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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 %
MHIM
951
MacNealy Hoover Investment Management
Ohio
$301K -$9.63K -200 -3%
WT
952
Washington Trust
Rhode Island
$301K – – –
GI
953
Gradient Investments
Minnesota
$301K +$57.9K +1,203 +24%
MWAC
954
Mariner Wealth Advisors (Cincinnati)
Ohio
$300K -$22.6K -470 -7%
FFC
955
First Financial Corp
Indiana
$300K -$12K -250 -4%
AWM
956
Aevitas Wealth Management
Massachusetts
$299K +$299K +6,227 New
VCM
957
Violich Capital Management
California
$298K -$75.4K -1,570 -20%
BC
958
Banced Corp
Illinois
$298K – – –
PIA
959
Peachtree Investment Advisors
Georgia
$294K – – –
Members Trust
960
Members Trust
Florida
$292K -$130K -2,704 -31%
MC
961
Middleton & Co
Massachusetts
$290K – – –
SCA
962
Stonebridge Capital Advisors
Minnesota
$289K -$15.1K -313 -5%
YMRC
963
Yorktown Management & Research Company
Virginia
$289K +$289K +6,000 New
DIM
964
DC Investments Management
Virginia
$289K +$289K +6,018 New
SBL
965
Sargent Bickham Lagudis
Colorado
$283K -$112K -2,322 -28%
KWM
966
Kingsview Wealth Management
Oregon
$283K +$7.01K +146 +3%
CAG
967
Csenge Advisory Group
Florida
$283K +$10.4K +217 +4%
UAS
968
United Asset Strategies
New York
$282K +$61.2K +1,275 +28%
WWM
969
Wagner Wealth Management
South Carolina
$281K +$281K +6,219 New
MA
970
Mutual Advisors
Nebraska
$277K +$277K +5,760 New
FCFS
971
First Command Financial Services
Texas
$276K – – –
FCB
972
First Command Bank
Texas
$276K – – –
FHC
973
First Heartland Consultants
Missouri
$276K +$8.12K +169 +3%
SCM
974
Salem Capital Management
Massachusetts
$274K -$14.4K -300 -5%
BAM
975
Belpointe Asset Management
Nevada
$272K -$146K -3,029 -35%
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