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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 %
FIAS
676
FinTrust Investment Advisory Services
South Carolina
$593K -$156K -3,503 -21%
ST
677
Sabal Trust
Florida
$590K -$21.4M -480,115 -97%
CSM
678
CAMG Solamere Management
North Carolina
$590K -$76.2K -1,718 -11%
CG
679
CFO4Life Group
Texas
$587K +$81.3K +1,821 +16%
CBT
680
Capital Bank & Trust
California
$584K – – –
CIA
681
ClearBridge Investments (Australia)
Australia
$584K +$57.1K +1,278 +11%
FTC
682
Farmers Trust Company
Ohio
$582K – – –
Lido Advisors
683
Lido Advisors
California
$582K +$83.1K +1,861 +17%
FNBT
684
FineMark National Bank & Trust
Florida
$577K -$102K -2,293 -15%
CM
685
Cornerstone Management
Georgia
$576K +$45 +1 +0%
ZCM
686
Zebra Capital Management
Connecticut
$576K -$668K -14,941 -54%
Holocene Advisors
687
Holocene Advisors
New York
$576K -$215K -4,811 -27%
CS
688
Comerica Securities
Michigan
$575K +$87.4K +1,958 +18%
SBH
689
Segall Bryant & Hamill
Illinois
$572K -$13.1K -294 -2%
GG
690
Gofen & Glossberg
Illinois
$568K -$89.9K -2,014 -14%
DSC
691
Duncker Streett & Co
Missouri
$568K -$20.9K -467 -4%
ABTD
692
Arvest Bank Trust Division
Oklahoma
$566K +$11.4K +256 +2%
CCP
693
Clarkston Capital Partners
Michigan
$562K – – –
VanEck Associates
694
VanEck Associates
New York
$560K +$41.8K +936 +8%
BAC
695
Boys Arnold & Co
North Carolina
$557K +$54.2K +1,199 +11%
BA
696
Boston Advisors
Massachusetts
$550K -$48.9K -1,095 -8%
HTC
697
Haverford Trust Company
Pennsylvania
$550K +$31.4K +703 +6%
TL
698
TrueWealth LLC
Georgia
$548K -$92.3K -2,067 -14%
BMO
699
Beck Mack & Oliver
New York
$544K – – –
EWM
700
Evercore Wealth Management
New York
$535K -$27.2K -610 -5%
26 27
28
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