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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 %
HIMC
601
Heritage Investors Management Corp
Maryland
$795K +$113K +2,525 +17%
CFG
602
Citizens Financial Group
Rhode Island
$792K -$7.86K -176 -1%
OWD
603
Osborn Williams & Donohoe
Ohio
$792K – – –
PP
604
Paloma Partners
Connecticut
$783K -$584K -13,076 -43%
IRC
605
Investors Research Corp
Georgia
$782K +$782K +17,512 New
BFA
606
Benedict Financial Advisors
Georgia
$777K -$4.56K -102 -0.6%
SBA
607
Secrest Blakey & Associates
North Carolina
$776K +$56K +1,254 +8%
Susquehanna International Group
608
Susquehanna International Group
Pennsylvania
$773K +$773K +17,303 New
AC
609
Abbrea Capital
California
$765K -$109K -2,445 -12%
GP
610
Greenline Partners
New York
$765K +$15.6K +349 +2%
NSEDCP
611
NJ State Employees Deferred Compensation Plan
New Jersey
$759K – – –
BCP
612
Berkeley Capital Partners
Georgia
$754K +$22.3K +500 +3%
ZCA
613
Zeke Capital Advisors
Pennsylvania
$752K -$773K -17,294 -51%
WF
614
Welch & Forbes
Massachusetts
$751K – – –
TCM
615
Twin Capital Management
Pennsylvania
$748K – – –
ATC
616
Adirondack Trust Company
New York
$739K +$10.7K +233 +1%
Pzena Investment Management
617
Pzena Investment Management
New York
$738K +$305K +6,818 +70%
QAM
618
QCI Asset Management
New York
$733K -$8.16M -182,905 -92%
PTC
619
Private Trust Company
Ohio
$725K -$66.5K -1,490 -8%
SSWM
620
Sheets Smith Wealth Management
North Carolina
$725K +$145K +3,256 +25%
H
621
HoyleCohen
California
$723K -$123K -2,765 -15%
HIC
622
Holderness Investments Company
North Carolina
$720K +$1.25K +28 +0.2%
WSC
623
Wellington Shields & Co
New York
$715K +$2.77K +62 +0.4%
ST
624
Spinnaker Trust
Maine
$711K -$50.7K -1,138 -7%
AWA
625
ARS Wealth Advisors
Florida
$709K -$185K -4,148 -21%
23 24
25
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