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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 %
MMHP
401
Murphy Middleton Hinkle & Parker
Georgia
$2.03M +$1.52K +34 +0.1%
CBTWT
402
Community Bank & Trust (Waco, Texas)
Texas
$2.02M -$60.3K -1,351 -3%
CC
403
Cognios Capital
Kansas
$2.02M +$2.02M +45,192 New
MWM
404
Marietta Wealth Management
Georgia
$2.01M +$157K +3,507 +8%
CCT
405
Chemung Canal Trust
New York
$1.98M +$1.25M +28,015 +172%
PG
406
PEAK6 Group
Illinois
$1.94M +$1.94M +43,527 New
CAN
407
Cetera Advisor Networks
California
$1.93M -$327K -7,320 -14%
MCM
408
Monument Capital Management
Virginia
$1.93M +$352K +7,959 +22%
VV
409
Verity & Verity
South Carolina
$1.91M +$107K +2,396 +6%
FB
410
Fulton Bank
Pennsylvania
$1.9M +$254K +5,679 +15%
MBTD
411
Mechanics Bank - Trust Department
California
$1.89M -$197K -4,400 -9%
RVM
412
Robinson Value Management
Texas
$1.89M -$35K -784 -2%
JPMPWA
413
J.P. Morgan Private Wealth Advisors
California
$1.88M +$68.4K +1,532 +4%
ERSOT
414
Employees Retirement System of Texas
Texas
$1.88M -$313K -7,000 -14%
NI
415
Nepsis Inc
Minnesota
$1.87M +$226K +5,067 +14%
NB
416
NBT Bank
New York
$1.84M -$61.9K -1,387 -3%
FLI
417
Family Legacy Inc
South Carolina
$1.84M -$6.7K -150 -0.4%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$1.84M +$789K +17,669 +75%
MMPW
419
Mitchell McLeod Pugh & Williams
Alabama
$1.82M -$10K -224 -0.5%
SPC
420
Sigma Planning Corp
Michigan
$1.82M -$552K -12,360 -23%
LMGAM
421
Liberty Mutual Group Asset Management
Massachusetts
$1.82M – – –
MCM
422
Mainstay Capital Management
Michigan
$1.8M -$72.7K -1,629 -4%
RIM
423
Redpoint Investment Management
Australia
$1.8M -$48.1K -1,078 -3%
DCM
424
Dupont Capital Management
Delaware
$1.8M -$31K -695 -2%
GIA
425
GHP Investment Advisors
Colorado
$1.79M -$240K -5,372 -12%
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