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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.47B
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
CBOA
Commonwealth Bank of Australia
Australia
$95.7M
4
Goldman Sachs
Goldman Sachs
New York
$267M
5
PAM
Panagora Asset Management
Massachusetts
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
401
Mariner
Kansas
$1.87M +$730K +16,628 +64%
MIAN
402
Mariner Independent Advisor Network
Kansas
$1.87M +$135K +2,926 +8%
ERSOT
403
Employees Retirement System of Texas
Texas
$1.85M – – –
ACM
404
Azimuth Capital Management
Michigan
$1.82M -$26.8K -610 -1%
MBTD
405
Mechanics Bank - Trust Department
California
$1.8M -$22K -500 -1%
ATC
406
Argent Trust Co
Tennessee
$1.76M +$149K +3,393 +9%
ACM
407
Argyle Capital Management
Pennsylvania
$1.76M +$132K +3,000 +8%
GG
408
Greenwood Gearhart
Arkansas
$1.74M +$252K +5,742 +17%
AIA
409
Armor Investment Advisors
North Carolina
$1.74M -$53.6K -1,221 -3%
BKA
410
Brick & Kyle Associates
Pennsylvania
$1.72M +$1.72M +39,094 New
CAM
411
Cozad Asset Management
Illinois
$1.71M +$3.91K +89 +0.2%
FLI
412
Family Legacy Inc
South Carolina
$1.71M -$2.2K -50 -0.1%
DC
413
Davenport & Co
Virginia
$1.69M -$99.2K -2,258 -6%
MWM
414
Marietta Wealth Management
Georgia
$1.68M -$414K -9,424 -20%
PA
415
Pinnacle Associates
New York
$1.67M +$23.3K +531 +1%
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$1.66M +$47.7K +1,087 +3%
Daiwa Securities Group
417
Daiwa Securities Group
Japan
$1.65M +$59.3K +1,350 +4%
MMPW
418
Mitchell McLeod Pugh & Williams
Alabama
$1.65M +$27.9K +635 +2%
SPIA
419
Steward Partners Investment Advisory
New York
$1.63M +$72.6K +1,653 +5%
NC
420
NewSquare Capital
Pennsylvania
$1.6M +$21.7K +493 +1%
SLF
421
Sun Life Financial
Ontario, Canada
$1.58M -$199K -4,535 -11%
ECM
422
Everence Capital Management
Indiana
$1.57M – – –
KCPG
423
Kavar Capital Partners Group
Kansas
$1.57M +$53.8K +1,225 +4%
FG
424
Fiduciary Group
Georgia
$1.56M +$1.19K +27 +0.1%
OI
425
Oakbrook Investments
Illinois
$1.56M -$149K -3,390 -9%
15 16
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