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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
+$152M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$82.7M
4
ZP
Zimmer Partners
New York
+$63.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$60.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$617M
2
Goldman Sachs
Goldman Sachs
New York
-$146M
3
CBOA
Commonwealth Bank of Australia
Australia
-$87.3M
4
EIP
Energy Income Partners
Connecticut
-$58.5M
5
CIC
Crawford Investment Counsel
Georgia
-$54.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$3.22M +$82.4K +1,891 +3%
DZ Bank
327
DZ Bank
Germany
$3.21M +$179K +4,100 +6%
UB
328
UMB Bank
Missouri
$3.2M +$953K +21,860 +42%
WFMPM
329
Woodley Farra Manion Portfolio Management
Indiana
$3.16M -$90.3K -2,071 -3%
Allianz Asset Management
330
Allianz Asset Management
Germany
$3.13M -$3.92M -89,849 -56%
NWP
331
Northstar Wealth Partners
Connecticut
$3.12M +$439K +10,073 +16%
IIM
332
Intact Investment Management
Quebec, Canada
$3.05M – – –
SS
333
Simplicity Solutions
Minnesota
$3.04M +$335K +7,680 +12%
FNT
334
First National Trust
Pennsylvania
$3.01M -$539K -12,361 -15%
CA
335
Cetera Advisors
Colorado
$3M +$136K +3,114 +5%
MIA
336
MainStreet Investment Advisors
Illinois
$2.99M +$105K +2,418 +4%
EIP
337
Energy Income Partners
Connecticut
$2.96M -$58.5M -1,342,902 -95%
SBWIC
338
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.95M -$6.54K -150 -0.2%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$2.94M -$19.7K -453 -0.7%
AIMCA
340
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.93M +$2.06M +47,200 +236%
SIM
341
Sentry Investment Management
Wisconsin
$2.91M – – –
HAM
342
Highstreet Asset Management
Ontario, Canada
$2.85M +$1.22M +27,966 +75%
WBC
343
Westpac Banking Corp
Australia
$2.84M – – –
CTC
344
Central Trust Company
Missouri
$2.83M -$463K -10,610 -14%
SCM
345
Schnieders Capital Management
California
$2.82M -$26.3K -603 -0.9%
WAM
346
World Asset Management
Michigan
$2.82M +$4.01K +92 +0.1%
DHFB
347
Dixon Hubard Feinour & Brown
Virginia
$2.74M -$43.6K -1,000 -2%
WB
348
WesBanco Bank
West Virginia
$2.73M -$79.6K -1,827 -3%
BB
349
Bell Bank
North Dakota
$2.65M -$119K -2,719 -4%
AF
350
Alerus Financial
North Dakota
$2.63M -$190K -4,361 -7%
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