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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 %
AWM
901
Aevitas Wealth Management
Massachusetts
$279K +$1.21K +27 +0.4%
IWC
902
Integrated Wealth Concepts
Massachusetts
$278K -$38.3K -867 -12%
MA
903
Mutual Advisors
Nebraska
$278K +$21.2K +475 +8%
CA
904
Cynosure Advisors
Utah
$277K -$342K -7,657 -55%
VCM
905
Violich Capital Management
California
$277K – – –
NIPH
906
NN Investment Partners Holdings
Netherlands
$276K -$11.9K -267 -4%
BC
907
Banced Corp
Illinois
$276K – – –
HCM
908
Hodges Capital Management
Texas
$276K +$34K +760 +14%
Members Trust
909
Members Trust
Florida
$275K +$3.79K +85 +1%
MFW
910
Mosaic Family Wealth
Missouri
$273K +$88K +1,973 +48%
GCM
911
Gables Capital Management
Florida
$273K +$273K +6,106 New
SA
912
Strategic Advisors
New York
$272K -$47.8K -1,069 -15%
GT
913
Glenview Trust
Kentucky
$269K -$32.6K -731 -11%
DIM
914
DC Investments Management
Virginia
$269K – – –
ST
915
Smithfield Trust
Pennsylvania
$268K -$33.7K -754 -11%
RIG
916
Roosevelt Investment Group
New York
$267K -$2.12M -47,419 -89%
FCFS
917
First Command Financial Services
Texas
$267K +$10.5K +235 +4%
FCB
918
First Command Bank
Texas
$267K +$10.2K +229 +4%
MWAC
919
Mariner Wealth Advisors (Cincinnati)
Ohio
$266K -$13K -290 -5%
KFA
920
Kays Financial Advisory
Georgia
$262K -$510K -11,438 -66%
PIA
921
Peachtree Investment Advisors
Georgia
$259K -$14.2K -318 -5%
Wolverine Trading
922
Wolverine Trading
Illinois
$257K -$2.25M -50,429 -90%
CWS
923
Cypress Wealth Services
California
$257K -$61.1K -1,370 -19%
BSAM
924
Blue Sky Asset Management
Colorado
$255K +$255K +5,712 New
BCWM
925
Bartlett & Co Wealth Management
Ohio
$254K +$254K +5,688 New
35 36
37
38 39