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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 %
SG
901
StoneX Group
New York
$346K -$107K -2,218 -24%
RA
902
Rational Advisors
New York
$346K -$96.1K -2,000 -22%
FNBTCON
903
First National Bank & Trust Co of Newtown
Pennsylvania
$345K – – –
KFP
904
Keystone Financial Planning
Ohio
$345K – – –
GRP
905
Global Retirement Partners
California
$345K +$10.8K +224 +3%
SA
906
Strategic Advisors
New York
$344K +$12.5K +259 +4%
SAM
907
Silvercrest Asset Management
New York
$343K -$20.7K -430 -6%
GCMG
908
Gyroscope Capital Management Group
Florida
$343K +$30.5K +633 +10%
CWS
909
Cypress Wealth Services
California
$343K +$343K +7,128 New
BIAS
910
Beacon Investment Advisory Services
New Jersey
$342K -$134K -2,777 -28%
TSW
911
Thompson Siegel & Walmsley
Virginia
$342K -$81.9K -1,702 -19%
BCM
912
Becker Capital Management
Oregon
$342K +$48.1K +1,000 +16%
TFS
913
TrustCore Financial Services
Tennessee
$342K +$342K +7,105 New
AWA
914
Acorn Wealth Advisors
Michigan
$342K +$342K +7,274 New
BWM
915
BerganKDV Wealth Management
Minnesota
$340K -$1.25K -26 -0.4%
IWC
916
Integrated Wealth Concepts
Massachusetts
$338K +$338K +7,152 New
WKWM
917
Walter & Keenan Wealth Management
Indiana
$337K – – –
FHA
918
Flagship Harbor Advisors
Massachusetts
$336K -$5.63K -119 -2%
KM
919
Kalos Management
Georgia
$334K -$1.59K -33 -0.5%
CCM
920
Covington Capital Management
California
$332K +$48.1K +1,000 +17%
SCA
921
Stokes Capital Advisors
South Carolina
$329K +$329K +6,844 New
BHBT
922
Burke & Herbert Bank & Trust
Virginia
$328K +$28.5K +592 +10%
GT
923
Glenview Trust
Kentucky
$325K -$3.85K -80 -1%
ST
924
Smithfield Trust
Pennsylvania
$325K +$4.33K +90 +1%
First Manhattan
925
First Manhattan
New York
$323K +$24K +500 +8%
35 36
37
38 39