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Southern Company
SO

Overview Fund Activity

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.62B
2
Goldman Sachs
Goldman Sachs
New York
$577M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$803M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.53B
5
Morgan Stanley
Morgan Stanley
New York
$228M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$186M
2
Bank of America
Bank of America
North Carolina
$197M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$25.4M
5
H
Hexavest
Quebec, Canada
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
201
MN Services Vermogensbeheer
Netherlands
$7.43M +$116K +2,500 +2%
NIA
202
Northstar Investment Advisors
Colorado
$7.4M +$1.4M +30,337 +23%
ZIG
203
Zurich Insurance Group
Switzerland
$7.33M +$7.33M +158,263 New
WIC
204
Woodmont Investment Counsel
Tennessee
$7.33M -$28.7K -619 -0.4%
Truist Financial
205
Truist Financial
North Carolina
$7.3M +$52.7K +1,138 +0.7%
BCM
206
Brookstone Capital Management
Illinois
$7.29M -$564K -12,189 -7%
CWM
207
Cornerstone Wealth Management
Missouri
$7.25M +$7.07M +331,494 +4,020%
DnB Asset Management
208
DnB Asset Management
Norway
$7.16M +$468K +10,100 +7%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$7.09M -$170K -3,668 -2%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$7.07M +$175K +3,788 +3%
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$7.03M +$237K +5,113 +3%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$6.96M -$36K -778 -0.5%
B
213
Bridgeworth
Alabama
$6.94M -$169K -3,645 -2%
IAA
214
Independent Advisor Alliance
North Carolina
$6.76M +$561K +12,566 +9%
ProShare Advisors
215
ProShare Advisors
Maryland
$6.73M -$480K -10,371 -7%
AMG
216
Advisors Management Group
Wisconsin
$6.72M -$39.6K -855 -0.6%
HFS
217
HL Financial Services
Kentucky
$6.66M -$527K -11,383 -7%
MSA
218
Mason Street Advisors
Wisconsin
$6.57M +$69.5K +1,500 +1%
CAMG
219
CWA Asset Management Group
Florida
$6.54M +$805K +17,391 +14%
BFA
220
Bragg Financial Advisors
North Carolina
$6.44M +$83.2K +1,797 +1%
GW
221
GW & Wade
Massachusetts
$6.36M +$189K +4,081 +3%
FMLI
222
Fukoku Mutual Life Insurance
Japan
$6.34M +$27.8K +600 +0.4%
Bessemer Group
223
Bessemer Group
New Jersey
$6.29M -$9.63K -208 -0.2%
RCM
224
Riverhead Capital Management
Delaware
$6.28M +$998K +21,543 +19%
RT
225
Rockland Trust
Massachusetts
$6.21M -$12.4M -267,503 -67%
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