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

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$186M
2
Bank of America
2
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
5
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
1201
Sciencast Management
New Jersey
– -$615K -13,412 Closed
Verition Fund Management
1202
Verition Fund Management
Connecticut
– -$497K -11,135 Closed
DTL
1203
Dynamic Technology Lab
Singapore
– -$490K -10,988 Closed
KF
1204
Krilogy Financial
Missouri
– -$481K -10,773 Closed
GH
1205
GAM Holding
Switzerland
– -$478K -10,700 Closed
IG
1206
ING Group
Netherlands
– -$464K -10,400 Closed
NFA
1207
Nuveen Fund Advisors
Illinois
– -$463K -10,372 Closed
JT
1208
Jump Trading
Illinois
– -$456K -10,205 Closed
PAG
1209
Pinnacle Advisory Group
Maryland
– -$453K -10,147 Closed
STA
1210
Summit Trail Advisors
New York
– -$227K -10,051 Closed
GIM
1211
Greylin Investment Management
Virginia
– -$408K -9,137 Closed
Walleye Trading
1212
Walleye Trading
New York
– -$366K -8,204 Closed
CC
1213
Cadinha & Co
Hawaii
– -$366K -8,200 Closed
KI
1214
Koch Industries
Kansas
– -$366K -8,197 Closed
BIAS
1215
Beacon Investment Advisory Services
New Jersey
– -$334K -7,480 Closed
PHIMC
1216
Private Harbour Investment Management & Counsel
Ohio
– -$303K -6,775 Closed
SWM
1217
SVA Wealth Management
Wisconsin
– -$319K -6,488 Closed
RIG
1218
Roosevelt Investment Group
New York
– -$267K -5,983 Closed
KFA
1219
Kays Financial Advisory
Georgia
– -$262K -5,873 Closed
BSAM
1220
Blue Sky Asset Management
Colorado
– -$255K -5,712 Closed
SGI
1221
Summit Global Investments
Utah
– -$241K -5,399 Closed
TG
1222
TLP Group
Illinois
– -$225K -5,034 Closed
WP
1223
WMS Partners
Maryland
– -$208K -4,663 Closed
IC
1224
Inverness Counsel
New York
– -$207K -4,628 Closed
FWP
1225
FAS Wealth Partners
Kansas
– -$204K -4,568 Closed
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