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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 %
HI
776
Horizon Investments
North Carolina
$522K +$51.9K +1,042 +11%
KF
777
Krilogy Financial
Missouri
$518K +$176K +3,651 +51%
PAM
778
Premier Asset Management
Illinois
$517K +$517K +10,750 New
LW
779
Linscomb Wealth
Texas
$515K +$70.4K +1,466 +16%
WTFG
780
Wells Trecaso Financial Group
Ohio
$515K +$515K +10,705 New
CT
781
Clearstead Trust
Maine
$514K -$48.1K -1,000 -9%
CAM
782
Congress Asset Management
Massachusetts
$514K +$40.9K +850 +9%
Mirae Asset Global Investments
783
Mirae Asset Global Investments
South Korea
$513K -$27.4K -569 -5%
OAM
784
Oppenheimer Asset Management
New York
$511K – – –
BCM
785
Bienville Capital Management
New York
$510K -$3.75K -78 -0.7%
SIG
786
Schaller Investment Group
North Carolina
$507K – – –
IWM
787
IHT Wealth Management
Illinois
$505K +$350K +7,415 +226%
PAG
788
Pinnacle Advisory Group
Maryland
$504K -$48.9K -1,017 -9%
CIM
789
CIM Investment Management
Pennsylvania
$502K -$8.18K -170 -2%
PPSG
790
Princeton Portfolio Strategies Group
New Jersey
$501K +$48 +1 +0%
PWLP
791
Prio Wealth Limited Partnership
Massachusetts
$500K -$12K -250 -2%
SBSB
792
Sullivan, Bruyette, Speros & Blaney
Virginia
$499K – – –
HFM
793
Hartford Financial Management
Connecticut
$498K +$769 +16 +0.2%
TC
794
Trilogy Capital
California
$498K +$498K +10,351 New
SCM
795
Southport Capital Management
Tennessee
$497K +$3.65K +76 +0.7%
BCM
796
Bayesian Capital Management
New York
$495K -$178K -3,694 -26%
HWM
797
Holloway Wealth Management
Florida
$489K -$443K – –
BBHC
798
Brown Brothers Harriman & Co
New York
$484K +$31.4K +654 +7%
SCI
799
Stableford Capital II
Arizona
$479K +$3.99K +83 +0.8%
RM
800
Resource Management
Louisiana
$479K +$479K +10,745 New
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