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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 %
V
401
Veritable
Delaware
$2.14M +$18.3K +420 +0.9%
VCM
402
Virtue Capital Management
Tennessee
$2.14M +$1.32M +30,225 +161%
CA
403
Cullinan Associates
Kentucky
$2.13M -$188K -4,300 -8%
Tudor Investment Corp
404
Tudor Investment Corp
Connecticut
$2.13M +$2.13M +48,781 New
CHC
405
City Holding Co
West Virginia
$2.1M +$58.4K +1,340 +3%
MCM
406
Monument Capital Management
Virginia
$2.1M +$247K +5,668 +13%
RWM
407
Rench Wealth Management
Texas
$2.09M -$38.9K -892 -2%
SPC
408
Sigma Planning Corp
Michigan
$2.09M +$43.5K +998 +2%
JIR
409
James Investment Research
Ohio
$2.09M +$2.09M +47,960 New
MWM
410
Marietta Wealth Management
Georgia
$2.08M +$58.2K +1,336 +3%
Public Sector Pension Investment Board (PSP Investments)
411
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.07M -$375K -8,600 -15%
PS
412
Pensionfund Sabic
Netherlands
$2.07M -$480K -11,000 -19%
ECM
413
ETrade Capital Management
Virginia
$2.07M -$256K -5,863 -11%
S
414
SignatureFD
Georgia
$2.06M -$15.8K -362 -0.8%
VV
415
Verity & Verity
South Carolina
$2.04M +$41K +941 +2%
WSTAM
416
Wilbanks Smith & Thomas Asset Management
Virginia
$1.95M -$39K -894 -2%
MMHP
417
Murphy Middleton Hinkle & Parker
Georgia
$1.93M -$34.4K -789 -2%
HI
418
Horizon Investments
North Carolina
$1.89M +$246K +5,634 +15%
KRS
419
Kentucky Retirement Systems
Kentucky
$1.88M +$10.3K +236 +0.5%
CIC
420
Carnegie Investment Counsel
Ohio
$1.87M +$544K +11,586 +41%
DCM
421
Dupont Capital Management
Delaware
$1.86M -$68.7K -1,576 -4%
W
422
Wealthfront
California
$1.84M -$276K -6,340 -13%
ERSOT
423
Employees Retirement System of Texas
Texas
$1.83M – – –
ACM
424
Azimuth Capital Management
Michigan
$1.83M +$25.5K +585 +1%
WorldQuant Millennium Advisors
425
WorldQuant Millennium Advisors
New York
$1.83M +$61.2K +1,403 +3%
15 16
17
18 19