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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 %
SFA
1151
Spectrum Financial Alliance
Kentucky
$17K +$17K +400 New
WAS
1152
Winch Advisory Services
Wisconsin
$16K -$16.4K -369 -51%
HIIFS
1153
Harel Insurance Investments & Financial Services
Israel
$16K – – –
TCM
1154
Tradewinds Capital Management
Washington
$15K -$13.3K -300 -47%
AIM
1155
Arcadia Investment Management
Michigan
$15K +$15K +343 New
CA
1156
Centerpoint Advisors
Massachusetts
$14K – – –
HCM
1157
Highlander Capital Management
New Jersey
$14K – – –
RWP
1158
RWA Wealth Partners
Massachusetts
$14K +$14K +310 New
APSP
1159
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K – – –
PW
1160
Price Wealth
Texas
$12K +$2.44K +55 +25%
GFP
1161
Gryphon Financial Partners
Ohio
$10K -$3.97K -94 -28%
CTB
1162
Country Trust Bank
Illinois
$10K – – –
JAM
1163
Jolley Asset Management
North Carolina
$10K – – –
AWMS
1164
Advocacy Wealth Management Services
Georgia
$9K – – –
CAL
1165
Capital Advisors Ltd
Ohio
$9K – – –
CFG
1166
CKW Financial Group
Hawaii
$9K – – –
MCA
1167
Mercer Capital Advisers
New Jersey
$9K – – –
VNA
1168
Valley National Advisers
Pennsylvania
$9K – – –
LYV
1169
Live Your Vision
Pennsylvania
$9K – – –
GWA
1170
Guidant Wealth Advisors
Illinois
$9K +$705 +17 +9%
FRA
1171
Front Row Advisors
California
$8K – – –
PK
1172
Pflug Koory
Nebraska
$7K +$7K +165 New
AW
1173
Alpha Windward
Massachusetts
$6K – – –
OPWM
1174
Oak Point Wealth Management
Michigan
$6K +$48 +1 +0.8%
GBBWRPM
1175
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$6K +125 New
45 46
47
48 49