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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.

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
1
Franklin Resources
California
$1.74B
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$414M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$661M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$163M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$78.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$163M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$40.3M 902,349 +281,058 +45%
ORIO
77
Old Republic International (ORI)
Illinois
$39.9M 894,500 +126,000 +16%
National Pension Service
78
National Pension Service
South Korea
$39.9M 892,908 +50,257 +6%
MIS
79
Morningstar Investment Services
Illinois
$38.9M 870,463 -163,738 -16%
Chevy Chase Trust
80
Chevy Chase Trust
Maryland
$38.8M 867,987 -20,624 -2%
AAMU
81
Amundi Asset Management US
Massachusetts
$38.4M 859,875 -88,699 -9%
AI
82
Ariel Investments
Illinois
$38.3M 858,043 -26,714 -3%
N
83
Natixis
France
$36.1M 807,328 +675,685 +513%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$36M 805,567 -1,044 -0.1%
AQR Capital Management
85
AQR Capital Management
Connecticut
$35.3M 790,248 -10,556 -1%
HAI
86
Hennessy Advisors Inc
California
$34.8M 780,200 -130,000 -14%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$33.4M 748,000 -672,000 -47%
EVM
88
Eaton Vance Management
Massachusetts
$32.9M 736,144 +358,610 +95%
EP
89
Elkfork Partners
Oregon
$32.9M 736,032 +15,878 +2%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$32.2M 720,663 -15,229 -2%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$31.3M 701,071 -41,092 -6%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.9M 692,195 -26,941 -4%
USAA
93
United Services Automobile Association
Texas
$30M 672,199 -2,525 -0.4%
O
94
OppenheimerFunds
New York
$27.5M 615,514 +3,085 +0.5%
GHCM
95
Glen Harbor Capital Management
California
$27.1M 606,144 +13,076 +2%
PCA
96
Personal Capital Advisors
California
$26.8M 600,515 +187,010 +45%
SO
97
STRS Ohio
Ohio
$25.8M 578,204 +2,430 +0.4%
AAM
98
Advisors Asset Management
Colorado
$25.7M 596,860 +20,607 +4%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$25.6M 573,241 +2,040 +0.4%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$25.5M 570,043 +110,508 +24%
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4
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