SO icon

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 %
GWS
1176
Glassman Wealth Services
Virginia
$6K +$6K +126 New
CGT
1177
Capital Guardian Trust
California
$5K +$5K +115 New
Nomura Holdings
1178
Nomura Holdings
Japan
$4.76K -$307 -6,881 -6%
MCM
1179
MV Capital Management
Maryland
$4K -$7.84K -196 -66%
LFA
1180
Legacy Financial Advisors
Kentucky
$4K -$2.25K -55 -36%
HIM
1181
Hillsdale Investment Management
Ontario, Canada
$4K – – –
AC
1182
Avestar Capital
New York
$3K -$3.3K -99 -52%
MPPLM
1183
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K -$2.03K -50 -40%
IDBONY
1184
Israel Discount Bank of New York
New York
$3K – – –
IAS
1185
INR Advisory Services
Pennsylvania
$3K – – –
SGAM
1186
Smith Group Asset Management
Texas
$3K – – –
WA
1187
WealthTrust-Arizona
Arizona
$3K +$48 +1 +2%
BCMIO
1188
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +75 New
SHJ
1189
Sharkey, Howes & Javer
Colorado
$3K +$3K +80 New
MIM
1190
Macroview Investment Management
Maryland
$2K +$2K +42 New
FCAS
1191
First Command Advisory Services
Texas
$1K -$2.33K -14 -70%
IF
1192
Ironwood Financial
Arizona
$1K – – –
ACM
1193
Aviance Capital Management
Florida
$1K +$1K +29 New
AFNAS
1194
American Financial Network Advisory Services
California
$204 -$101K -8,924 -100%
LM
1195
Luminus Management
Texas
– -$70.7M -1,469,630 Closed
Jennison Associates
1196
Jennison Associates
New York
– -$52.4M -1,089,946 Closed
CC
1197
Carlson Capital
Texas
– -$30.7M -638,978 Closed
Adage Capital Partners
1198
Adage Capital Partners
Massachusetts
– -$29.6M -614,764 Closed
QIM
1199
Quantitative Investment Management
Virginia
– -$26.1M -542,300 Closed
ZP
1200
Zimmer Partners
New York
– -$18.2M -379,135 Closed
46 47
48
49 50