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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 %
KCPG
451
Kavar Capital Partners Group
Kansas
$1.53M +$96K +2,150 +7%
CCM
452
Catawba Capital Management
Virginia
$1.52M -$109K -2,450 -7%
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$1.51M -$574K -12,843 -28%
PCM
454
Parsons Capital Management
Rhode Island
$1.51M -$116K -2,600 -7%
SMM
455
Stadion Money Management
Georgia
$1.51M -$86.2K -1,929 -5%
HKIM
456
Hayek Kallen Investment Management
Alabama
$1.51M +$5.58K +125 +0.4%
AAC
457
Asset Advisors Corp
Georgia
$1.49M -$156K -3,488 -9%
GJIC
458
Gamble Jones Investment Counsel
California
$1.48M -$458K -10,268 -24%
SGCA
459
Steel Grove Capital Advisors
Tennessee
$1.47M +$23.7K +530 +2%
HI
460
Horizon Investments
North Carolina
$1.46M +$996K +22,302 +213%
SBIA
461
Sheaff Brock Investment Advisors
Indiana
$1.46M -$286K -6,401 -16%
WS
462
Wedbush Securities
California
$1.45M +$8.98K +201 +0.6%
FCCM
463
First City Capital Management
Georgia
$1.43M -$40.2K -901 -3%
LNC
464
Lincoln National Corp
Pennsylvania
$1.43M -$1.13M -25,364 -44%
VC
465
Vicus Capital
Pennsylvania
$1.4M +$285K +6,372 +26%
BG
466
Bahl & Gaynor
Ohio
$1.4M -$230K -5,150 -14%
II
467
IFM Investors
Australia
$1.39M +$138K +3,086 +11%
SB
468
Simmons Bank
Arkansas
$1.39M -$4.47K -100 -0.3%
TBNY
469
Trustco Bank (New York)
New York
$1.38M -$403K -9,018 -23%
FBT
470
First Bank & Trust
South Dakota
$1.37M +$377K +8,454 +38%
JWBC
471
J.W. Burns & Co
New York
$1.37M -$47.1K -1,054 -3%
PAM
472
Palisade Asset Management
Minnesota
$1.36M +$854K +19,110 +170%
SPIA
473
Steward Partners Investment Advisory
New York
$1.33M -$570K -12,768 -30%
Brown Advisory
474
Brown Advisory
Maryland
$1.33M -$80.5K -1,802 -6%
BW
475
Bison Wealth
Georgia
$1.31M -$146K -3,262 -10%
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