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Southern Company
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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 %
Creative Planning
201
Creative Planning
Kansas
$9.03M +$725K +15,075 +9%
SIM
202
Sadoff Investment Management
Wisconsin
$8.92M -$64.9K -1,350 -0.7%
BFG
203
Beacon Financial Group
Texas
$8.91M -$349K -7,262 -4%
URS
204
Utah Retirement Systems
Utah
$8.91M +$120K +2,500 +1%
DIA
205
Davidson Investment Advisors
Montana
$8.79M +$114K +2,368 +1%
HFS
206
HL Financial Services
Kentucky
$8.75M -$331K -6,891 -4%
LIM
207
Leavell Investment Management
Alabama
$8.56M -$595K -12,378 -7%
FAF
208
Fjarde Ap-fonden
Sweden
$8.56M +$1.44M +29,970 +20%
GIA
209
Gateway Investment Advisers
Ohio
$8.54M -$381K -7,919 -4%
Assenagon Asset Management
210
Assenagon Asset Management
Luxembourg
$8.4M +$203K +4,213 +2%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$8.29M +$228K +4,743 +3%
NPF
212
Norris Perne & French
Michigan
$8.22M +$111K +2,299 +1%
SI
213
Stephens Inc
Arkansas
$8.19M +$190K +3,956 +2%
ACC
214
Accident Compensation Corp
New Zealand
$8.11M -$476K -9,900 -6%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$8.06M -$379K -7,871 -4%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$8M -$9.85M -204,844 -55%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$7.74M -$158K -3,280 -2%
ATN
218
AMF Tjänstepension
Sweden
$7.72M -$649K -13,500 -8%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$7.71M +$134K +2,781 +2%
BC
220
Blackstart Capital
New York
$7.71M -$11M -229,658 -59%
EIM
221
ExxonMobil Investment Management
Texas
$7.67M -$1.1M -22,937 -13%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$7.67M -$3.84M -79,878 -33%
ZIG
223
Zurich Insurance Group
Switzerland
$7.65M +$1.51M +31,368 +25%
NIA
224
Northstar Investment Advisors
Colorado
$7.62M -$30.2K -629 -0.4%
WG
225
Winton Group
United Kingdom
$7.62M +$5.5M +114,456 +261%
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