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Southern Company
SO

Overview Fund Activity

1,181 hedge funds and large institutions have $25.7B invested in Southern Company in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 420 increasing their positions, 484 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
93
Increased
420
Reduced
484
Closed
82
Calls
$281M
Puts
$203M
Net Calls
+$78.4M
Net Calls Change
-$38.4M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$210M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.66B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$376M
4
ZP
Zimmer Partners
New York
$63.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$216M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$251M
2
Goldman Sachs
Goldman Sachs
New York
$397M
3
CBOA
Commonwealth Bank of Australia
Australia
$276M
4
EIP
Energy Income Partners
Connecticut
$2.96M
5
CIC
Crawford Investment Counsel
Georgia
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
226
Advisors Management Group
Wisconsin
$6.36M +$28.7K +659 +0.5%
B
227
Bridgeworth
Alabama
$6.34M +$10.2K +241 +0.2%
BFA
228
Bragg Financial Advisors
North Carolina
$6.22M +$156K +3,570 +3%
MSA
229
Mason Street Advisors
Wisconsin
$6.22M +$27.6K +632 +0.4%
QIM
230
Quantitative Investment Management
Virginia
$6.11M +$6.11M +140,100 New
GW
231
GW & Wade
Massachusetts
$6.11M +$123K +2,812 +2%
Axa
232
Axa
France
$6M +$203K +4,664 +4%
FMLI
233
Fukoku Mutual Life Insurance
Japan
$5.99M +$21.8K +500 +0.4%
OAM
234
Oxford Asset Management
United Kingdom
$5.92M +$5.92M +136,144 New
RCM
235
Riverhead Capital Management
Delaware
$5.9M -$15.8K -362 -0.3%
MOACM
236
Mutual of America Capital Management
New York
$5.71M +$23.5K +540 +0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
237
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.7M -$3.22M -73,742 -36%
EIA
238
Edgemoor Investment Advisors
Maryland
$5.65M -$39.5K -906 -0.7%
GIA
239
Gateway Investment Advisers
Ohio
$5.6M -$79.9K -1,833 -1%
GWM
240
Geneos Wealth Management
Colorado
$5.57M +$198K +4,539 +4%
AB
241
Amalgamated Bank
New York
$5.55M -$133K -3,046 -2%
RT
242
Rockland Trust
Massachusetts
$5.5M -$339K -7,765 -6%
LIM
243
Leavell Investment Management
Alabama
$5.49M -$1.53K -35 -0%
ERIM
244
Eagle Ridge Investment Management
Connecticut
$5.4M +$17.8K +408 +0.3%
BFG
245
Beacon Financial Group
Texas
$5.35M -$188K -4,304 -3%
PI
246
PineBridge Investments
New York
$5.34M +$5.34M +122,523 New
PI
247
Putnam Investments
Massachusetts
$5.27M +$2.12M +48,617 +67%
ProShare Advisors
248
ProShare Advisors
Maryland
$5.2M -$1.13M -25,925 -18%
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
$5.19M -$3.72M -85,348 -42%
ABC
250
Associated Banc-Corp
Wisconsin
$5.18M -$6.19K -142 -0.1%
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