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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 %
CCM
576
Cohen Capital Management
California
$870K – – –
KA
577
Kovack Advisors
Florida
$869K +$33.8K +756 +4%
AF
578
Aldebaran Financial
$868K -$4.47K -100 -0.5%
MNBTD
579
Moody National Bank Trust Division
Texas
$862K -$37.9K -850 -4%
BIM
580
Bridges Investment Management
Nebraska
$854K +$326K +7,300 +62%
LIA
581
LBMC Investment Advisors
Tennessee
$853K -$13.8K -310 -2%
CCFCSB
582
Cape Cod Five Cents Savings Bank
Massachusetts
$847K -$61.2K -1,371 -7%
AT
583
Argent Trust
Texas
$837K +$197K +4,400 +31%
MIH
584
Meitav Investment House
Israel
$835K +$835K +18,700 New
BO
585
Bank OZK
Arkansas
$832K -$62.9K -1,408 -7%
GBT
586
Grove Bank & Trust
Florida
$830K +$31.6K +708 +4%
AW
587
ACG Wealth
Georgia
$828K +$22.4K +501 +3%
BFC
588
Blue Fin Capital
Rhode Island
$827K -$22.6K -505 -3%
Squarepoint
589
Squarepoint
New York
$823K -$362K -8,106 -31%
VF
590
Virtu Financial
New York
$817K -$1.13M -25,237 -58%
MCM
591
McRae Capital Management
New Jersey
$817K – – –
WIM
592
Waverton Investment Management
United Kingdom
$815K +$24.1K +445 +3%
DAM
593
Delta Asset Management
Tennessee
$806K +$27.2K +608 +3%
NIT
594
NumerixS Investment Technologies
British Columbia, Canada
$805K -$1.2M -26,860 -60%
PT
595
Plimoth Trust
Massachusetts
$805K -$76.2K -1,705 -9%
SACTSONJ
596
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$804K – – –
TCOV
597
Trust Company of Vermont
Vermont
$802K -$840K -18,819 -51%
TMAM
598
Tokio Marine Asset Management
Japan
$799K -$79.8K -1,788 -9%
Mackenzie Financial
599
Mackenzie Financial
Ontario, Canada
$799K +$68.4K +1,531 +9%
CPA
600
Court Place Advisors
Maryland
$795K +$29.1K +652 +4%
22 23
24
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