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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 %
QCG
951
Quadrant Capital Group
Ohio
$231K +$168K +3,898 +264%
BCP
952
Blue Chip Partners
Michigan
$228K -$1.81M -40,578 -89%
HDIM
953
Hanson & Doremus Investment Management
Vermont
$227K – – –
STA
954
Summit Trail Advisors
New York
$227K +$38.3K +1,697 +20%
WAP
955
Wealthcare Advisory Partners
Pennsylvania
$226K -$73.9K -1,652 -25%
FHC
956
First Heartland Consultants
Missouri
$226K -$30.8K -689 -12%
FBT
957
First Bankers Trust
Kentucky
$226K +$21.4K +480 +10%
PA
958
Parallel Advisors
California
$225K -$99.5K -2,222 -31%
SBL
959
Sargent Bickham Lagudis
Colorado
$225K -$38.5K -860 -15%
CWM
960
Confluence Wealth Management
Oregon
$225K -$1.16K -26 -0.5%
TG
961
TLP Group
Illinois
$225K +$225K +5,034 New
EWM
962
Elmwood Wealth Management
California
$223K +$223K +5,000 New
PVWM
963
Point View Wealth Management
New Jersey
$223K +$33.5K +748 +18%
MCWS
964
McKinley Carter Wealth Services
West Virginia
$221K +$221K +4,940 New
FDCDDQ
965
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K +$4.56K +102 +2%
FWIA
966
Fort Washington Investment Advisors
Ohio
$219K -$349K -7,815 -61%
LIC
967
Lodestar Investment Counsel
Illinois
$218K -$460K -10,300 -68%
CCM
968
Compton Capital Management
Rhode Island
$218K -$3.4K -76 -2%
TFA
969
Transamerica Financial Advisors
Florida
$217K -$1.94M -43,317 -90%
WA
970
WealthTrust Axiom
Pennsylvania
$216K -$11.3K -252 -5%
CAG
971
Csenge Advisory Group
Florida
$215K -$48.2K -1,079 -18%
RCM
972
RNC Capital Management
California
$215K -$33.4K -747 -13%
BC
973
Burleson & Co
California
$215K – – –
FFC
974
First Financial Corp
Indiana
$214K -$64.8K -1,450 -23%
LIM
975
Lathrop Investment Management
Arkansas
$214K – – –
37 38
39
40 41