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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 %
CCG
651
Chatham Capital Group
Georgia
$648K -$9.82K -220 -1%
SJIM
652
St. Johns Investment Management
Florida
$647K -$17.1K -383 -3%
CSIC
653
Clifford Swan Investment Counsel
California
$640K – – –
SC
654
Savant Capital
Illinois
$639K -$47.7K -1,068 -7%
MA
655
MUFG Americas
New York
$633K -$339K -7,599 -35%
BC
656
Burney Company
Virginia
$633K -$181K -4,061 -22%
SWP
657
Strategic Wealth Partners
Ohio
$632K -$63.7K -1,427 -9%
BBA
658
BLB&B Advisors
Pennsylvania
$629K +$27.9K +625 +5%
VAM
659
Verity Asset Management
North Carolina
$629K +$370K +8,270 +142%
DP
660
Dearborn Partners
Illinois
$628K -$36.7K -822 -6%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$628K +$43.2K +966 +7%
APP
662
Avantax Planning Partners
Iowa
$627K -$127K -2,851 -17%
WTB
663
Washington Trust Bank
Washington
$627K +$42.9K +959 +7%
FIM
664
Frontier Investment Management
Texas
$625K – – –
FC
665
Forte Capital
New York
$623K +$60.6K +1,355 +11%
MAM
666
Mastrapasqua Asset Management
Tennessee
$617K +$10.5K +235 +2%
CAN
667
Claraphi Advisory Network
United States
$616K +$93.4K +2,090 +18%
CT
668
Chicago Trust
Illinois
$615K +$447 +10 +0.1%
SM
669
Sciencast Management
New Jersey
$615K +$156K +3,400 +34%
PP
670
Palladium Partners
Virginia
$611K -$107K -2,392 -15%
HW
671
Hancock Whitney
Mississippi
$609K -$1.24M -27,680 -67%
LC
672
LCNB Corp
Ohio
$608K -$6.03K -135 -1%
BI
673
Boulegeris Investments
Georgia
$595K +$27.9K +625 +5%
ATC
674
Argent Trust Co
Tennessee
$595K +$154K +3,439 +35%
APA
675
American Portfolios Advisors
New York
$594K +$18.8K +420 +3%
25 26
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