Beta Neutral Large Cap Fund
Kansas
$2.26M +$2.26M +48,864 New
V
388
Veritable
Delaware
$2.25M -$112K -2,421 -5%
W
389
Wealthfront
California
$2.24M -$1.04M -22,355 -32%
FB
390
Fulton Bank
Pennsylvania
$2.23M +$260K +5,617 +13%
DC
391
Davenport & Co
Virginia
$2.21M -$80.5K -1,739 -4%
EP
392
Edgestream Partners
New Jersey
$2.2M -$119K -2,564 -5%
S
393
SignatureFD
Georgia
$2.2M +$2.12M +45,746 +2,567%
SPC
394
Sigma Planning Corp
Michigan
$2.18M +$290K +6,256 +15%
CHC
395
City Holding Co
West Virginia
$2.17M +$61.4K +1,326 +3%
SWP
396
Stratos Wealth Partners
Ohio
$2.17M -$244K -5,277 -10%
MWM
397
Marietta Wealth Management
Georgia
$2.15M +$63.5K +1,370 +3%
VV
398
Verity & Verity
South Carolina
$2.12M +$142K +3,075 +7%
WSTAM
399
Wilbanks Smith & Thomas Asset Management
Virginia
$2.11M -$1.11K -24 -0.1%
MMHP
400
Murphy Middleton Hinkle & Parker
Georgia
$2.09M -$11.4K -246 -0.5%
14 15
16
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