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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 %
II
526
IFM Investors
Australia
$1.35M +$10K +209 +0.7%
SFG
527
SevenBridge Financial Group
Pennsylvania
$1.34M +$49.7K +1,050 +4%
ZCM
528
Zebra Capital Management
Connecticut
$1.34M -$476K -9,902 -26%
PFSC
529
Peoples Financial Services Corp
Pennsylvania
$1.34M +$4.81K +100 +0.4%
MF
530
Magnetar Financial
Illinois
$1.34M +$1.34M +27,788 New
AIS
531
American Investment Services
Massachusetts
$1.32M – – –
Jane Street
532
Jane Street
New York
$1.32M +$812K +16,885 +159%
NAM
533
NTV Asset Management
West Virginia
$1.32M – – –
NA
534
NewEdge Advisors
Louisiana
$1.32M -$27.5K -583 -2%
IRF
535
IBM Retirement Fund
New York
$1.31M +$23.7K +449 +2%
DE
536
Day & Ennis
Georgia
$1.31M +$15K +311 +1%
FMBTD
537
First Midwest Bank Trust Division
Illinois
$1.28M -$58.5K -1,216 -4%
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.28M +$17K +354 +1%
Squarepoint
539
Squarepoint
New York
$1.28M +$1.28M +26,542 New
IC
540
Investment Counsel
Michigan
$1.26M -$48.1K -1,000 -4%
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$1.26M +$115K +2,389 +10%
SHCM
542
Stokes & Hubbell Capital Management
Louisiana
$1.26M +$6.93K +144 +0.6%
CT
543
Coastline Trust
Rhode Island
$1.25M -$22.1K -460 -2%
MERSOM
544
Municipal Employees' Retirement System of Michigan
Michigan
$1.24M -$968K -20,120 -44%
CNBT
545
Canandaigua National Bank & Trust
New York
$1.24M -$12K -250 -1%
WCBA
546
Weaver C. Barksdale & Associates
Tennessee
$1.24M – – –
CC
547
ClearArc Capital
Ohio
$1.23M -$8.42K -175 -0.7%
NWP
548
Northstar Wealth Partners
Connecticut
$1.22M +$31.4K +665 +3%
WPC
549
Waters Parkerson & Co
Louisiana
$1.22M +$7.21K +150 +0.6%
SAA
550
Southeast Asset Advisors
Georgia
$1.22M +$481 +10 +0%
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