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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.

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
1
Franklin Resources
California
$1.74B
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$414M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$661M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$163M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$78.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$163M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$25.3M 566,350 -50,928 -8%
SB
102
Suntrust Banks
Georgia
$24.8M 555,713 +127,182 +30%
BCIM
103
British Columbia Investment Management
British Columbia, Canada
$24.3M 544,921 -53,827 -9%
WG
104
Welch Group
Alabama
$23.4M 524,975 +144,024 +38%
AG
105
Aperio Group
California
$23.3M 521,946 +32,547 +7%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$22.8M 510,473 -1,614,964 -76%
Aviva
107
Aviva
United Kingdom
$22.6M 506,950 -46,834 -8%
MAM
108
Magellan Asset Management
Australia
$22M 492,873 +106,894 +28%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$21.5M 481,614 -4,756 -1%
VDI
110
Vaughan David Investments
Illinois
$21.4M 479,161 +18,156 +4%
MCIM
111
Meadow Creek Investment Management
Georgia
$21.3M 476,256 +10,274 +2%
ELC
112
Edgar Lomax Company
Virginia
$21M 470,700 +70,500 +18%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$21M 469,891 +49,248 +12%
GF
114
Gabelli Funds
New York
$20.4M 457,000 – –
RFC
115
Regions Financial Corp
Alabama
$20.3M 454,792 -82,794 -15%
HighTower Advisors
116
HighTower Advisors
Illinois
$20.2M 451,702 +26,392 +6%
PR
117
Payden & Rygel
California
$19.9M 445,800 – –
APG Asset Management
118
APG Asset Management
Netherlands
$19.6M 539,169 -1,362,807 -72%
IC
119
InterOcean Capital
Illinois
$19.4M 433,481 +61,902 +17%
BTS
120
BB&T Securities
Virginia
$19.3M 431,579 +81,494 +23%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$19M 425,574 -10,078 -2%
GFPC
122
Global Financial Private Capital
Florida
$19M 424,983 +113,742 +37%
ASRS
123
Arizona State Retirement System
Arizona
$19M 424,534 +17,500 +4%
ACI
124
AMP Capital Investors
Australia
$18.8M 421,287 +1,575 +0.4%
SAM
125
Shell Asset Management
Netherlands
$18.7M 418,947 +13,318 +3%
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5
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