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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 %
PCM
1076
Prelude Capital Management
New York
$61K +$61K +1,370 New
CPIG
1077
Chicago Partners Investment Group
Illinois
$59K -$31.2K -700 -35%
PSC
1078
Prentiss Smith & Co
Vermont
$58K +$8.92K +200 +18%
GSC
1079
G&S Capital
Colorado
$56K +$56K +1,250 New
AF
1080
Arrow Financial
New York
$55K +$9.96K +223 +22%
FQ
1081
First Quadrant
California
$54K – – –
ECM
1082
Estabrook Capital Management
New York
$53.6K – – –
PGWM
1083
Parisi Gray Wealth Management
New Jersey
$52K – – –
PO
1084
Private Ocean
California
$51K +$44.9K +1,006 +734%
TVWM
1085
Tower View Wealth Management
Wisconsin
$50K +$45 +1 +0.1%
AWM
1086
AllSquare Wealth Management
New York
$49K – – –
BWA
1087
Burt Wealth Advisors
Maryland
$49K +$315 +7 +0.6%
AIS
1088
AlphaOne Investment Services
Pennsylvania
$49K +$4.99K +112 +11%
OFW
1089
Omnia Family Wealth
Florida
$48K -$19K -423 -28%
MSA
1090
Marino Stram & Associates
Massachusetts
$48K -$4.94K -110 -9%
MIFH
1091
Migdal Insurance & Financial Holdings
Israel
$47K +$11.8K +266 +34%
SLF
1092
Sun Life Financial
Ontario, Canada
$46.5K -$799K -35,701 -95%
CWM
1093
Cranbrook Wealth Management
Michigan
$46K – – –
LWS
1094
Lucia Wealth Services
California
$46K +$46K +1,025 New
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$45K -$10.5K -238 -19%
ADL
1096
Asset Dedication LLC
California
$45K – – –
TWMP
1097
Taylor Wealth Management Partners
Massachusetts
$44K – – –
KA
1098
Kaizen Advisory
Illinois
$44K – – –
SFSIG
1099
San Francisco Sentry Investment Group
California
$43K -$22.2K -500 -34%
CG
1100
Cutler Group
California
$43K +$43K +982 New
42 43
44
45 46