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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 %
AMI
576
Amica Mutual Insurance
Rhode Island
$1.09M -$2.29M -47,535 -68%
FUBT
577
First United Bank & Trust
Maryland
$1.09M -$48.8K -1,014 -4%
ONB
578
Old National Bancorp
Indiana
$1.09M -$41.9K -870 -4%
SFP
579
Shepherd Financial Partners
Massachusetts
$1.08M -$801K -16,677 -43%
VCM
580
Virtue Capital Management
Tennessee
$1.08M +$1.08M +22,357 New
AIP
581
Ameritas Investment Partners
Nebraska
$1.07M -$14.9K -307 -1%
FBT
582
First Bank & Trust
South Dakota
$1.07M -$21K -436 -2%
ISB
583
Iowa State Bank
Iowa
$1.07M +$19K +395 +2%
CB
584
Chemical Bank
Michigan
$1.07M -$28.9K -600 -3%
JIC
585
Johnson Investment Counsel
Ohio
$1.06M +$5.43K +113 +0.5%
QAM
586
Quantres Asset Management
Cayman Islands
$1.05M +$712K +14,800 +208%
SC
587
SouthState Corp
Florida
$1.05M +$147K +3,050 +16%
MA
588
MUFG Americas
New York
$1.05M -$30.1K -626 -3%
ANRIA
589
American National Registered Investment Advisor
Texas
$1.05M – – –
B
590
Barings
North Carolina
$1.03M +$586K +12,200 +133%
IG
591
ING Group
Netherlands
$1.02M -$1.39M -28,884 -58%
TG
592
TCW Group
California
$1.01M +$14.4K +300 +1%
EHWM
593
Eads & Heald Wealth Management
Georgia
$1M +$88K +1,830 +10%
AA
594
Ancora Advisors
Ohio
$1M +$48.1K +1,001 +5%
UR
595
USCA RIA
Texas
$999K -$773K -16,082 -44%
RCAG
596
Rehmann Capital Advisory Group
Michigan
$999K +$104K +2,152 +12%
MCM
597
Mork Capital Management
California
$995K +$995K +20,700 New
IIM
598
Ipswich Investment Management
Massachusetts
$989K -$28.8K -600 -3%
OIA
599
Optimum Investment Advisors
Illinois
$986K +$20.7K +431 +2%
CA
600
CapWealth Advisors
Tennessee
$982K +$33.5K +696 +4%
22 23
24
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