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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 %
RCA
551
Rowland Carmichael Advisors
Arizona
$954K +$173K +3,880 +22%
CIBC Private Wealth Group
552
CIBC Private Wealth Group
Georgia
$949K -$218K -4,883 -19%
AIP
553
Ameritas Investment Partners
Nebraska
$949K -$38.7K -866 -4%
Cetera Investment Advisers
554
Cetera Investment Advisers
Illinois
$947K -$131K -2,935 -12%
CCM
555
Cribstone Capital Management
Maine
$939K +$780K +17,468 +492%
JIC
556
Johnson Investment Counsel
Ohio
$933K -$50.3K -1,128 -5%
ANRIA
557
American National Registered Investment Advisor
Texas
$931K -$39.5K -885 -4%
NIMI
558
Natixis Investment Managers International
France
$925K +$925K +20,698 New
MCM
559
Mork Capital Management
California
$924K – – –
CB
560
Chemical Bank
Michigan
$918K -$75.7K -1,695 -8%
OIA
561
Optimum Investment Advisors
Illinois
$918K +$1.65K +37 +0.2%
SC
562
SouthState Corp
Florida
$917K -$58.6K -1,312 -6%
ONB
563
Old National Bancorp
Indiana
$916K -$91.3K -2,045 -9%
TC
564
Toews Corporation
New Jersey
$911K +$911K +20,400 New
BCM
565
Brookmont Capital Management
Texas
$907K -$1.18M -26,401 -57%
BA
566
Bristlecone Advisors
Washington
$906K -$192K -4,308 -18%
IIM
567
Ipswich Investment Management
Massachusetts
$903K -$15.6K -350 -2%
SAM
568
SignalPoint Asset Management
Missouri
$898K +$7.82K +175 +0.9%
AIMCA
569
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$893K -$24.8M -556,200 -97%
ACS
570
Archford Capital Strategies
Illinois
$893K – – –
FT
571
Fiduciary Trust
Massachusetts
$881K +$32.9K +736 +4%
SA
572
SRH Advisors
Kansas
$880K +$26.8K +600 +3%
GAMC
573
Garner Asset Management Corp
Texas
$873K +$353K +7,900 +68%
CA
574
CapWealth Advisors
Tennessee
$871K -$41.1K -921 -5%
CB
575
Cadence Bank
Mississippi
$871K -$5.85K -131 -0.7%
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