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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 %
GEA
876
Glen Eagle Advisors
New Jersey
$371K +$102K +2,124 +38%
CC
877
Cadinha & Co
Hawaii
$370K -$144K -3,000 -28%
CF
878
Centaurus Financial
California
$370K +$370K +7,687 New
Acadian Asset Management
879
Acadian Asset Management
Massachusetts
$369K -$444K -9,248 -55%
TAM
880
Tiverton Asset Management
Delaware
$369K +$6.58K +137 +2%
CCT
881
Country Club Trust
Missouri
$366K -$21.9K -457 -6%
SAM
882
Summit Asset Management
Tennessee
$366K – – –
IB
883
Intrust Bank
Kansas
$366K +$20.5K +426 +6%
OSNBOA
884
Old Second National Bank of Aurora
Illinois
$364K +$15.9K +330 +5%
MSAM
885
Moloney Securities Asset Management
Missouri
$363K +$4.47K +93 +1%
ISL
886
Ingalls & Snyder LLC
New York
$361K -$963 -20 -0.3%
IP
887
Isthmus Partners
Wisconsin
$360K -$9.62K -200 -3%
GWM
888
GSB Wealth Management
Connecticut
$360K – – –
IC
889
Intersect Capital
California
$358K -$2.74K -57 -0.8%
SL
890
Summitry LLC
California
$358K – – –
MBT
891
Montecito Bank & Trust
California
$357K -$7.31K -152 -2%
AB
892
Atlas Brown
Kentucky
$354K +$24.6K +559 +7%
MWM
893
Merriman Wealth Management
Washington
$354K +$53.6K +1,115 +18%
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$353K – – –
TCM
895
Texan Capital Management
Texas
$351K -$140K -2,920 -29%
PI
896
PineBridge Investments
New York
$351K -$24.8K -516 -7%
MWM
897
Mission Wealth Management
California
$350K +$47.7K +992 +16%
Capstone Investment Advisors
898
Capstone Investment Advisors
New York
$349K -$60.6K -1,262 -15%
PA
899
Parallel Advisors
California
$349K +$16.2K +337 +5%
CL
900
Choreo LLC
Illinois
$348K +$21.1K +440 +6%
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