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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 %
FCCM
501
First City Capital Management
Georgia
$1.59M -$111K -2,319 -7%
BW
502
Bison Wealth
Georgia
$1.57M +$10.7K +222 +0.7%
SGCA
503
Steel Grove Capital Advisors
Tennessee
$1.56M +$494K +10,270 +46%
ECM
504
ETrade Capital Management
Virginia
$1.56M -$53K -1,102 -3%
WS
505
Wedbush Securities
California
$1.55M -$96.2K -2,001 -6%
ZIC
506
ZWJ Investment Counsel
Georgia
$1.54M -$153K -3,188 -9%
KCPG
507
Kavar Capital Partners Group
Kansas
$1.54M +$38.5K +800 +3%
Fiera Capital (Canada)
508
Fiera Capital (Canada)
Quebec, Canada
$1.54M – – –
FTIOP
509
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.53M -$98.8K -2,056 -6%
JWBC
510
J.W. Burns & Co
New York
$1.53M +$4.71K +98 +0.3%
Pacer Advisors
511
Pacer Advisors
Pennsylvania
$1.53M +$286K +5,952 +23%
Brown Advisory
512
Brown Advisory
Maryland
$1.52M +$48.7K +1,013 +3%
LWAC
513
Laurel Wealth Advisors (California)
California
$1.51M +$132K +2,750 +10%
CI
514
Conning Inc
Connecticut
$1.51M +$369K +7,680 +33%
SB
515
Simmons Bank
Arkansas
$1.5M -$21.2K -440 -1%
NHC
516
Nicholas Hoffman & Company
Georgia
$1.48M +$28.2K +587 +2%
BUB
517
BBVA USA Bancshares
Texas
$1.48M -$112K -2,322 -7%
PP
518
Paloma Partners
Connecticut
$1.47M +$1.47M +30,619 New
BL
519
BFSG LLC
California
$1.45M +$6.25K +130 +0.4%
MCM
520
Murphy Capital Management
New Jersey
$1.44M -$24.8K -515 -2%
CAM
521
Columbia Asset Management
Michigan
$1.43M +$56.5K +1,175 +4%
NFA
522
Nuveen Fund Advisors
Illinois
$1.43M -$1.06M -21,990 -43%
CFA
523
Carroll Financial Associates
North Carolina
$1.42M -$77.7K -1,616 -5%
BA
524
Bennicas & Associates
California
$1.39M -$48.1K -1,000 -3%
LS
525
Livforsakringsbolaget Skandia
Sweden
$1.37M -$212K -4,400 -13%
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