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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 %
WPA
1101
West Paces Advisors
Georgia
$41.3K – – –
WC
1102
Whitnell & Co
Illinois
$40K -$102K -2,250 -72%
PFGIA
1103
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$9.66K -220 -19%
MWM
1104
Mascoma Wealth Management
New Hampshire
$40K – – –
FMB
1105
Field & Main Bank
Kentucky
$40K – – –
CLOS
1106
Compagnie Lombard Odier SCmA
Switzerland
$39K +$39K +880 New
ML
1107
McAdam LLC
Pennsylvania
$38K +$38K +849 New
WWM
1108
Willingdon Wealth Management
North Carolina
$36K -$40.8K -926 -53%
WF
1109
WealthTrust Fairport
Ohio
$36K +$36K +800 New
CIM
1110
Centersquare Investment Management
Pennsylvania
$36K +$36K +800 New
MWM
1111
MinichMacGregor Wealth Management
New York
$35K – – –
WCM
1112
Whitener Capital Management
North Carolina
$35K +$35K +800 New
MFBTD
1113
MB Financial Bank - Trust Department
Illinois
$34K -$2.04K -46 -6%
CA
1114
Crewe Advisors
Utah
$31K – – –
DOA
1115
D'Orazio & Associates
Virginia
$31K +$2.17K +49 +8%
PA
1116
Perennial Advisors
New York
$30K -$8.82K -200 -23%
AAP
1117
Arax Advisory Partners
Colorado
$29K +$22.9K +527 +374%
AssetMark Inc
1118
AssetMark Inc
California
$28K -$19.3K -439 -41%
CIA
1119
Cascade Investment Advisors
Oregon
$26.8K – – –
RFWA
1120
RPg Family Wealth Advisory
Massachusetts
$26.8K +$8.93K +200 +50%
TFA
1121
Toth Financial Advisory
Virginia
$26K – – –
HAM
1122
Highstreet Asset Management
Ontario, Canada
$26K +$18.7K +416 +258%
POIA
1123
Pin Oak Investment Advisors
Texas
$25K +$7.74K +174 +45%
FFW
1124
Fusion Family Wealth
New York
$25K +$9.23K +205 +59%
MFT
1125
Moisand Fitzgerald Tamayo
Florida
$24K -$453 -10 -2%
43 44
45
46 47