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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 %
DWT
1276
Dorsey & Whitney Trust
South Dakota
– -$208K -4,233 Closed
VWA
1277
V Wealth Advisors
Kansas
– -$206K -4,218 Closed
WA
1278
Wealth Architects
California
– -$204K -4,155 Closed
FAM
1279
Formidable Asset Management
Ohio
– -$203K -4,129 Closed
BEAM
1280
Baker Ellis Asset Management
Washington
– -$183K -3,720 Closed
BONST
1281
Bank of Nova Scotia Trust
Ontario, Canada
– -$147K -3,000 Closed
PCM
1282
Prelude Capital Management
New York
– -$127K -2,583 Closed
PHK
1283
Point72 Hong Kong
Hong Kong
– -$88K -1,788 Closed
NIC
1284
Northwest Investment Counselors
Oregon
– -$64K -1,309 Closed
CFA
1285
Camarda Financial Advisors
Florida
– -$57K -1,159 Closed
TI
1286
Truepoint Inc
Ohio
– -$56K -1,133 Closed
AC
1287
Alexandria Capital
Virginia
– -$43K -880 Closed
PAI
1288
Pittenger & Anderson Inc
Nebraska
– -$19K -396 Closed
MIC
1289
MU Investments Company
Japan
– -$17K -340 Closed
TCM
1290
TD Capital Management
Tennessee
– -$14K -276 Closed
DRS
1291
Deane Retirement Strategies
Louisiana
– -$12K -249 Closed
BDWM
1292
Brewin Dolphin Wealth Management
Ireland
– -$11.1K -225 Closed
CGT
1293
Capital Guardian Trust
California
– -$10K -210 Closed
MCIA
1294
Mountain Capital Investment Advisors
Colorado
– -$8K -166 Closed
PS
1295
Portfolio Solutions
Michigan
– -$7K -150 Closed
GBBWRPM
1296
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$6K -125 Closed
LA
1297
Legacy Advisors
Pennsylvania
– -$2K -60 Closed
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