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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 %
NAM
251
Nissay Asset Management
Japan
$5.08M +$114K +2,618 +2%
WIC
252
Woodmont Investment Counsel
Tennessee
$5.01M -$1.89M -43,267 -27%
SWMG
253
Signature Wealth Management Group
Georgia
$4.97M -$4.32M -94,221 -47%
TCM
254
Teza Capital Management
Illinois
$4.95M +$4.95M +113,477 New
RA
255
RFG Advisory
Alabama
$4.93M +$1.65M +36,423 +50%
SSA
256
Schonfeld Strategic Advisors
New York
$4.92M +$4.92M +112,900 New
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$4.84M +$31.9K +731 +0.7%
Skandinaviska Enskilda Banken (SEB)
258
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.84M -$8.72K -200 -0.2%
AMIM
259
Aull & Monroe Investment Management
Alabama
$4.83M -$5.76K -132 -0.1%
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$4.83M +$317K +6,953 +7%
FPB
261
First PREMIER Bank
South Dakota
$4.81M +$69.6K +1,596 +1%
CWM
262
Cahaba Wealth Management
Georgia
$4.81M +$182K +4,207 +4%
VHAM
263
Van Hulzen Asset Management
California
$4.75M +$309K +7,083 +7%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$4.72M -$1.77M -40,941 -27%
BCM
265
Buckhead Capital Management
Georgia
$4.7M -$5.45K -125 -0.1%
AWM
266
AE Wealth Management
Kansas
$4.69M +$2.06M +47,202 +78%
CIBC World Market
267
CIBC World Market
Ontario, Canada
$4.66M +$46.7K +1,071 +1%
KCM
268
Kanawha Capital Management
Virginia
$4.5M -$63.2K -1,450 -1%
AWM
269
Arbor Wealth Management
Florida
$4.5M +$1.27M +29,074 +39%
SAM
270
Securian Asset Management
Minnesota
$4.47M -$839K -19,234 -16%
KBC Group
271
KBC Group
Belgium
$4.44M +$659K +15,119 +17%
RJT
272
Raymond James Trust
Florida
$4.41M -$90.7K -2,080 -2%
FCI
273
Financial Counselors Inc
Kansas
$4.39M -$63.7K -1,460 -1%
MDCM
274
Morgan Dempsey Capital Management
Wisconsin
$4.39M -$181K -4,157 -4%
CAM
275
Carret Asset Management
New York
$4.36M +$436 +10 +0%
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