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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 %
AIP
776
Ahrens Investment Partners
Louisiana
$405K -$112K -2,495 -22%
BMC
777
Benin Management Corp
Connecticut
$405K – – –
FSA
778
Franklin Street Advisors
North Carolina
$404K -$6.44M -144,347 -94%
WTFG
779
Wells Trecaso Financial Group
Ohio
$404K -$73.6K -1,650 -15%
OPCM
780
Osborne Partners Capital Management
California
$404K – – –
MGIA
781
Moneta Group Investment Advisors
Missouri
$403K +$209K +4,864 +108%
CK
782
Cohen Klingenstein
New York
$402K – – –
SFG
783
Sather Financial Group
Texas
$402K – – –
CPSAC
784
Chas P. Smith & Associates (CPS)
Florida
$400K -$26.4K -592 -6%
AIM
785
Achmea Investment Management
Netherlands
$400K – – –
MIM
786
Marco Investment Management
Georgia
$397K -$10.1K -225 -2%
AF
787
Advisornet Financial
Minnesota
$394K -$11.8K -265 -3%
BAS
788
Brown Advisory Securities
Maryland
$394K +$13.7K +310 +4%
BTNA
789
Bremer Trust National Association
Minnesota
$391K -$22.6K -507 -5%
WAM
790
Wealthspire Advisors (Maryland)
Maryland
$389K -$32K -717 -8%
CCA
791
Checchi Capital Advisers
California
$385K -$8.39K -188 -2%
IB
792
Intrust Bank
Kansas
$382K +$42.7K +956 +13%
MAA
793
Mraz Amerine & Associates
California
$379K +$626 +14 +0.2%
AB
794
Atlas Brown
Kentucky
$379K +$19.9K +445 +6%
DJSG
795
D.J. St. Germain
Massachusetts
$378K -$54.2K -1,215 -13%
CAC
796
Certified Advisory Corp
Florida
$378K – – –
PWLP
797
Prio Wealth Limited Partnership
Massachusetts
$376K -$88K -1,974 -19%
AUB
798
Atlantic Union Bankshares
Virginia
$374K -$3.79K -85 -1%
WLIM
799
White Lighthouse Investment Management
Massachusetts
$374K – – –
AAM
800
Autus Asset Management
Arizona
$372K -$27.2K -609 -7%
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