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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 %
ACM
426
Alethea Capital Management
Washington
$1.79M +$1.79M +40,018 New
ACM
427
Azimuth Capital Management
Michigan
$1.77M +$83.7K +1,875 +5%
PA
428
Pinnacle Associates
New York
$1.76M -$779K -17,449 -31%
PSUF
429
People's United Financial
Connecticut
$1.76M -$579K -12,975 -25%
PP
430
Prudential plc
United Kingdom
$1.76M -$129K -2,900 -7%
JWM
431
Jackson Wealth Management
Florida
$1.75M -$519K -11,592 -23%
BKA
432
Brick & Kyle Associates
Pennsylvania
$1.75M +$18.2K +408 +1%
DWA
433
Douglass Winthrop Advisors
New York
$1.74M +$143K +3,200 +9%
AIA
434
Armor Investment Advisors
North Carolina
$1.72M +$154K +3,438 +10%
OI
435
Oakbrook Investments
Illinois
$1.71M +$89.3K +2,000 +5%
Pacer Advisors
436
Pacer Advisors
Pennsylvania
$1.7M +$279K +6,237 +20%
GIP
437
Greatmark Investment Partners
Georgia
$1.68M -$77.7K -1,740 -4%
ATFA
438
All Terrain Financial Advisors
Minnesota
$1.67M -$73.3K -1,640 -4%
FG
439
Fiduciary Group
Georgia
$1.64M -$49.1K -1,100 -3%
AIL
440
AGF Investments LLC
Ontario, Canada
$1.64M -$374K -8,360 -19%
TCM
441
Telos Capital Management
California
$1.63M +$60.7K +1,360 +4%
CI
442
Cigna Investments
Connecticut
$1.63M -$21K -470 -1%
SFG
443
SNS Financial Group
Minnesota
$1.62M -$22.6K -505 -1%
UBG
444
United Bank (Georgia)
Georgia
$1.62M -$176K -3,933 -10%
CFB
445
Cullen/Frost Bankers
Texas
$1.62M +$23.2K +519 +1%
TSS
446
Two Sigma Securities
New York
$1.6M +$1.6M +35,854 New
ECM
447
Everence Capital Management
Indiana
$1.6M – – –
OC
448
Oakworth Capital
Alabama
$1.57M -$336K -7,288 -18%
D.E. Shaw & Co
449
D.E. Shaw & Co
New York
$1.57M +$1.57M +35,171 New
MJRIC
450
Mogy Joel R Investment Counsel
California
$1.56M -$33.5K -750 -2%
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