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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 %
AHB
826
Abner Herrman & Brock
New Jersey
$440K +$625 +13 +0.1%
GIM
827
Greylin Investment Management
Virginia
$439K +$439K +9,137 New
MIM
828
Marco Investment Management
Georgia
$438K – – –
AF
829
Advisornet Financial
Minnesota
$437K +$437K +9,091 New
BMC
830
Benin Management Corp
Connecticut
$436K -$9.62K -200 -2%
OPCM
831
Osborne Partners Capital Management
California
$434K – – –
CK
832
Cohen Klingenstein
New York
$433K – – –
SFG
833
Sather Financial Group
Texas
$433K – – –
PIM
834
Penobscot Investment Management
Massachusetts
$432K -$4.81K -100 -1%
AAM
835
Autus Asset Management
Arizona
$431K – – –
AFNAS
836
American Financial Network Advisory Services
California
$430K -$208K -4,326 -33%
AIM
837
Achmea Investment Management
Netherlands
$430K – – –
FFBTD
838
First Financial Bank - Trust Division
Ohio
$427K -$2.02K -42 -0.5%
MMG
839
Monetary Management Group
Missouri
$427K – – –
CCA
840
Checchi Capital Advisers
California
$424K +$16.5K +343 +4%
GC
841
Grimes & Company
Massachusetts
$421K +$36.5K +758 +9%
BRWA
842
B. Riley Wealth Advisors
Florida
$417K +$9.16K +190 +2%
YIA
843
YHB Investment Advisors
Connecticut
$415K – – –
BBA
844
Braun-Bostich & Associates
Pennsylvania
$415K +$415K +8,630 New
BAS
845
Brown Advisory Securities
Maryland
$411K +$113K +2,364 +38%
AWA
846
Arete Wealth Advisors
Illinois
$410K +$40.3K +837 +11%
SI
847
SII Investments
Wisconsin
$409K -$45.2K -940 -10%
PJSIMP
848
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K – – –
BWP
849
Baldwin Wealth Partners
Massachusetts
$409K – – –
NL
850
NWAM LLC
Washington
$409K +$5.77K +120 +1%
32 33
34
35 36