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Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$186M
2
Bank of America
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
926
Stonebridge Capital Advisors
Minnesota
$253K – – –
AAM
927
Ascension Asset Management
New York
$253K +$232 +5 +0.1%
TWA
928
TCI Wealth Advisors
Arizona
$251K -$7.96K -172 -3%
DDC
929
DF Dent & Co
Maryland
$250K – – –
CAM
930
CenterStar Asset Management
Illinois
$249K – – –
SCA
931
Snowden Capital Advisors
New York
$248K +$2.96K +64 +1%
PAA
932
Peregrine Asset Advisers
Oregon
$245K – – –
ZAM
933
Zevin Asset Management
Massachusetts
$245K +$245K +5,300 New
RA
934
Rational Advisors
New York
$242K -$143K -3,095 -37%
TSW
935
Thompson Siegel & Walmsley
Virginia
$242K -$11.3K -245 -4%
MPI
936
Mairs & Power Inc
Minnesota
$242K -$6.96K -150 -3%
FCAG
937
First Capital Advisors Group
New Jersey
$242K +$1.25K +27 +0.5%
Squarepoint
938
Squarepoint
New York
$240K -$615K -13,262 -72%
RIM
939
Redwood Investment Management
Arizona
$237K -$9.08K -196 -4%
PVWM
940
Point View Wealth Management
New Jersey
$237K +$5.94K +128 +3%
HDIM
941
Hanson & Doremus Investment Management
Vermont
$236K – – –
PA
942
Parallel Advisors
California
$236K +$3.42K +74 +1%
CAG
943
Csenge Advisory Group
Florida
$235K +$11.4K +246 +5%
SCM
944
Salem Capital Management
Massachusetts
$234K -$18.5K -400 -7%
ACA
945
Anchor Capital Advisors
Massachusetts
$234K +$234K +5,050 New
NEPPG
946
New England Professional Planning Group
Rhode Island
$233K – – –
CC
947
Chicago Capital
Illinois
$233K +$16.2K +350 +7%
FHC
948
First Heartland Consultants
Missouri
$232K -$2.27K -49 -1%
EWM
949
Elmwood Wealth Management
California
$232K – – –
MHIC
950
Marble Harbor Investment Counsel
Massachusetts
$231K -$87.9K -1,900 -28%
36 37
38
39 40