SO icon

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 %
SC
626
Scotia Capital
Ontario, Canada
$704K -$117K -2,622 -14%
SIC
627
Shoker Investment Counsel
Ohio
$703K +$130K +2,923 +23%
Qube Research & Technologies (QRT)
628
Qube Research & Technologies (QRT)
United Kingdom
$703K +$703K +15,759 New
PAM
629
Pegasus Asset Management
New York
$701K -$25.4K -568 -3%
SFA
630
Stewardship Financial Advisors
Georgia
$700K +$10.9K +245 +2%
MCM
631
McMillion Capital Management
North Carolina
$698K +$30.1K +675 +5%
Victory Capital Management
632
Victory Capital Management
Texas
$695K -$12.9K -289 -2%
ACM
633
Argyle Capital Management
Pennsylvania
$695K – – –
PP
634
Patten & Patten
Tennessee
$694K -$95.2K -2,133 -12%
SWM
635
SeaCrest Wealth Management
New York
$694K +$59.4K +1,330 +9%
FHA
636
First Horizon Advisors
Tennessee
$693K -$39K -876 -5%
MA
637
Montag & Associates
Georgia
$690K +$170K +3,801 +33%
WA
638
Waverly Advisors
Alabama
$689K -$908K -20,323 -57%
AP
639
Advisor Partners
California
$680K -$63.5K -1,420 -9%
HFBOT
640
Home Federal Bank of Tennessee
Tennessee
$680K -$58K -1,300 -8%
DAS
641
Dynamic Advisor Solutions
Arizona
$676K -$1.32M -29,615 -66%
BHWM
642
Bar Harbor Wealth Management
New Hampshire
$674K -$70K -1,567 -9%
BFO
643
Biltmore Family Office
North Carolina
$670K -$53.3K -1,194 -7%
FNBOO
644
First National Bank of Omaha
Nebraska
$670K -$43.1K -964 -6%
MSS
645
Mitchell Sinkler & Starr
Pennsylvania
$668K -$150K -3,355 -18%
NCM
646
Novare Capital Management
North Carolina
$655K +$10.3K +230 +2%
IFWM
647
Institute for Wealth Management
Colorado
$652K +$652K +14,089 New
PTC
648
Philadelphia Trust Company
Pennsylvania
$650K -$384K -8,596 -37%
FDS
649
First Dallas Securities
Texas
$650K +$89.4K +2,001 +16%
EA
650
Edge Advisors
Georgia
$649K -$5.58K -125 -0.9%
24 25
26
27 28