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Southern Company
SO

Overview Fund Activity

1,232 hedge funds and large institutions have $27.4B invested in Southern Company in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 461 increasing their positions, 451 reducing their positions, and 65 closing their positions.

Holders
1,232
Holders Change
+75
Holders Change %
+6.48%
% of All Funds
27.98%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
149
Increased
461
Reduced
451
Closed
65
Calls
$211M
Puts
$209M
Net Calls
+$2.34M
Net Calls Change
-$109M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$458M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$312M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$929M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.72B
5
LM
5
Luminus Management
Texas
$70.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
Ameriprise
2
Ameriprise
Minnesota
$390M
3
Norges Bank
3
Norges Bank
Norway
$303M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Franklin Resources
5
Franklin Resources
California
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1251
Wealth Enhancement Advisory Services
Minnesota
– -$894K -18,024 Closed
AP
1252
AHL Partners
United Kingdom
– -$855K -17,387 Closed
NIMI
1253
Natixis Investment Managers International
France
– -$751K -15,284 Closed
QSS
1254
Quantitative Systematic Strategies
Florida
– -$750K -15,266 Closed
IFWM
1255
Institute for Wealth Management
Colorado
– -$711K -14,331 Closed
SMG
1256
Spectrum Management Group
Indiana
– -$678K -13,800 Closed
ZB
1257
Zions Bancorporation
Utah
– -$651K -13,245 Closed
ANI
1258
American National Insurance
Texas
– -$628K -12,774 Closed
D.E. Shaw & Co
1259
D.E. Shaw & Co
New York
– -$540K -10,983 Closed
AL
1260
Aspiriant LLC
California
– -$531K -10,797 Closed
CG
1261
Cutler Group
California
– -$511K -10,417 Closed
TI
1262
Trexquant Investment
Connecticut
– -$469K -9,548 Closed
NJBEST
1263
New Jersey Better Educational Savings Trust
New Jersey
– -$442K -9,000 Closed
LWMT
1264
Legacy Wealth Management (Tennessee)
Tennessee
– -$361K -7,352 Closed
ACM
1265
AlphaStar Capital Management
North Carolina
– -$302K -6,142 Closed
CCT
1266
Capital City Trust
Florida
– -$275K -5,750 Closed
TTWM
1267
TCV Trust & Wealth Management
Virginia
– -$277K -5,636 Closed
EB
1268
Eastern Bank
Massachusetts
– -$276K -5,614 Closed
RMCM
1269
Reynders McVeigh Capital Management
Massachusetts
– -$240K -4,893 Closed
EMG
1270
Ellington Management Group
Connecticut
– -$226K -4,600 Closed
BFM
1271
Boothbay Fund Management
New York
– -$225K -4,578 Closed
B
1272
Bridgeworth
Alabama
– -$222K -4,513 Closed
FMC
1273
First Merchants Corp
Indiana
– -$216K -4,400 Closed
AIA
1274
Allegis Investment Advisors
Idaho
– -$213K -4,336 Closed
FWCM
1275
Ferguson Wellman Capital Management
Oregon
– -$213K -4,329 Closed
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