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Southern Company
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Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$186M
2
Bank of America
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBI
976
Baxter Bros Inc
Connecticut
$208K -$9.24K -200 -4%
KWM
977
Kingsview Wealth Management
Oregon
$208K +$602 +13 +0.3%
RCM
978
Radnor Capital Management
Pennsylvania
$207K +$207K +4,465 New
TIM
979
Thompson Investment Management
Wisconsin
$206K +$206K +4,446 New
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K – – –
IHL
981
Investment House LLC
California
$202K +$202K +4,357 New
DAC
982
Dividend Assets Capital
South Carolina
$202K +$202K +4,360 New
SAM
983
Seelaus Asset Management
New Jersey
$202K +$202K +4,365 New
PFM
984
Parsec Financial Management
North Carolina
$202K +$202K +4,367 New
Capstone Investment Advisors
985
Capstone Investment Advisors
New York
$201K +$201K +4,345 New
WI
986
Wedgewood Investors
Pennsylvania
$201K +$201K +4,350 New
DWM
987
Dakota Wealth Management
Florida
$200K +$200K +4,320 New
MRCM
988
M&R Capital Management
New Jersey
$199K -$13.9K -300 -7%
SBL
989
Sargent Bickham Lagudis
Colorado
$186K -$47.5K -1,024 -20%
FMP
990
Financial Management Professionals
Texas
$185K – – –
RWA
991
Ropes Wealth Advisors
Massachusetts
$182K – – –
JCM
992
Jacobi Capital Management
Pennsylvania
$179K +$5.61K +121 +3%
RE
993
RBC Europe
United Kingdom
$178K – – –
FANJ
994
Financial Architects (New Jersey)
New Jersey
$175K -$65.5K -1,415 -27%
SAM
995
Shamrock Asset Management
Texas
$174K -$4.78K -103 -3%
EFSCE
996
Enterprise Financial Services Corp (EFSC)
Missouri
$171K +$14.2K +306 +9%
BWA
997
BDO Wealth Advisors
Florida
$171K +$28K +607 +20%
SNT
998
Security National Trust
West Virginia
$171K +$46.2K +1,000 +37%
CHP
999
Cable Hill Partners
Oregon
$165K +$462 +10 +0.3%
LNB
1000
Ledyard National Bank
$164K +$1.02K +22 +0.6%
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40
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