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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 %
SFWA
1001
Summit Financial Wealth Advisors
Louisiana
$240K -$819 -17 -0.3%
IC
1002
Inverness Counsel
New York
$239K -$4.8K -100 -2%
CCM
1003
Compton Capital Management
Rhode Island
$238K – – –
Cerity Partners
1004
Cerity Partners
New York
$238K +$40.7K +847 +21%
NFG
1005
Nadler Financial Group
Illinois
$238K +$238K +4,954 New
CCB
1006
Cutter & Co Brokerage
Missouri
$237K +$241 +5 +0.1%
BIG
1007
Bellwether Investment Group
Tennessee
$234K +$911 +19 +0.4%
SSWM
1008
Smith Salley Wealth Management
North Carolina
$233K -$1.92K -40 -0.8%
Luther King Capital Management (LKCM)
1009
Luther King Capital Management (LKCM)
Texas
$232K – – –
BC
1010
Bartlett & Co
Ohio
$232K +$48 +1 +0%
CA
1011
Calton & Associates
Florida
$232K +$232K +5,236 New
FDCDDQ
1012
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$196K +4,068 +552%
AFP
1013
Ausdal Financial Partners
Iowa
$231K -$8.69K -181 -4%
LIM
1014
Lathrop Investment Management
Arkansas
$231K – – –
TWA
1015
TCI Wealth Advisors
Arizona
$231K – – –
BC
1016
Burleson & Co
California
$231K +$231K +4,810 New
AAM
1017
American Asset Management
Florida
$228K – – –
BRM
1018
Boston Research & Management
Massachusetts
$228K – – –
ACA
1019
Anchor Capital Advisors
Massachusetts
$228K – – –
IHL
1020
Investment House LLC
California
$227K +$96 +2 +0%
BBI
1021
Baxter Bros Inc
Connecticut
$226K -$4.81K -100 -2%
RB
1022
Rodgers Brothers
Pennsylvania
$226K – – –
QC
1023
QCM Cayman
Texas
$225K +$225K +4,670 New
DCM
1024
Delpha Capital Management
New York
$225K +$225K +4,679 New
WI
1025
Wedgewood Investors
Pennsylvania
$224K -$723 -15 -0.3%
39 40
41
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