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Southern Company
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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 %
BTW
751
Boston Trust Walden
Massachusetts
$563K – – –
CFP
752
Cornerstone Financial Partners
North Carolina
$563K +$563K +11,727 New
CAN
753
Claraphi Advisory Network
United States
$562K +$562K +11,693 New
GAMC
754
Garner Asset Management Corp
Texas
$560K +$9.62K +200 +2%
MA
755
Montag & Associates
Georgia
$560K +$106K +2,204 +23%
VanEck Associates
756
VanEck Associates
New York
$558K -$13.6K -282 -2%
HTC
757
Haverford Trust Company
Pennsylvania
$558K +$63.9K +1,329 +13%
AIP
758
Ahrens Investment Partners
Louisiana
$556K -$48 -1 -0%
AOWM
759
Alpha Omega Wealth Management
Virginia
$556K +$61.3K +1,275 +12%
MFG
760
Merit Financial Group
Georgia
$551K +$551K +11,469 New
NB
761
Northwest Bancshares
Pennsylvania
$548K +$548K +11,385 New
CG
762
CFO4Life Group
Texas
$545K -$64.5K -1,341 -11%
GLA
763
Good Life Advisors
Pennsylvania
$542K -$7.94K -170 -1%
PAM
764
Palisade Asset Management
Minnesota
$540K – – –
SCM
765
Shelton Capital Management
Colorado
$540K – – –
FI
766
FormulaFolio Investments
Michigan
$540K +$46.2K +960 +9%
UF
767
Univest Financial
Pennsylvania
$538K +$33.2K +690 +7%
Lido Advisors
768
Lido Advisors
California
$537K +$14.9K +310 +3%
RMA
769
Roffman Miller Associates
Pennsylvania
$535K -$48.9K -1,017 -8%
BAC
770
Boys Arnold & Co
North Carolina
$535K +$6.3K +131 +1%
GSBTD
771
Glenview State Bank Trust Department
Illinois
$527K -$4.82K -100 -0.9%
CTA
772
Chesley Taft & Associates
Illinois
$526K – – –
CS
773
Comerica Securities
Michigan
$525K +$22.1K +460 +4%
AT
774
Arden Trust
Delaware
$523K -$140K -2,918 -21%
PL
775
Perpetual Ltd
Australia
$522K -$24.2K -500 -4%
29 30
31
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