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Southern Company
SO

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 %
EWF
976
Epstein & White Financial
California
$271K +$271K +5,825 New
WIA
977
Wealthstreet Investment Advisors
Texas
$269K +$269K +5,604 New
SFG
978
StrategIQ Financial Group
Indiana
$268K -$16K -334 -6%
ACI
979
Alpha Cubed Investments
California
$267K +$11.9K +248 +5%
RCM
980
RNC Capital Management
California
$267K +$35.9K +748 +16%
AAM
981
Ascension Asset Management
New York
$267K +$267K +5,558 New
FIB
982
First Interstate Bank
Montana
$266K -$79.7K -1,660 -23%
VAM
983
Verity Asset Management
North Carolina
$266K +$27K +590 +11%
BFA
984
Beaumont Financial Advisors
Massachusetts
$265K – – –
PAA
985
Peregrine Asset Advisers
Oregon
$264K – – –
Koshinski Asset Management
986
Koshinski Asset Management
Illinois
$262K +$10.1K +210 +4%
BRC
987
Bell Rock Capital
Delaware
$260K +$193 +4 +0.1%
HCM
988
Hodges Capital Management
Texas
$260K +$432 +9 +0.2%
CCM
989
Crossvault Capital Management
Texas
$258K – – –
OIA
990
OneDigital Investment Advisors
Kansas
$257K +$28.4K +592 +12%
WAAG
991
Wealth Alliance Advisory Group
Kansas
$255K +$255K +5,293 New
PG
992
Patten Group
Tennessee
$254K -$39.2K -817 -13%
VFP
993
Verus Financial Partners
Virginia
$253K +$253K +5,263 New
FANJ
994
Financial Architects (New Jersey)
New Jersey
$251K -$28.5K -593 -10%
CIC
995
Chilton Investment Company
Connecticut
$250K +$250K +5,200 New
AWM
996
Altavista Wealth Management
North Carolina
$248K +$48.1K +1,000 +24%
HDIM
997
Hanson & Doremus Investment Management
Vermont
$245K – – –
WA
998
WealthTrust Axiom
Pennsylvania
$244K – – –
CWM
999
Confluence Wealth Management
Oregon
$243K -$1.11K -23 -0.5%
Jones Financial Companies
1000
Jones Financial Companies
Missouri
$243K -$97 -2 -0%
38 39
40
41 42