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Southern Company
SO

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 %
CTA
701
Colonial Trust Advisors
South Carolina
$677K +$220K +4,581 +48%
DS
702
DRW Securities
Illinois
$676K +$676K +14,064 New
FAIM
703
Financial Advocates Investment Management
Washington
$675K +$675K +14,031 New
FIM
704
Frontier Investment Management
Texas
$673K +$24.1K +500 +4%
CA
705
Cynosure Advisors
Utah
$666K +$666K +13,855 New
CCA
706
Cobblestone Capital Advisors
New York
$661K -$42.3K -880 -6%
CT
707
Chicago Trust
Illinois
$661K – – –
LC
708
LCNB Corp
Ohio
$660K -$49.2K -1,025 -7%
MA
709
MANA Advisors
New York
$659K +$659K +13,710 New
MAM
710
Mastrapasqua Asset Management
Tennessee
$652K +$10.8K +225 +2%
BBA
711
BLB&B Advisors
Pennsylvania
$647K – – –
BA
712
Boston Advisors
Massachusetts
$645K +$80.1K +1,665 +14%
Los Angeles Capital Management
713
Los Angeles Capital Management
California
$640K -$13.9M -288,394 -96%
CSS
714
Cubist Systematic Strategies
Connecticut
$636K +$314K +6,520 +97%
DSC
715
Duncker Streett & Co
Missouri
$634K -$24.3K -506 -4%
SBH
716
Segall Bryant & Hamill
Illinois
$630K -$49.8K -1,035 -7%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$629K +$26.1K +543 +4%
CBT
718
Capital Bank & Trust
California
$629K +$89.6K +1,863 +17%
WTB
719
Washington Trust Bank
Washington
$628K +$17.1K +355 +3%
FTC
720
Farmers Trust Company
Ohio
$627K +$14.4K +300 +2%
FNBOMD
721
First National Bank of Mount Dora
Florida
$626K -$27.7K -575 -4%
SSWM
722
Sheets Smith Wealth Management
North Carolina
$624K +$9.86K +205 +2%
CM
723
Cornerstone Management
Georgia
$620K +$96 +2 +0%
APA
724
American Portfolios Advisors
New York
$619K +$619K +12,874 New
ACP
725
Aviance Capital Partners
Florida
$619K -$270K -5,619 -30%
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