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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 %
AUB
851
Atlantic Union Bankshares
Virginia
$408K -$3.37K -70 -0.8%
MAA
852
Mraz Amerine & Associates
California
$407K – – –
CAC
853
Certified Advisory Corp
Florida
$407K +$407K +8,475 New
PM
854
Parametrica Management
Hong Kong
$403K +$403K +8,372 New
WLIM
855
White Lighthouse Investment Management
Massachusetts
$403K +$403K +8,380 New
CHA
856
Cedar Hill Associates
Illinois
$400K -$11.4K -237 -3%
Lazard Asset Management
857
Lazard Asset Management
New York
$399K – – –
PA
858
Probity Advisors
Texas
$398K -$4.81K -100 -1%
SC
859
Sawyer & Company
Massachusetts
$396K +$396K +8,225 New
BIC
860
Bridges Investment Counsel
Nebraska
$395K +$24.1K +500 +6%
MCM
861
Maple Capital Management
Vermont
$394K -$4.81K -100 -1%
SFG
862
Summit Financial Group
West Virginia
$393K -$53.6K -1,114 -12%
HVIA
863
Hudson Valley Investment Advisors
New York
$389K -$17.5K -365 -4%
AF
864
Allworth Financial
California
$388K -$5.67K -118 -1%
LBC
865
Lowe Brockenbrough & Co
Virginia
$386K – – –
LA
866
Lau Associates
Delaware
$385K -$73.2K -1,520 -16%
TCOT
867
Trust Company of Toledo
Ohio
$384K -$16.9K -352 -4%
VFA
868
Valeo Financial Advisors
Indiana
$382K -$32.2K -669 -8%
IAMOG
869
Investors Asset Management of Georgia
Georgia
$382K – – –
STMM
870
South Texas Money Management
Texas
$380K +$50.4K +1,048 +15%
CIAS
871
Capital Investment Advisory Services
North Carolina
$378K -$24.2K -503 -6%
ARMT
872
Amica Retiree Medical Trust
Rhode Island
$378K – – –
IBOK
873
Independence Bank of Kentucky
Kentucky
$378K +$378K +7,853 New
STA
874
Summit Trail Advisors
New York
$378K +$378K +8,354 New
HCMNY
875
Howard Capital Management (New York)
New York
$377K +$4.04K +84 +1%
33 34
35
36 37