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Southern Company
SO

Overview Fund Activity

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$366M
3
State Street
3
State Street
Massachusetts
$2.18B
4
BlackRock
4
BlackRock
New York
$2.99B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$457M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.47B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
CBOA
3
Commonwealth Bank of Australia
Australia
$95.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$267M
5
PAM
5
Panagora Asset Management
Massachusetts
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
301
Advisory Services Network
Georgia
$3.34M -$229K -5,214 -6%
SIG
302
Sky Investment Group
Connecticut
$3.34M -$111K -2,525 -3%
IFAM
303
Institutional & Family Asset Management
Colorado
$3.32M -$396K -9,016 -11%
MA
304
Marshwinds Advisory
Georgia
$3.3M -$157K -3,579 -5%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$3.28M -$108K -2,467 -3%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$3.26M +$11.9K +271 +0.4%
JPMPWA
307
J.P. Morgan Private Wealth Advisors
California
$3.24M -$134K -3,055 -4%
HB
308
Homrich & Berg
Georgia
$3.23M -$287K -6,536 -8%
OC
309
Oppenheimer & Co
New York
$3.21M -$31.9K -726 -1%
NWP
310
Northstar Wealth Partners
Connecticut
$3.14M -$4.96K -113 -0.2%
DRS
311
Deane Retirement Strategies
Louisiana
$3.13M +$3.13M +71,248 New
WFMPM
312
Woodley Farra Manion Portfolio Management
Indiana
$3.1M -$81K -1,844 -3%
HAM
313
Highstreet Asset Management
Ontario, Canada
$3.1M +$229K +5,214 +8%
PFP
314
Pinnacle Financial Partners
Tennessee
$3.04M -$322K -7,334 -10%
CA
315
Cetera Advisors
Colorado
$3.02M -$9.41K -214 -0.3%
MIA
316
MainStreet Investment Advisors
Illinois
$3.01M +$4.61K +105 +0.2%
SCM
317
Schnieders Capital Management
California
$2.98M +$133K +3,032 +5%
CPO
318
Cerity Partners OCIO
New York
$2.96M +$583K +13,262 +25%
CTC
319
Central Trust Company
Missouri
$2.95M +$101K +2,292 +4%
BA
320
Baugh & Associates
Georgia
$2.95M +$469K +10,687 +19%
TU
321
TDAM USA
Ontario, Canada
$2.93M -$664K -15,113 -18%
CGH
322
Crossmark Global Holdings
Texas
$2.92M -$556K -12,665 -16%
CCT
323
Chemung Canal Trust
New York
$2.91M +$2.01M +45,763 +225%
VV
324
Verity & Verity
South Carolina
$2.9M +$848K +19,298 +41%
SBWIC
325
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.89M -$87K -1,980 -3%
11 12
13
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