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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 %
CCFCSB
601
Cape Cod Five Cents Savings Bank
Massachusetts
$978K -$58.4K -1,215 -6%
MNBTD
602
Moody National Bank Trust Division
Texas
$970K – – –
AWA
603
ARS Wealth Advisors
Florida
$963K -$29.8K -620 -3%
BO
604
Bank OZK
Arkansas
$963K +$470K +9,777 +95%
BPC
605
Banque Pictet & Cie
Switzerland
$962K -$1.05M -21,792 -52%
PNAA
606
Pictet North America Advisors
Switzerland
$962K -$1.05M -21,792 -52%
PFS
607
Prospera Financial Services
Texas
$961K -$868K -18,429 -47%
SAM
608
SignalPoint Asset Management
Missouri
$958K +$7.45K +155 +0.8%
OIM
609
Opus Investment Management
Massachusetts
$952K -$337K -7,000 -26%
PT
610
Plimoth Trust
Massachusetts
$949K +$949K +19,728 New
TMAM
611
Tokio Marine Asset Management
Japan
$947K -$89.3K -1,856 -9%
FIM
612
Freedom Investment Management
Connecticut
$947K +$11K +228 +1%
CB
613
Cadence Bank
Mississippi
$944K +$944K +19,641 New
AC
614
Abbrea Capital
California
$941K -$7.7K -160 -0.8%
AF
615
Aldebaran Financial
$939K +$52.9K +1,100 +6%
CP
616
Camelot Portfolios
Ohio
$934K -$1.44K -30 -0.2%
LIA
617
LBMC Investment Advisors
Tennessee
$934K +$20.4K +424 +2%
Verition Fund Management
618
Verition Fund Management
Connecticut
$924K -$3.6M -74,789 -80%
Mariner
619
Mariner
Kansas
$920K +$678K +14,103 +280%
SA
620
SRH Advisors
Kansas
$919K – – –
BFC
621
Blue Fin Capital
Rhode Island
$915K -$22.6K -470 -2%
FT
622
Fiduciary Trust
Massachusetts
$914K -$1.11K -23 -0.1%
CCM
623
Cohen Capital Management
California
$914K – – –
HH
624
Hilltop Holdings
Texas
$912K -$2.36K -49 -0.3%
H
625
HoyleCohen
California
$912K +$912K +18,955 New
23 24
25
26 27