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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 %
RW
451
Rand Wealth
Maryland
$2.03M +$1.82M +37,745 +862%
MCM
452
Mainstay Capital Management
Michigan
$2.02M +$2.02M +41,986 New
MWM
453
Marietta Wealth Management
Georgia
$2M -$46K -956 -2%
RIM
454
Redpoint Investment Management
Australia
$1.99M +$1.99M +41,429 New
FLI
455
Family Legacy Inc
South Carolina
$1.99M +$615K +12,795 +45%
HW
456
Hancock Whitney
Mississippi
$1.99M -$178K -3,690 -8%
DCM
457
Dupont Capital Management
Delaware
$1.97M -$91.9K -1,911 -4%
MMPW
458
Mitchell McLeod Pugh & Williams
Alabama
$1.97M +$122K +2,533 +7%
CP
459
Corbenic Partners
Pennsylvania
$1.97M +$144 +3 +0%
LMGAM
460
Liberty Mutual Group Asset Management
Massachusetts
$1.96M -$21.2K -441 -1%
JPMPWA
461
J.P. Morgan Private Wealth Advisors
California
$1.95M +$74.8K +1,556 +4%
VV
462
Verity & Verity
South Carolina
$1.94M +$236K +4,910 +14%
UBG
463
United Bank (Georgia)
Georgia
$1.93M +$35.3K +735 +2%
TBNY
464
Trustco Bank (New York)
New York
$1.92M +$774K +16,089 +68%
PS
465
Pensionfund Sabic
Netherlands
$1.91M – – –
GIP
466
Greatmark Investment Partners
Georgia
$1.89M -$72.6K -1,509 -4%
SBIA
467
Sheaff Brock Investment Advisors
Indiana
$1.88M -$1.11K -23 -0.1%
ATFA
468
All Terrain Financial Advisors
Minnesota
$1.87M +$1.87M +38,936 New
BKA
469
Brick & Kyle Associates
Pennsylvania
$1.86M +$577 +12 +0%
EI
470
Elkhorn Investments
Illinois
$1.85M +$511K +10,830 +38%
SLF
471
Sun Life Financial
Ontario, Canada
$1.82M +$972K +20,199 +115%
FG
472
Fiduciary Group
Georgia
$1.82M -$23.1K -480 -1%
ACM
473
Azimuth Capital Management
Michigan
$1.82M +$17.8K +370 +1%
GP
474
GLG Partners
United Kingdom
$1.78M +$1.78M +36,978 New
AAC
475
Asset Advisors Corp
Georgia
$1.78M – – –
17 18
19
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