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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 %
AFS
501
Access Financial Services
Minnesota
$1.19M +$62.6K +1,401 +6%
ZIC
502
ZWJ Investment Counsel
Georgia
$1.19M -$244K -5,475 -17%
MERSOM
503
Municipal Employees' Retirement System of Michigan
Michigan
$1.18M +$26.3K +590 +2%
CT
504
Coastline Trust
Rhode Island
$1.18M +$19.7K +440 +2%
CC
505
ClearArc Capital
Ohio
$1.15M +$10.2K +228 +0.9%
CAPTRUST Financial Advisors
506
CAPTRUST Financial Advisors
North Carolina
$1.15M +$371K +8,397 +48%
IC
507
Investment Counsel
Michigan
$1.14M -$26.8K -600 -2%
JG
508
Jefferies Group
New York
$1.14M -$8.92M -199,762 -89%
WPC
509
Waters Parkerson & Co
Louisiana
$1.13M -$8.8K -197 -0.8%
SHCM
510
Stokes & Hubbell Capital Management
Louisiana
$1.12M -$41.6K -932 -4%
Mariner
511
Mariner
Kansas
$1.12M +$268K +5,995 +31%
KIA
512
KCM Investment Advisors
California
$1.12M -$11.2K -250 -1%
AF
513
Ally Financial
Michigan
$1.12M +$1.12M +25,000 New
SAA
514
Southeast Asset Advisors
Georgia
$1.11M -$19.6K -439 -2%
ZB
515
Zions Bancorporation
Utah
$1.11M +$1.11M +24,841 New
EFS
516
Essex Financial Services
Connecticut
$1.11M -$956K -21,409 -46%
AIS
517
American Investment Services
Massachusetts
$1.1M -$124K -2,780 -10%
CNBT
518
Canandaigua National Bank & Trust
New York
$1.09M -$63.9K -1,431 -6%
FMBTD
519
First Midwest Bank Trust Division
Illinois
$1.08M -$108K -2,422 -9%
CBA
520
Coastal Bridge Advisors
Connecticut
$1.08M +$6.17K +138 +0.6%
TG
521
TCW Group
California
$1.08M +$147K +3,300 +16%
CBOR
522
Community Bank of Raymore
Missouri
$1.08M – – –
CPO
523
Cerity Partners OCIO
New York
$1.06M -$15.5K -346 -1%
RIL
524
Rothschild Investment LLC
Illinois
$1.06M -$37.9K -850 -3%
HAG
525
HighPoint Advisor Group
Illinois
$1.05M -$97.6K -2,255 -8%
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