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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 %
MSL
176
Mackay Shields LLC
New York
$9.1M +$9.1M +203,718 New
EARNEST Partners
177
EARNEST Partners
Georgia
$9.1M +$307K +6,880 +3%
WIC
178
Willis Investment Counsel
Georgia
$8.92M +$53.6K +1,200 +0.6%
BG
179
Bollard Group
Massachusetts
$8.84M +$235K +5,259 +3%
RAM
180
RWC Asset Management
United Kingdom
$8.73M – – –
SIM
181
Sadoff Investment Management
Wisconsin
$8.5M +$211K +4,724 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
182
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.48M -$4.07M -91,103 -32%
Allianz Asset Management
183
Allianz Asset Management
Germany
$8.34M -$16.9M -378,472 -67%
Creative Planning
184
Creative Planning
Kansas
$8.33M -$51.8K -1,160 -0.6%
CWM
185
CIBC World Markets
New York
$8.29M -$769K -17,219 -8%
URS
186
Utah Retirement Systems
Utah
$8.29M +$13.4K +300 +0.2%
M&T Bank
187
M&T Bank
New York
$8.27M -$505K -11,311 -6%
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$8.2M -$1.93M -43,187 -19%
DIA
189
Davidson Investment Advisors
Montana
$8.17M +$7.33K +164 +0.1%
KeyBank National Association
190
KeyBank National Association
Ohio
$8.16M -$550K -12,311 -6%
FAF
191
Fjarde Ap-fonden
Sweden
$8.12M +$173K +3,884 +2%
TH
192
TCTC Holdings
Texas
$8.09M +$2.19M +48,955 +37%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$7.81M +$701K +15,880 +10%
NPF
194
Norris Perne & French
Michigan
$7.77M +$133K +2,971 +2%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$7.76M -$674K -15,094 -8%
CC
196
Cornerstone Capital
California
$7.74M +$948K +21,230 +14%
ACC
197
Accident Compensation Corp
New Zealand
$7.67M +$134K +3,000 +2%
BCM
198
Brookstone Capital Management
Illinois
$7.58M +$1.24M +27,718 +20%
CIBC Asset Management
199
CIBC Asset Management
Ontario, Canada
$7.34M +$174K +3,904 +2%
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
$7.2M -$600K -13,445 -8%
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