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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 %
PCIA
701
Prime Capital Investment Advisors
Kansas
$534K – – –
PAM
702
Premier Asset Management
Illinois
$534K +$53.6K +1,200 +11%
I
703
IberiaBank
Louisiana
$532K -$4.32M -96,781 -89%
MFG
704
Merit Financial Group
Georgia
$531K +$19.5K +438 +4%
BTW
705
Boston Trust Walden
Massachusetts
$523K – – –
RP
706
Rowlandmiller & Partners
Georgia
$523K -$11K -247 -2%
GG
707
Greenwood Gearhart
Arkansas
$518K +$518K +11,606 New
FI
708
FormulaFolio Investments
Michigan
$517K +$15.7K +351 +3%
MCMT
709
Moon Capital Management (Tennessee)
Tennessee
$517K -$44.7K -1,000 -8%
BCM
710
Becker Capital Management
Oregon
$513K +$195K +4,379 +62%
SMC
711
Smith, Moore & Co
Missouri
$508K -$153K -3,414 -23%
GLA
712
Good Life Advisors
Pennsylvania
$507K -$3.87K -88 -0.8%
NB
713
Northwest Bancshares
Pennsylvania
$504K -$4.2K -94 -0.8%
Mirae Asset Global Investments
714
Mirae Asset Global Investments
South Korea
$502K +$25.6K +573 +5%
SCM
715
Shelton Capital Management
Colorado
$501K – – –
CCA
716
Cobblestone Capital Advisors
New York
$499K -$114K -2,558 -19%
Verition Fund Management
717
Verition Fund Management
Connecticut
$497K -$360K -8,076 -42%
FNBOMD
718
First National Bank of Mount Dora
Florida
$497K -$84.2K -1,885 -14%
TYCC
719
Texas Yale Capital Corp
Florida
$496K -$192K -4,297 -28%
HJMC
720
Hellman Jordan Management Company
Massachusetts
$496K +$496K +11,113 New
VFA
721
Valeo Financial Advisors
Indiana
$493K +$139K +3,115 +39%
CBU
722
CIBC Bank USA
Illinois
$493K +$297K +6,654 +152%
GEA
723
Glen Eagle Advisors
New Jersey
$490K +$145K +3,256 +42%
UF
724
Univest Financial
Pennsylvania
$490K -$10K -225 -2%
DTL
725
Dynamic Technology Lab
Singapore
$490K +$490K +10,988 New
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