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Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$186M
2
Bank of America
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1151
Winch Advisory Services
Wisconsin
$9K -$7.08K -159 -44%
GFP
1152
Gryphon Financial Partners
Ohio
$9K -$2.17K -46 -19%
MCA
1153
Mercer Capital Advisers
New Jersey
$9K – – –
CFG
1154
CKW Financial Group
Hawaii
$9K – – –
CAL
1155
Capital Advisors Ltd
Ohio
$9K – – –
PK
1156
Pflug Koory
Nebraska
$8K – – –
GBBWRPM
1157
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
GWS
1158
Glassman Wealth Services
Virginia
$6K – – –
CI
1159
CX Institutional
Indiana
$6K +$6K +127 New
MCM
1160
MV Capital Management
Maryland
$5K – – –
LFA
1161
Legacy Financial Advisors
Kentucky
$5K – – –
CFC
1162
Coyle Financial Counsel
Illinois
$5K +$5K +102 New
AWM
1163
Avior Wealth Management
Nebraska
$4K -$80.7K -1,714 -95%
AS
1164
Altshuler Shaham
Israel
$4K -$14.5K -308 -78%
HIM
1165
Hillsdale Investment Management
Ontario, Canada
$4K +$211 +5 +6%
SGAM
1166
Smith Group Asset Management
Texas
$3K – – –
IDBONY
1167
Israel Discount Bank of New York
New York
$3K – – –
MPPLM
1168
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K – – –
WA
1169
WealthTrust-Arizona
Arizona
$3K +$47 +1 +2%
AC
1170
Avestar Capital
New York
$3K +$404 +14 +16%
PMG
1171
ProVise Management Group
Florida
$2.61K +$2 +50 +0.1%
MIM
1172
Macroview Investment Management
Maryland
$2K – – –
ME
1173
McIlrath & Eck
Washington
$2K +$2K +50 New
AIL
1174
AGF Investments LLC
Ontario, Canada
$1.61K -$89 -1,915 -5%
TFA
1175
Transamerica Financial Advisors
Florida
$1K -$230K -4,828 -100%
45 46
47
48 49