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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 %
LFG
1051
LifePlan Financial Group
Ohio
$78K +$78K +1,741 New
ABA
1052
American Beacon Advisors
Texas
$77K +$8.4K +189 +12%
Carson Wealth (CWM LLC)
1053
Carson Wealth (CWM LLC)
Nebraska
$77K +$8.54K +191 +12%
ARMC
1054
American Research & Management Company
Massachusetts
$75K -$76.3K -1,700 -50%
DBT
1055
Dubuque Bank & Trust
Iowa
$75K +$27.5K +620 +58%
FCMT
1056
Founders Capital Management (Texas)
Texas
$74K -$51.4K -1,150 -41%
CIP
1057
Convergence Investment Partners
Florida
$74K +$74K +1,658 New
WAM
1058
Wolverine Asset Management
Illinois
$72K -$217K -4,917 -75%
MBT
1059
Monroe Bank & Trust
Michigan
$71K -$6.66K -150 -9%
HS
1060
Horan Securities
United States
$71K – – –
MOS
1061
MGO One Seven
Ohio
$69K -$29.9K -665 -30%
WB
1062
Webster Bank
Connecticut
$69K – – –
BA
1063
Ballew Advisors
Mississippi
$69K +$69K +1,553 New
WTC
1064
WhitTier Trust Company
Nevada
$68K -$20.5K -459 -23%
JFA
1065
JNBA Financial Advisors
Minnesota
$66K – – –
NWM
1066
Northwest Wealth Management
Iowa
$66K +$66K +1,486 New
LF
1067
Lee Financial
Texas
$65K +$36K +808 +124%
PCM
1068
Princeton Capital Management
New Jersey
$65K +$65K +1,465 New
SIM
1069
Sonora Investment Management
Arizona
$64.8K +$45.9K +1,028 +244%
ECM
1070
EII Capital Management
New York
$64K +$64K +1,429 New
JGIA
1071
Jackson Grant Investment Advisers
Connecticut
$63K -$44K -992 -41%
JWA
1072
JFS Wealth Advisors
Pennsylvania
$63K -$13.3K -300 -17%
PCTC
1073
Perkins Coie Trust Company
Washington
$63K – – –
Simplex Trading
1074
Simplex Trading
Illinois
$63K +$63K +1,416 New
BWM
1075
Baystate Wealth Management
Massachusetts
$61K – – –
41 42
43
44 45