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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 %
RA
801
Rational Advisors
New York
$372K +$50.2K +1,124 +16%
SCCM
802
Schafer Cullen Capital Management
New York
$371K -$152K -3,407 -29%
MIH
803
Madison Investment Holdings
Wisconsin
$371K -$48.7K -1,090 -12%
AWA
804
Arete Wealth Advisors
Illinois
$371K -$10.1K -226 -3%
Lazard Asset Management
805
Lazard Asset Management
New York
$370K – – –
AF
806
Allworth Financial
California
$370K +$8.94K +200 +2%
PA
807
Probity Advisors
Texas
$369K – – –
BBNB
808
Baker Boyer National Bank
Washington
$368K -$174K -3,900 -32%
SC
809
Sawyer & Company
Massachusetts
$367K – – –
CC
810
Cadinha & Co
Hawaii
$366K +$22.3K +500 +6%
CWM
811
Cornerstone Wealth Management
Missouri
$366K +$66.5K +1,499 +22%
KI
812
Koch Industries
Kansas
$366K +$366K +8,197 New
Walleye Trading
813
Walleye Trading
New York
$366K +$366K +8,204 New
JFGIW
814
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$32K +718 +10%
SCA
815
Stokes Capital Advisors
South Carolina
$359K +$53.2K +1,191 +17%
CFD
816
Creative Financial Designs
Indiana
$357K -$82.2K -1,842 -19%
TCOT
817
Trust Company of Toledo
Ohio
$357K -$179 -4 -0.1%
LA
818
Lau Associates
Delaware
$357K – – –
AL
819
Aspiriant LLC
California
$357K +$357K +7,988 New
BBHC
820
Brown Brothers Harriman & Co
New York
$355K -$95K -2,127 -21%
BWP
821
Baldwin Wealth Partners
Massachusetts
$353K -$26.8K -600 -7%
GRP
822
Global Retirement Partners
California
$353K +$32.6K +730 +10%
BFA
823
Beaumont Financial Advisors
Massachusetts
$353K +$108K +2,410 +44%
HCMNY
824
Howard Capital Management (New York)
New York
$352K +$1.3K +29 +0.4%
ARMT
825
Amica Retiree Medical Trust
Rhode Island
$351K – – –
31 32
33
34 35