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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 %
WAP
926
Wealthcare Advisory Partners
Pennsylvania
$323K +$84.4K +1,753 +35%
Fisher Asset Management
927
Fisher Asset Management
Washington
$321K -$15.2K -316 -5%
BIA
928
Barry Investment Advisors
Massachusetts
$321K +$2.74K +57 +0.9%
NAM
929
North American Management
Massachusetts
$320K – – –
CWM
930
Cornerstone Wealth Management
Missouri
$318K +$6.93K +147 +2%
TC
931
Telemus Capital
Michigan
$317K +$52.4K +1,088 +20%
IMOV
932
Investment Management of Virginia
Virginia
$316K – – –
RC
933
RegentAtlantic Capital
New Jersey
$315K -$9.49K -197 -3%
WAM
934
Wolverine Asset Management
Illinois
$314K +$49.4K +1,030 +19%
Group One Trading
935
Group One Trading
Illinois
$313K -$482 -10 -0.2%
NIPH
936
NN Investment Partners Holdings
Netherlands
$311K -$15.5K -322 -5%
PWSG
937
Pacific Wealth Strategies Group
California
$311K +$28.9K +602 +10%
FWM
938
Frontier Wealth Management
Missouri
$310K -$90.5K -1,879 -23%
KSA
939
Ken Stern & Associates
California
$310K – – –
WSFS
940
Wilmington Savings Fund Society
Delaware
$309K -$598K -12,436 -66%
AWCI
941
Alpine Woods Capital Investors
New York
$308K – – –
WCAMG
942
Woodard & Company Asset Management Group
North Carolina
$308K +$308K +6,410 New
SSB
943
Sandy Spring Bank
Maryland
$306K -$23K -479 -7%
UBV
944
United Bank (Virginia)
Virginia
$306K +$306K +6,350 New
CICI
945
Capital Investment Counsel Inc
North Carolina
$305K -$18.5K -385 -6%
FCAG
946
First Capital Advisors Group
New Jersey
$305K -$14K -290 -4%
LJAC
947
L.J. Altfest & Co
New York
$305K +$105K +2,181 +53%
GP
948
Girard Partners
Pennsylvania
$303K -$39.1K -813 -11%
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$303K – – –
CBN
950
Cadence Bank NA
Texas
$302K -$48 -1 -0%
36 37
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