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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.

New
Increased
Maintained
Reduced
Closed
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 %
PCA
126
Personal Capital Advisors
California
$19.9M +$2.57M +53,536 +15%
ASRS
127
Arizona State Retirement System
Arizona
$19.6M +$680K +14,141 +4%
SAM
128
Shell Asset Management
Netherlands
$19.5M +$839K +17,446 +4%
PI
129
Putnam Investments
Massachusetts
$19.3M +$1.05M +21,790 +6%
ELC
130
Edgar Lomax Company
Virginia
$19.2M -$617K -12,830 -3%
SEI Investments
131
SEI Investments
Pennsylvania
$18.9M +$384K +7,986 +2%
MAM
132
Magellan Asset Management
Australia
$18.6M -$1.05M -21,756 -5%
Lord, Abbett & Co
133
Lord, Abbett & Co
New Jersey
$18.3M -$380K -7,900 -2%
WG
134
Welch Group
Alabama
$18.3M +$1.47M +30,516 +9%
ZP
135
Zimmer Partners
New York
$18.2M -$13.7M -284,400 -43%
EVM
136
Eaton Vance Management
Massachusetts
$18.2M -$520K -10,811 -3%
IC
137
InterOcean Capital
Illinois
$17.9M +$349K +7,259 +2%
RT
138
Rockland Trust
Massachusetts
$17.8M +$119K +2,471 +0.7%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$17.5M +$4.46M +92,692 +34%
AIA
140
Avalon Investment & Advisory
Texas
$17.3M -$1.24M -25,816 -7%
BTS
141
BB&T Securities
Virginia
$16.8M -$150K -3,124 -0.9%
DF
142
Donoghue Forlines
Massachusetts
$16.8M +$1.32M +27,439 +9%
WMSA
143
Weiss Multi-Strategy Advisers
New York
$16.7M -$13M -269,367 -44%
CDH
144
Charles D. Hyman
$16.6M +$457K +9,510 +3%
FCM
145
Flinton Capital Management
Pennsylvania
$16.3M -$881K -18,320 -5%
UCFA
146
United Capital Financial Advisors
Texas
$16.2M +$364K +7,534 +2%
US Bancorp
147
US Bancorp
Minnesota
$16.1M -$707K -14,711 -4%
JCM
148
Janney Capital Management
Pennsylvania
$15.7M -$15.5K -323 -0.1%
AIG
149
American International Group
New York
$15.5M +$1.19M +24,644 +8%
Two Sigma Advisers
150
Two Sigma Advisers
New York
$15.3M +$3.85M +79,976 +33%
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