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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 %
CHA
876
Cedar Hill Associates
Illinois
$300K -$70.8K -1,588 -19%
First Manhattan
877
First Manhattan
New York
$300K +$45 +1 +0%
BIA
878
Bigelow Investment Advisors
Maine
$300K +$300K +6,707 New
CICI
879
Capital Investment Counsel Inc
North Carolina
$298K +$15.6K +350 +6%
BCM
880
Bienville Capital Management
New York
$296K -$178K -3,985 -38%
IMOV
881
Investment Management of Virginia
Virginia
$296K +$2.23K +50 +0.8%
PWSG
882
Pacific Wealth Strategies Group
California
$294K +$5K +112 +2%
WSFS
883
Wilmington Savings Fund Society
Delaware
$294K +$6.53K +146 +2%
Cerity Partners
884
Cerity Partners
New York
$291K +$69.2K +1,548 +31%
SG
885
StoneX Group
New York
$290K -$31.4K -703 -10%
KFC
886
Klingenstein Fields & Co
New York
$289K -$125K -2,800 -30%
PCG
887
Private Capital Group
Connecticut
$289K +$120K +2,696 +71%
OAM
888
Oppenheimer Asset Management
New York
$288K -$178K -3,975 -38%
GP
889
Girard Partners
Pennsylvania
$287K +$5.28K +118 +2%
NAM
890
North American Management
Massachusetts
$286K -$11.2K -250 -4%
AWCI
891
Alpine Woods Capital Investors
New York
$286K – – –
MMG
892
Monetary Management Group
Missouri
$285K -$112K -2,500 -28%
MSAM
893
Moloney Securities Asset Management
Missouri
$285K -$52K -1,164 -15%
Fisher Asset Management
894
Fisher Asset Management
Washington
$283K -$14.8K -332 -5%
LJAC
895
L.J. Altfest & Co
New York
$283K – – –
UBV
896
United Bank (Virginia)
Virginia
$283K – – –
WT
897
Washington Trust
Rhode Island
$280K – – –
CBN
898
Cadence Bank NA
Texas
$280K +$624 +14 +0.2%
GI
899
Gradient Investments
Minnesota
$279K – – –
MHIM
900
MacNealy Hoover Investment Management
Ohio
$279K – – –
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36
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