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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 %
BB
801
Busey Bank
Illinois
$476K +$12.2K +253 +3%
ATC
802
Argent Trust Co
Tennessee
$475K -$4.8K -100 -1%
GLA
803
Great Lakes Advisors
Illinois
$475K +$24.1K +500 +5%
AP
804
Appleton Partners
Massachusetts
$474K -$14.4K -300 -3%
CFD
805
Creative Financial Designs
Indiana
$473K -$61.4K -1,277 -11%
RIA
806
Regal Investment Advisors
Michigan
$469K +$91.1K +1,892 +24%
Pzena Investment Management
807
Pzena Investment Management
New York
$467K +$91.5K +1,901 +24%
DJSG
808
D.J. St. Germain
Massachusetts
$466K +$40.2K +835 +9%
BC
809
Brinker Capital
Pennsylvania
$466K +$61.2K +1,274 +15%
SP
810
Successful Portfolios
Florida
$466K +$466K +9,688 New
AFA
811
Aurora Financial Advisors
Massachusetts
$463K +$463K +9,638 New
CPSAC
812
Chas P. Smith & Associates (CPS)
Florida
$460K +$19.2K +398 +4%
ECM
813
Exchange Capital Management
Michigan
$459K -$198K -4,110 -30%
WAM
814
Wealthspire Advisors (Maryland)
Maryland
$454K -$11.7K -244 -3%
CHA
815
Carmichael Hill & Associates
Maryland
$454K +$454K +9,438 New
MIH
816
Madison Investment Holdings
Wisconsin
$452K – – –
MHIC
817
Marble Harbor Investment Counsel
Massachusetts
$452K +$9.63K +200 +2%
CT
818
Cambridge Trust
Massachusetts
$448K -$11.8K -245 -3%
FIM
819
Foresters Investment Management
New York
$448K +$216K +4,496 +93%
KFC
820
Klingenstein Fields & Co
New York
$446K – – –
BTNA
821
Bremer Trust National Association
Minnesota
$446K +$17.9K +372 +4%
CB
822
Community Bank
New York
$446K +$21.7K +452 +5%
SM
823
Sciencast Management
New Jersey
$446K +$446K +10,012 New
DCM
824
Donaldson Capital Management
Indiana
$443K +$3.37K +70 +0.8%
THWM
825
Taylor Hoffman Wealth Management
Virginia
$442K +$442K +9,189 New
31 32
33
34 35