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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 %
BFC
1001
Bedel Financial Consulting
Indiana
$174K +$174K +3,901 New
PG
1002
Patten Group
Tennessee
$172K -$43.9K -1,075 -20%
RE
1003
RBC Europe
United Kingdom
$171K – – –
SAM
1004
Shamrock Asset Management
Texas
$168K +$131 +3 +0.1%
JCM
1005
Jacobi Capital Management
Pennsylvania
$165K +$52.9K +1,201 +47%
CHP
1006
Cable Hill Partners
Oregon
$160K +$449 +10 +0.3%
GTAM
1007
Global Trust Asset Management
Florida
$158K – – –
LNB
1008
Ledyard National Bank
$157K -$2.23K -50 -1%
RFM
1009
Royal Fund Management
Florida
$155K +$32.5K +729 +27%
NIM
1010
NuWave Investment Management
New Jersey
$151K -$383K -8,557 -72%
EFSCE
1011
Enterprise Financial Services Corp (EFSC)
Missouri
$151K +$5.95K +133 +4%
KTC
1012
Kistler-Tiffany Companies
Pennsylvania
$146K -$757 -17 -0.5%
PFO
1013
Pathstone Family Office
New Jersey
$146K – – –
SWA
1014
Sutton Wealth Advisors
Florida
$142K – – –
MCM
1015
Manchester Capital Management
Vermont
$140K -$9.87K -221 -7%
BWA
1016
BDO Wealth Advisors
Florida
$138K -$6.38K -143 -4%
KLWA
1017
Kelly Lawrence W & Associates
California
$134K – – –
TC
1018
Trust Company
Kansas
$134K – – –
HR
1019
Howe & Rusling
New York
$133K +$106K +2,383 +398%
FIB
1020
First Interstate Bank
Montana
$132K -$115K -2,575 -46%
MA
1021
MCF Advisors
Kentucky
$122K +$178 +4 +0.1%
AIM
1022
Advantage Investment Management
Iowa
$120K – – –
SNT
1023
Security National Trust
West Virginia
$120K +$44.4K +1,000 +59%
BAM
1024
Barrett Asset Management
New York
$116K – – –
RCG
1025
Ruggie Capital Group
Florida
$115K – – –
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