SO icon

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 %
DC
401
Davenport & Co
Virginia
$2.51M +$256K +5,332 +11%
VAM
402
Visionary Asset Management
Texas
$2.5M +$15.7K +326 +0.6%
GAM
403
Griffin Asset Management
New York
$2.49M +$30.8K +640 +1%
APFBOT
404
Amica Pension Fund Board of Trustees
Rhode Island
$2.48M – – –
SS
405
Simplicity Solutions
Minnesota
$2.48M +$2.05M +42,707 +485%
IA
406
IFG Advisory
Georgia
$2.46M +$2.46M +51,159 New
DCM
407
Dynamic Capital Management
Jersey
$2.46M +$1.81M +37,724 +281%
PAG
408
Private Advisor Group
New Jersey
$2.46M -$1.79M -37,996 -42%
RWM
409
Rench Wealth Management
Texas
$2.46M +$201K +4,172 +9%
AIM
410
Anchor Investment Management
South Carolina
$2.44M +$18.7K +389 +0.8%
CAN
411
Cetera Advisor Networks
California
$2.43M -$412K -8,562 -14%
DIA
412
Dean Investment Associates
Ohio
$2.42M +$446K +9,276 +23%
ACPU
413
Arrowgrass Capital Partners (US)
Delaware
$2.42M +$183K +3,816 +8%
MSU
414
Mizuho Securities USA
New York
$2.4M -$1.2M -25,000 -33%
V
415
Veritable
Delaware
$2.37M -$178K -3,709 -7%
JWM
416
Jackson Wealth Management
Florida
$2.36M +$11.1K +238 +0.5%
ERSOT
417
Employees Retirement System of Texas
Texas
$2.36M -$144K -3,000 -6%
UB
418
UMB Bank
Missouri
$2.35M -$78.3K -1,629 -3%
CIC
419
Carnegie Investment Counsel
Ohio
$2.32M +$119K +2,749 +5%
TFA
420
Transamerica Financial Advisors
Florida
$2.32M +$84K +1,747 +4%
SWP
421
Stratos Wealth Partners
Ohio
$2.32M +$144 +3 +0%
MFG
422
Monte Financial Group
Connecticut
$2.3M +$2.3M +47,749 New
RFA
423
Reilly Financial Advisors
California
$2.28M +$141K +2,930 +7%
CCM
424
CrestPoint Capital Management
Missouri
$2.26M +$418K +8,700 +23%
OCM
425
Orleans Capital Management
Louisiana
$2.25M -$551K -11,450 -20%
15 16
17
18 19