SO icon

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 %
CCT
826
Country Club Trust
Missouri
$350K +$9.16K +205 +3%
AWA
827
Acorn Wealth Advisors
Michigan
$350K +$12.8K +277 +4%
FFBTD
828
First Financial Bank - Trust Division
Ohio
$349K -$47.6K -1,067 -12%
PJSIMP
829
P.J. Schmidt Investment Management (PJS)
Wisconsin
$348K -$31.2K -700 -8%
IAMOG
830
Investors Asset Management of Georgia
Georgia
$348K -$6.7K -150 -2%
FWM
831
Frontier Wealth Management
Missouri
$348K +$60.7K +1,360 +21%
GCMG
832
Gyroscope Capital Management Group
Florida
$346K +$27.7K +620 +9%
LBC
833
Lowe Brockenbrough & Co
Virginia
$345K -$13.4K -300 -4%
SAM
834
Summit Asset Management
Tennessee
$344K +$4.29K +96 +1%
Los Angeles Capital Management
835
Los Angeles Capital Management
California
$343K -$251K -5,615 -42%
HVIA
836
Hudson Valley Investment Advisors
New York
$343K -$19K -425 -5%
SAM
837
Silvercrest Asset Management
New York
$343K +$24.6K +550 +8%
IP
838
Isthmus Partners
Wisconsin
$342K +$7.94K +178 +2%
GCA
839
Gideon Capital Advisors
New York
$342K +$342K +7,650 New
VFP
840
Verus Financial Partners
Virginia
$338K +$103K +2,316 +44%
CT
841
Cambridge Trust
Massachusetts
$337K -$78.5K -1,760 -19%
DCM
842
Donaldson Capital Management
Indiana
$337K -$74.4K -1,664 -18%
FHA
843
Flagship Harbor Advisors
Massachusetts
$336K +$22.7K +514 +7%
YIA
844
YHB Investment Advisors
Connecticut
$335K -$50.9K -1,140 -13%
ISL
845
Ingalls & Snyder LLC
New York
$335K – – –
WKWM
846
Walter & Keenan Wealth Management
Indiana
$335K +$22.3K +500 +7%
GWM
847
GSB Wealth Management
Connecticut
$334K – – –
BIAS
848
Beacon Investment Advisory Services
New Jersey
$334K +$16.5K +370 +5%
SL
849
Summitry LLC
California
$333K – – –
MBT
850
Montecito Bank & Trust
California
$330K -$1.43K -32 -0.4%
32 33
34
35 36