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Southern Company
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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 %
BCM
426
Brookmont Capital Management
Texas
$2.25M +$1.01M +21,087 +82%
MBTD
427
Mechanics Bank - Trust Department
California
$2.24M -$24.1K -500 -1%
Daiwa Securities Group
428
Daiwa Securities Group
Japan
$2.24M -$606K -12,604 -21%
CBTWT
429
Community Bank & Trust (Waco, Texas)
Texas
$2.24M -$17.1K -356 -0.8%
CHC
430
City Holding Co
West Virginia
$2.24M +$18.5K +384 +0.8%
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M -$10.8K -225 -0.5%
S
432
SignatureFD
Georgia
$2.23M +$15K +311 +0.7%
EFS
433
Essex Financial Services
Connecticut
$2.22M -$66.7K -1,386 -3%
BCP
434
Blue Chip Partners
Michigan
$2.2M -$24.6K -512 -1%
GIA
435
GHP Investment Advisors
Colorado
$2.19M -$3.8K -79 -0.2%
MMHP
436
Murphy Middleton Hinkle & Parker
Georgia
$2.18M +$2.18M +45,331 New
AIL
437
AGF Investments LLC
Ontario, Canada
$2.16M +$332K +6,901 +18%
NIT
438
NumerixS Investment Technologies
British Columbia, Canada
$2.16M +$2.16M +44,900 New
DAS
439
Dynamic Advisor Solutions
Arizona
$2.15M +$63.7K +1,324 +3%
CA
440
Cullinan Associates
Kentucky
$2.14M -$1.14M -23,800 -35%
NGA
441
Naples Global Advisors
Florida
$2.13M +$25K +520 +1%
OC
442
Oakworth Capital
Alabama
$2.12M -$5.17K -101 -0.2%
VF
443
Virtu Financial
New York
$2.09M +$711K +14,788 +51%
GJIC
444
Gamble Jones Investment Counsel
California
$2.09M -$28.6K -594 -1%
RVM
445
Robinson Value Management
Texas
$2.07M -$57.1K -1,188 -3%
GL
446
GLG LLC
New York
$2.06M – – –
BCCM
447
Bridge Creek Capital Management
Massachusetts
$2.06M +$30.3K +630 +1%
NB
448
NBT Bank
New York
$2.05M -$98.2K -2,042 -5%
SPIA
449
Steward Partners Investment Advisory
New York
$2.04M +$288 +6 +0%
PP
450
Prudential plc
United Kingdom
$2.03M -$731K -15,200 -26%
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