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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 %
BST
1026
Bath Savings Trust
Maine
$224K +$14.5K +300 +7%
BLAM
1027
Bourne Lent Asset Management
New York
$223K – – –
FBT
1028
First Bankers Trust
Kentucky
$220K +$4.81K +100 +2%
MCM
1029
MAI Capital Management
Ohio
$219K – – –
PAM
1030
Peak Asset Management
Colorado
$218K -$9.62K -200 -4%
MGIA
1031
Moneta Group Investment Advisors
Missouri
$217K -$5.28K -110 -2%
RGC
1032
Roberts, Glore & Co
Illinois
$217K – – –
LWCFA
1033
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K – – –
SFA
1034
Sequoia Financial Advisors
Ohio
$215K +$6.82K +142 +3%
AA
1035
Altman Advisors
Illinois
$215K +$215K +4,467 New
DAC
1036
Dividend Assets Capital
South Carolina
$214K +$4.8K +100 +2%
CC
1037
Courier Capital
New York
$212K -$4.81K -100 -2%
KB
1038
Kimelman & Baird
New York
$212K +$9.9K +206 +5%
CBU
1039
CIBC Bank USA
Illinois
$211K -$26.3K -546 -11%
TCM
1040
Tufton Capital Management
Maryland
$210K – – –
NEPPG
1041
New England Professional Planning Group
Rhode Island
$210K +$210K +4,502 New
SCA
1042
Snowden Capital Advisors
New York
$210K +$210K +4,358 New
WP
1043
WMS Partners
Maryland
$209K +$2.4K +50 +1%
SWA
1044
SFMG Wealth Advisors
Texas
$208K -$39.3K -819 -16%
FWP
1045
FAS Wealth Partners
Kansas
$208K +$1.92K +40 +0.9%
TIM
1046
Thompson Investment Management
Wisconsin
$204K – – –
MIC
1047
Meridian Investment Counsel
California
$204K – – –
PVWM
1048
Point View Wealth Management
New Jersey
$204K +$204K +4,235 New
SWM
1049
SVA Wealth Management
Wisconsin
$202K -$110K -2,288 -35%
MRCM
1050
M&R Capital Management
New Jersey
$202K +$50.5K +1,050 +33%
40 41
42
43 44