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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 %
BC
926
Bartlett & Co
Ohio
$254K +$38.4K +859 +18%
MYIA
927
Mount Yale Investment Advisors
Colorado
$254K +$254K +5,684 New
WAAG
928
Wealth Alliance Advisory Group
Kansas
$250K +$13.4K +300 +6%
TWA
929
TCI Wealth Advisors
Arizona
$250K +$35.6K +797 +17%
NSIM
930
North Star Investment Management
Illinois
$250K +$109K +2,440 +77%
TSW
931
Thompson Siegel & Walmsley
Virginia
$245K -$72.7K -1,625 -23%
PAA
932
Peregrine Asset Advisers
Oregon
$245K – – –
SCA
933
Stonebridge Capital Advisors
Minnesota
$244K -$24.3K -544 -9%
AAM
934
Ascension Asset Management
New York
$244K -$4.7K -105 -2%
SCM
935
Salem Capital Management
Massachusetts
$243K -$11.1K -250 -4%
BRM
936
Boston Research & Management
Massachusetts
$243K +$31.2K +700 +15%
SGI
937
Summit Global Investments
Utah
$241K -$2.34M -52,337 -91%
DDC
938
DF Dent & Co
Maryland
$241K +$241K +5,399 New
CCM
939
Crossvault Capital Management
Texas
$240K – – –
MPI
940
Mairs & Power Inc
Minnesota
$240K +$240K +5,367 New
SSB
941
Sandy Spring Bank
Maryland
$239K -$44.6K -1,001 -16%
SFG
942
StrategIQ Financial Group
Indiana
$238K -$11.2K -250 -4%
AAM
943
American Asset Management
Florida
$238K +$26.8K +600 +13%
RIM
944
Redwood Investment Management
Arizona
$237K +$237K +5,313 New
SCA
945
Snowden Capital Advisors
New York
$236K +$41.7K +934 +21%
OIA
946
OneDigital Investment Advisors
Kansas
$236K -$2.86K -64 -1%
Jones Financial Companies
947
Jones Financial Companies
Missouri
$236K +$10.7K +239 +5%
FCAG
948
First Capital Advisors Group
New Jersey
$232K -$51.2K -1,145 -18%
FANJ
949
Financial Architects (New Jersey)
New Jersey
$232K -$982 -22 -0.4%
NEPPG
950
New England Professional Planning Group
Rhode Island
$231K +$23.1K +500 +11%
36 37
38
39 40