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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 %
BAM
1251
Belpointe Asset Management
Nevada
– -$272K -5,652 Closed
ACI
1252
Alpha Cubed Investments
California
– -$267K -5,553 Closed
Koshinski Asset Management
1253
Koshinski Asset Management
Illinois
– -$262K -5,449 Closed
CA
1254
Calton & Associates
Florida
– -$232K -5,236 Closed
CIC
1255
Chilton Investment Company
Connecticut
– -$250K -5,200 Closed
AWM
1256
Altavista Wealth Management
North Carolina
– -$248K -5,156 Closed
NFG
1257
Nadler Financial Group
Illinois
– -$238K -4,954 Closed
CCB
1258
Cutter & Co Brokerage
Missouri
– -$237K -4,921 Closed
SSWM
1259
Smith Salley Wealth Management
North Carolina
– -$233K -4,844 Closed
AFP
1260
Ausdal Financial Partners
Iowa
– -$231K -4,810 Closed
ACA
1261
Anchor Capital Advisors
Massachusetts
– -$228K -4,750 Closed
IHL
1262
Investment House LLC
California
– -$227K -4,725 Closed
DCM
1263
Delpha Capital Management
New York
– -$225K -4,679 Closed
QC
1264
QCM Cayman
Texas
– -$225K -4,670 Closed
BST
1265
Bath Savings Trust
Maine
– -$224K -4,650 Closed
WI
1266
Wedgewood Investors
Pennsylvania
– -$224K -4,650 Closed
BLAM
1267
Bourne Lent Asset Management
New York
– -$223K -4,631 Closed
MCM
1268
MAI Capital Management
Ohio
– -$219K -4,547 Closed
SFA
1269
Sequoia Financial Advisors
Ohio
– -$215K -4,475 Closed
DAC
1270
Dividend Assets Capital
South Carolina
– -$214K -4,460 Closed
CC
1271
Courier Capital
New York
– -$212K -4,408 Closed
TCM
1272
Tufton Capital Management
Maryland
– -$210K -4,373 Closed
SWA
1273
SFMG Wealth Advisors
Texas
– -$208K -4,331 Closed
MIC
1274
Meridian Investment Counsel
California
– -$204K -4,243 Closed
TIM
1275
Thompson Investment Management
Wisconsin
– -$204K -4,241 Closed
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