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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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$11.5M +$1.01M +21,004 +10%
AG
177
Advisor Group
Arizona
$11.2M +$879K +18,267 +9%
NPA
178
Nichols & Pratt Advisers
Massachusetts
$11M +$106K +2,200 +1%
CA
179
Commerzbank Aktiengesellschaft
Germany
$11M +$4.49M +93,316 +69%
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$10.9M +$126K +2,611 +1%
JG
181
Jefferies Group
New York
$10.8M +$9.15M +190,175 +543%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$10.7M +$174K +3,625 +2%
SWMG
183
Signature Wealth Management Group
Georgia
$10.6M +$10.6M +220,959 New
GHA
184
GW Henssler & Associates
Georgia
$10.6M +$478K +9,935 +5%
FFIC
185
First Fiduciary Investment Counsel
Ohio
$10.5M -$317K -6,590 -3%
CCMH
186
Cornerstone Capital Management Holdings
New York
$10.5M +$904K +18,794 +9%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$10.5M -$195K -4,058 -2%
PIA
188
Piedmont Investment Advisors
North Carolina
$10.3M -$33.4K -695 -0.3%
OTPPB
189
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.79M -$59.4K -1,236 -0.6%
CWM
190
CIBC World Markets
New York
$9.76M +$2.76M +57,332 +39%
QAM
191
QCI Asset Management
New York
$9.59M +$398K +8,275 +4%
WIC
192
Willis Investment Counsel
Georgia
$9.54M +$173K +3,600 +2%
EARNEST Partners
193
EARNEST Partners
Georgia
$9.46M -$489K -10,169 -5%
M&T Bank
194
M&T Bank
New York
$9.45M -$274K -5,703 -3%
RAM
195
RWC Asset Management
United Kingdom
$9.4M – – –
KeyBank National Association
196
KeyBank National Association
Ohio
$9.38M -$585K -12,154 -6%
BG
197
Bollard Group
Massachusetts
$9.27M +$156K +3,237 +2%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$9.19M +$914 +19 +0%
GXMC
199
Global X Management Company
New York
$9.16M +$40.8K +849 +0.4%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$9.08M +$762K +15,843 +9%
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