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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 %
SFWA
976
Summit Financial Wealth Advisors
Louisiana
$210K -$12.6K -283 -6%
RB
977
Rodgers Brothers
Pennsylvania
$210K – – –
BBI
978
Baxter Bros Inc
Connecticut
$210K – – –
NSAM
979
North Star Asset Management
Wisconsin
$210K +$210K +4,704 New
CC
980
Chicago Capital
Illinois
$209K +$209K +4,680 New
BRC
981
Bell Rock Capital
Delaware
$208K -$33K -739 -14%
WP
982
WMS Partners
Maryland
$208K +$14K +313 +7%
IWM
983
IHT Wealth Management
Illinois
$207K -$266K -6,019 -56%
IC
984
Inverness Counsel
New York
$207K -$15.7K -350 -7%
TAM
985
Tiverton Asset Management
Delaware
$206K -$137K -3,070 -40%
Luther King Capital Management (LKCM)
986
Luther King Capital Management (LKCM)
Texas
$206K -$8.92K -200 -4%
DA
987
Doliver Advisors
Texas
$206K +$206K +4,605 New
RC
988
RegentAtlantic Capital
New Jersey
$205K -$87.4K -1,955 -30%
MRCM
989
M&R Capital Management
New Jersey
$205K +$17.8K +400 +10%
FWP
990
FAS Wealth Partners
Kansas
$204K +$10.6K +238 +5%
IIC
991
Integrated Investment Consultants
Michigan
$203K +$203K +4,546 New
PAM
992
Peak Asset Management
Colorado
$202K – – –
MHS
993
M Holdings Securities
Oregon
$202K +$202K +4,529 New
GHAM
994
Gilman Hill Asset Management
Connecticut
$201K +$201K +4,498 New
KWM
995
Kingsview Wealth Management
Oregon
$200K -$63K -1,411 -24%
AA
996
Altman Advisors
Illinois
$200K +$268 +6 +0.1%
LWCFA
997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K -$4.68K -105 -2%
WWM
998
Wagner Wealth Management
South Carolina
$188K -$90.4K -2,019 -32%
FMP
999
Financial Management Professionals
Texas
$179K – – –
RWA
1000
Ropes Wealth Advisors
Massachusetts
$175K +$8.93K +200 +5%
38 39
40
41 42