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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
+$785M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$266M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$235M
4
Bank of America
Bank of America
North Carolina
+$135M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$125M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$271M
2
Ameriprise
Ameriprise
Minnesota
-$253M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$105M
4
Morgan Stanley
Morgan Stanley
New York
-$83.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gotham Asset Management
New York
$7.1M +$6.33M +141,755 +825%
WIC
202
Woodmont Investment Counsel
Tennessee
$7.09M +$2.72M +60,899 +62%
MSV
203
MN Services Vermogensbeheer
Netherlands
$7.05M +$138K +3,100 +2%
FAAS
204
First Allied Advisory Services
California
$7.03M +$430K +9,570 +7%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$7M +$67.7K +1,516 +1%
Truist Financial
206
Truist Financial
North Carolina
$6.99M +$251K +5,612 +4%
ProShare Advisors
207
ProShare Advisors
Maryland
$6.95M -$46.5K -1,041 -0.7%
HFS
208
HL Financial Services
Kentucky
$6.93M -$1.19M -26,636 -15%
Treasurer of the State of North Carolina
209
Treasurer of the State of North Carolina
North Carolina
$6.91M +$6.91M +154,663 New
EIM
210
ExxonMobil Investment Management
Texas
$6.89M -$234K -5,242 -3%
BRCM
211
Bright Rock Capital Management
Massachusetts
$6.89M +$1.12M +25,000 +19%
B
212
Bridgeworth
Alabama
$6.78M +$6.78M +153,497 New
Baird Financial Group
213
Baird Financial Group
Wisconsin
$6.75M -$945K -21,164 -12%
PIA
214
Piedmont Investment Advisors
North Carolina
$6.7M -$2.87M -64,339 -30%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$6.65M -$6.78M -146,713 -51%
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$6.65M -$503K -11,265 -7%
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$6.58M +$316K +7,046 +5%
AMG
218
Advisors Management Group
Wisconsin
$6.52M +$125K +2,794 +2%
NB
219
Norinchukin Bank
Japan
$6.51M +$614K +13,759 +10%
DnB Asset Management
220
DnB Asset Management
Norway
$6.45M +$567K +12,700 +10%
SAM
221
Sompo Asset Management
Japan
$6.31M -$46K -1,030 -0.7%
MSA
222
Mason Street Advisors
Wisconsin
$6.27M +$28.4K +637 +0.5%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$6.19M -$1.3M -29,006 -17%
IAA
224
Independent Advisor Alliance
North Carolina
$6.14M +$301K +6,805 +5%
BFA
225
Bragg Financial Advisors
North Carolina
$6.13M +$280K +6,263 +5%
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