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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 %
MWM
851
Merriman Wealth Management
Washington
$330K +$1.34K +30 +0.4%
CL
852
Choreo LLC
Illinois
$330K +$6.96K +156 +2%
AP
853
Appleton Partners
Massachusetts
$324K -$116K -2,606 -26%
OSNBOA
854
Old Second National Bank of Aurora
Illinois
$321K -$17.9K -400 -5%
FNBTCON
855
First National Bank & Trust Co of Newtown
Pennsylvania
$320K – – –
KFP
856
Keystone Financial Planning
Ohio
$320K – – –
CF
857
Centaurus Financial
California
$319K -$24.6K -551 -7%
SWM
858
SVA Wealth Management
Wisconsin
$319K +$112K +2,288 +54%
MCM
859
Maple Capital Management
Vermont
$316K -$49.4K -1,108 -14%
BHBT
860
Burke & Herbert Bank & Trust
Virginia
$314K +$8.86K +198 +3%
CTA
861
Colonial Trust Advisors
South Carolina
$313K -$315K -7,053 -50%
WCAMG
862
Woodard & Company Asset Management Group
North Carolina
$313K +$26.8K +600 +9%
IC
863
Intersect Capital
California
$310K -$22K -494 -7%
BIA
864
Barry Investment Advisors
Massachusetts
$310K +$11.4K +254 +4%
WIA
865
Wealthstreet Investment Advisors
Texas
$309K +$58K +1,296 +23%
MHIC
866
Marble Harbor Investment Counsel
Massachusetts
$308K -$112K -2,500 -27%
MWM
867
Mission Wealth Management
California
$308K -$16.7K -374 -5%
CCM
868
Covington Capital Management
California
$308K – – –
MSFP
869
Mark Sheptoff Financial Planning
Connecticut
$308K +$26.8K +600 +10%
STMM
870
South Texas Money Management
Texas
$306K -$46.7K -1,047 -13%
TFS
871
TrustCore Financial Services
Tennessee
$306K -$11.2K -250 -4%
RGC
872
Roberts, Glore & Co
Illinois
$304K +$103K +2,300 +51%
PHIMC
873
Private Harbour Investment Management & Counsel
Ohio
$303K -$377K -8,437 -55%
WEC
874
Winslow Evans & Crocker
Massachusetts
$303K +$147K +3,300 +95%
KSA
875
Ken Stern & Associates
California
$301K +$13.1K +294 +5%
33 34
35
36 37