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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 %
CT
1026
Clearstead Trust
Maine
$112K -$366K -8,185 -77%
VIA
1027
Vantage Investment Advisors
Pennsylvania
$112K -$73.6K -1,655 -40%
AIM
1028
Acropolis Investment Management
Missouri
$111K -$13K -293 -11%
KPCM
1029
Kings Point Capital Management
New York
$110K -$38.7K -865 -26%
AA
1030
AlphaMark Advisors
Kentucky
$108K +$762 +17 +0.7%
RPG
1031
Risk Paradigm Group
Texas
$107K -$2.59K -58 -2%
GLI
1032
Guardian Life Insurance
New York
$103K -$41.2K -925 -29%
FMTCOCP
1033
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K – – –
OFS
1034
Orrstown Financial Services
Pennsylvania
$100K +$4.44K +100 +5%
SFM
1035
Signet Financial Management
New Jersey
$100K +$100K +2,238 New
WDL
1036
Well Done LLC
Michigan
$100K +$100K +2,244 New
CAGAS
1037
Capital Advisory Group Advisory Services
Minnesota
$94K +$94K +2,122 New
VCM
1038
Versant Capital Management
Arizona
$93K -$36.6K -820 -28%
CPA
1039
Clear Perspective Advisors
Illinois
$93K -$16.7K -375 -15%
NL
1040
NVWM LLC
Pennsylvania
$91K -$32K -720 -26%
FWM
1041
Focused Wealth Management
New York
$86K -$14.9K -334 -15%
FPS
1042
Fieldpoint Private Securities
Connecticut
$83K – – –
WT
1043
Whittier Trust
California
$83K – – –
SIS
1044
Sound Income Strategies
Florida
$83K +$76.2K +1,701 +1,119%
Acadian Asset Management
1045
Acadian Asset Management
Massachusetts
$82K -$263K -5,855 -76%
S
1046
SignatureFD
Georgia
$80K -$2M -44,569 -96%
AWM
1047
Avior Wealth Management
Nebraska
$80K -$4K -90 -5%
TFO
1048
Tarbox Family Office
California
$80K +$1.47K +33 +2%
BWL
1049
Bogart Wealth LLC
Virginia
$79K -$40.9K -910 -34%
NSB
1050
Norway Savings Bank
Maine
$79K +$15.2K +341 +24%
40 41
42
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