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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 %
BPC
1226
Banque Pictet & Cie
Switzerland
– -$962K -20,000 Closed
PNAA
1227
Pictet North America Advisors
Switzerland
– -$962K -20,000 Closed
OIM
1228
Opus Investment Management
Massachusetts
– -$952K -19,800 Closed
CA
1229
Continuum Advisory
Idaho
– -$861K -17,895 Closed
CC
1230
Cipher Capital
New York
– -$810K -16,837 Closed
MTIM
1231
Marathon Trading Investment Management
Pennsylvania
– -$798K -16,600 Closed
MLIC
1232
Mandatum Life Insurance Company
Finland
– -$713K -14,816 Closed
DS
1233
DRW Securities
Illinois
– -$676K -14,064 Closed
MA
1234
MANA Advisors
New York
– -$659K -13,710 Closed
CSS
1235
Cubist Systematic Strategies
Connecticut
– -$636K -13,220 Closed
PFS
1236
Physicians Financial Services
North Carolina
– -$565K -11,753 Closed
BCM
1237
Bayesian Capital Management
New York
– -$495K -10,300 Closed
GLA
1238
Great Lakes Advisors
Illinois
– -$475K -9,875 Closed
ECM
1239
Exchange Capital Management
Michigan
– -$459K -9,536 Closed
FIM
1240
Foresters Investment Management
New York
– -$448K -9,322 Closed
SI
1241
SII Investments
Wisconsin
– -$409K -8,499 Closed
PM
1242
Parametrica Management
Hong Kong
– -$403K -8,372 Closed
PI
1243
PineBridge Investments
New York
– -$351K -7,295 Closed
Capstone Investment Advisors
1244
Capstone Investment Advisors
New York
– -$349K -7,267 Closed
BWM
1245
BerganKDV Wealth Management
Minnesota
– -$340K -7,066 Closed
KM
1246
Kalos Management
Georgia
– -$334K -6,956 Closed
TC
1247
Telemus Capital
Michigan
– -$317K -6,588 Closed
MC
1248
Middleton & Co
Massachusetts
– -$290K -6,027 Closed
YMRC
1249
Yorktown Management & Research Company
Virginia
– -$289K -6,000 Closed
UAS
1250
United Asset Strategies
New York
– -$282K -5,874 Closed
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