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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 %
BSW
551
Buckingham Strategic Wealth
Missouri
$1.22M +$824K +17,127 +208%
KIA
552
KCM Investment Advisors
California
$1.22M -$60.1K -1,250 -5%
AFS
553
Access Financial Services
Minnesota
$1.21M -$192K -3,993 -14%
EOJOAM
554
E. Ohman J:or Asset Management
Sweden
$1.21M -$76.9K -1,600 -6%
SAM
555
Strategy Asset Managers
California
$1.2M +$58.6K +1,219 +5%
VC
556
Vicus Capital
Pennsylvania
$1.2M -$269K -5,596 -18%
CPIA
557
Cornell Pochily Investment Advisors
New York
$1.2M +$1.2M +24,878 New
SAM
558
Sequent Asset Management
Texas
$1.19M +$21.9K +455 +2%
HAG
559
HighPoint Advisor Group
Illinois
$1.19M -$10.2M -227,500 -90%
BA
560
Bristlecone Advisors
Washington
$1.18M -$20.9K -435 -2%
RIL
561
Rothschild Investment LLC
Illinois
$1.18M – – –
BFM
562
Boston Financial Management
Massachusetts
$1.17M -$39.9K -830 -3%
CBOR
563
Community Bank of Raymore
Missouri
$1.16M – – –
Cetera Investment Advisers
564
Cetera Investment Advisers
Illinois
$1.16M +$382K +7,931 +49%
CPO
565
Cerity Partners OCIO
New York
$1.16M +$18.7K +388 +2%
HWA
566
Heritage Way Advisors
Illinois
$1.15M +$38.5K +800 +3%
QC
567
Quadrature Capital
United Kingdom
$1.15M +$1.15M +23,832 New
NC
568
NewSquare Capital
Pennsylvania
$1.14M +$96.6K +2,009 +9%
WC
569
Woodstock Corp
Massachusetts
$1.14M -$82.9K -1,725 -7%
CBA
570
Coastal Bridge Advisors
Connecticut
$1.14M +$5.52K +117 +0.5%
JWS
571
Juncture Wealth Strategies
Arizona
$1.13M -$33.7K -700 -3%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$1.13M +$55.8K +1,160 +5%
PTC
573
Philadelphia Trust Company
Pennsylvania
$1.11M – – –
NFG
574
Next Financial Group
Texas
$1.1M -$85.3K -1,773 -7%
SYBT
575
Stock Yards Bank & Trust
Kentucky
$1.1M -$11.4K -237 -1%
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