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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 %
FTIOP
476
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.31M -$118K -2,650 -8%
UR
477
USCA RIA
Texas
$1.3M +$373K +8,360 +40%
MCM
478
Murphy Capital Management
New Jersey
$1.3M -$39.5K -885 -3%
VCM
479
Virtue Capital Management
Tennessee
$1.3M +$287K +6,336 +28%
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$1.3M -$1.26M -28,230 -49%
CAM
481
Columbia Asset Management
Michigan
$1.3M -$34.6K -775 -3%
AIP
482
ARS Investment Partners
New York
$1.29M -$297K -6,655 -19%
NHC
483
Nicholas Hoffman & Company
Georgia
$1.29M -$86.8K -1,945 -6%
LS
484
Livforsakringsbolaget Skandia
Sweden
$1.27M – – –
WI
485
WrapManager Inc
California
$1.27M +$490K +10,979 +63%
LWAC
486
Laurel Wealth Advisors (California)
California
$1.27M -$130K -2,911 -9%
PFS
487
Prospera Financial Services
Texas
$1.27M +$353K +7,889 +39%
BL
488
BFSG LLC
California
$1.26M -$85.1K -1,905 -6%
BA
489
Bennicas & Associates
California
$1.26M -$31.3K -700 -2%
DE
490
Day & Ennis
Georgia
$1.25M +$30K +671 +2%
NFG
491
Next Financial Group
Texas
$1.25M +$221K +4,939 +22%
SAM
492
Sequent Asset Management
Texas
$1.22M -$15.2K -305 -1%
PFSC
493
Peoples Financial Services Corp
Pennsylvania
$1.22M -$21.7K -485 -2%
HPC
494
HM Payson & Co
Maine
$1.22M -$377K -8,438 -24%
NC
495
NewSquare Capital
Pennsylvania
$1.21M +$151K +3,386 +14%
SW
496
SVB Wealth
Massachusetts
$1.21M +$366K +8,199 +43%
NAM
497
NTV Asset Management
West Virginia
$1.21M -$20.1K -450 -2%
HH
498
Hilltop Holdings
Texas
$1.2M +$357K +8,006 +42%
SFG
499
SevenBridge Financial Group
Pennsylvania
$1.19M -$53.1K -1,208 -4%
CFA
500
Carroll Financial Associates
North Carolina
$1.19M -$125K -2,793 -9%
18 19
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