SO icon

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 %
ACP
726
Aviance Capital Partners
Florida
$488K -$87.1K -1,951 -15%
SCI
727
Stableford Capital II
Arizona
$487K +$41.9K +937 +9%
DWM
728
Doyle Wealth Management
Florida
$484K -$3.32M -74,254 -87%
PL
729
Perpetual Ltd
Australia
$482K – – –
KF
730
Krilogy Financial
Missouri
$481K – – –
GSBTD
731
Glenview State Bank Trust Department
Illinois
$480K -$8.94K -200 -2%
CTA
732
Chesley Taft & Associates
Illinois
$480K -$8.94K -200 -2%
RIM
733
Rampart Investment Management
Connecticut
$479K -$68.2K -1,527 -12%
GH
734
GAM Holding
Switzerland
$478K +$478K +10,700 New
1IA
735
1834 Investment Advisors
Wisconsin
$477K -$63.2K -1,415 -12%
HSA
736
HBK Sorce Advisory
Pennsylvania
$476K -$69K -1,547 -13%
IBOK
737
Independence Bank of Kentucky
Kentucky
$474K +$123K +2,766 +35%
HFM
738
Hartford Financial Management
Connecticut
$473K +$10.9K +244 +2%
SIG
739
Schaller Investment Group
North Carolina
$471K – – –
SFG
740
Summit Financial Group
West Virginia
$471K +$106K +2,367 +29%
LOAME
741
Lombard Odier Asset Management (Europe)
United Kingdom
$467K -$56.8K -1,272 -11%
SCM
742
Southport Capital Management
Tennessee
$466K +$4.02K +90 +0.9%
SBSB
743
Sullivan, Bruyette, Speros & Blaney
Virginia
$465K +$804 +18 +0.2%
IG
744
ING Group
Netherlands
$464K -$486K -10,898 -51%
NFA
745
Nuveen Fund Advisors
Illinois
$463K -$863K -19,341 -65%
FAIM
746
Financial Advocates Investment Management
Washington
$460K -$166K -3,722 -27%
CIAS
747
Capital Investment Advisory Services
North Carolina
$457K +$106K +2,368 +30%
JT
748
Jump Trading
Illinois
$456K +$456K +10,205 New
LW
749
Linscomb Wealth
Texas
$455K -$24K -536 -5%
CIM
750
CIM Investment Management
Pennsylvania
$454K -$12K -268 -3%
28 29
30
31 32