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Southern Company
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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 %
NSEDCP
651
NJ State Employees Deferred Compensation Plan
New Jersey
$818K – – –
APP
652
Avantax Planning Partners
Iowa
$813K -$284K -5,904 -26%
SWP
653
Strategic Wealth Partners
Ohio
$811K +$811K +15,586 New
CC
654
Cipher Capital
New York
$810K -$2.31M -48,101 -74%
WF
655
Welch & Forbes
Massachusetts
$809K – – –
FIAS
656
FinTrust Investment Advisory Services
South Carolina
$807K +$10.4K +216 +1%
GP
657
Greenline Partners
New York
$807K +$807K +16,780 New
TCM
658
Twin Capital Management
Pennsylvania
$805K – – –
BHWM
659
Bar Harbor Wealth Management
New Hampshire
$802K -$16.8K -350 -2%
DZ Bank
660
DZ Bank
Germany
$799K +$799K +16,610 New
MTIM
661
Marathon Trading Investment Management
Pennsylvania
$798K +$798K +16,600 New
HFBOT
662
Home Federal Bank of Tennessee
Tennessee
$795K -$293K -6,100 -27%
BCP
663
Berkeley Capital Partners
Georgia
$789K -$14K -292 -2%
Mackenzie Financial
664
Mackenzie Financial
Ontario, Canada
$786K +$127K +2,635 +19%
CCT
665
Chemung Canal Trust
New York
$782K -$253K -5,268 -24%
FHA
666
First Horizon Advisors
Tennessee
$782K +$96.7K +2,034 +14%
PAM
667
Pegasus Asset Management
New York
$782K +$782K +16,255 New
CSM
668
CAMG Solamere Management
North Carolina
$780K -$78.5K -1,512 -9%
BFO
669
Biltmore Family Office
North Carolina
$779K +$779K +16,194 New
SBA
670
Secrest Blakey & Associates
North Carolina
$775K +$775K +16,120 New
HIC
671
Holderness Investments Company
North Carolina
$774K +$14.5K +301 +2%
PP
672
Palladium Partners
Virginia
$773K -$4.81K -100 -0.6%
FNBOO
673
First National Bank of Omaha
Nebraska
$767K -$466K -9,703 -38%
WSC
674
Wellington Shields & Co
New York
$767K +$2.6K +54 +0.3%
VIA
675
Vident Investment Advisory
Georgia
$766K +$252K +5,239 +49%
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