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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
$1.74B
2
Nordea Investment Management
Nordea Investment Management
Sweden
$414M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$661M
4
Bank of America
Bank of America
North Carolina
$307M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$163M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
2
Ameriprise
Ameriprise
Minnesota
$109M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$78.1M
4
Morgan Stanley
Morgan Stanley
New York
$163M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$11.1M +$494K +11,051 +5%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$10.8M -$5.47M -122,554 -34%
VRS
153
Virginia Retirement Systems
Virginia
$10.8M – – –
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$10.7M +$832K +18,629 +8%
BAM
155
Bruderman Asset Management
New York
$10.7M -$1.76M -39,448 -14%
FFIC
156
First Fiduciary Investment Counsel
Ohio
$10.6M +$823K +18,418 +8%
HIMCH
157
Hartford Investment Management Co (HIMCO)
Connecticut
$10.5M -$812K -18,172 -7%
TU
158
TDAM USA
Ontario, Canada
$10.4M -$299K -6,703 -3%
SG Americas Securities
159
SG Americas Securities
New York
$10.3M +$5.8M +129,795 +129%
NPA
160
Nichols & Pratt Advisers
Massachusetts
$10.3M +$34.2K +765 +0.3%
CAI
161
Capital Advisors Inc
Oklahoma
$10.2M -$2.42M -54,167 -19%
SI
162
Stephens Inc
Arkansas
$10.2M +$2.59M +57,890 +34%
HNB
163
Huntington National Bank
Ohio
$10.1M -$1.25M -28,028 -11%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$9.92M -$2.28M -51,163 -19%
GHA
165
GW Henssler & Associates
Georgia
$9.91M +$88.1K +1,973 +0.9%
Lord, Abbett & Co
166
Lord, Abbett & Co
New Jersey
$9.89M -$7.14M -159,900 -42%
SWMG
167
Signature Wealth Management Group
Georgia
$9.81M -$56.9K -1,273 -0.6%
AG
168
Advisor Group
Arizona
$9.75M -$669K -14,977 -6%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$9.71M – – –
Man Group
170
Man Group
United Kingdom
$9.71M +$9.71M +217,308 New
American Century Companies
171
American Century Companies
Missouri
$9.68M -$2.36M -52,951 -20%
DILIC
172
Dai-ichi Life Insurance Company
Japan
$9.63M +$2.2M +49,251 +30%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$9.2M -$2.59M -57,891 -22%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$9.14M +$606K +13,579 +7%
GXMC
175
Global X Management Company
New York
$9.13M +$618K +13,837 +7%
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