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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 %
JWS
526
Juncture Wealth Strategies
Arizona
$1.05M – – –
VIA
527
Vident Investment Advisory
Georgia
$1.05M +$334K +7,441 +47%
EOJOAM
528
E. Ohman J:or Asset Management
Sweden
$1.04M -$89.3K -2,000 -8%
CP
529
Camelot Portfolios
Ohio
$1.04M +$168K +3,757 +19%
CI
530
Conning Inc
Connecticut
$1.03M -$364K -8,150 -26%
SAM
531
Strategy Asset Managers
California
$1.03M -$82.9K -1,855 -7%
SFP
532
Shepherd Financial Partners
Massachusetts
$1.03M +$27.3K +612 +3%
BUB
533
BBVA USA Bancshares
Texas
$1.03M -$338K -7,574 -25%
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M -$160K -3,573 -13%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$1.02M -$3.35K -75 -0.3%
RCAG
536
Rehmann Capital Advisory Group
Michigan
$1.02M +$92.1K +2,062 +10%
CPIA
537
Cornell Pochily Investment Advisors
New York
$1.02M -$92.2K -2,066 -8%
AMI
538
Amica Mutual Insurance
Rhode Island
$1.02M – – –
BSW
539
Buckingham Strategic Wealth
Missouri
$1.01M -$119K -2,666 -11%
FUBT
540
First United Bank & Trust
Maryland
$999K -$15K -335 -1%
VCA
541
Verdence Capital Advisors
Maryland
$998K +$434K +9,727 +77%
FIM
542
Freedom Investment Management
Connecticut
$995K +$116K +2,595 +13%
AA
543
Ancora Advisors
Ohio
$991K +$62.2K +1,392 +7%
Fiera Capital (Canada)
544
Fiera Capital (Canada)
Quebec, Canada
$989K -$438K -9,800 -31%
IRF
545
IBM Retirement Fund
New York
$982K -$128K -2,871 -12%
ISB
546
Iowa State Bank
Iowa
$982K -$13.4K -300 -1%
WC
547
Woodstock Corp
Massachusetts
$979K -$75.9K -1,700 -7%
HPC
548
Hobart Private Capital
North Carolina
$965K +$401K +8,978 +71%
BFM
549
Boston Financial Management
Massachusetts
$956K -$134K -2,995 -12%
B
550
Barings
North Carolina
$956K – – –
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