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Southern Company
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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 %
MBTD
426
Mechanics Bank - Trust Department
California
$1.81M -$654 -15 -0%
PAM
427
Palisade Asset Management
Minnesota
$1.79M +$47.5K +1,090 +3%
AIA
428
Armor Investment Advisors
North Carolina
$1.78M -$51.1K -1,172 -3%
DC
429
Davenport & Co
Virginia
$1.78M -$304K -6,980 -15%
SLF
430
Sun Life Financial
Ontario, Canada
$1.77M -$200K -4,583 -10%
LMGAM
431
Liberty Mutual Group Asset Management
Massachusetts
$1.76M -$36.9K -847 -2%
VFM
432
Viking Fund Management
North Dakota
$1.74M -$2.44M -56,000 -58%
NIT
433
NumerixS Investment Technologies
British Columbia, Canada
$1.73M +$692K +15,997 +67%
RVM
434
Robinson Value Management
Texas
$1.73M -$81.8K -1,876 -5%
FLI
435
Family Legacy Inc
South Carolina
$1.7M -$83.5K -1,916 -5%
CAM
436
Cozad Asset Management
Illinois
$1.7M +$8.59K +197 +0.5%
OI
437
Oakbrook Investments
Illinois
$1.7M +$8.72K +200 +0.5%
ED
438
Exane Derivatives
France
$1.69M -$3.9M -89,530 -70%
CC
439
Cognios Capital
Kansas
$1.64M -$491K -11,257 -23%
MIAN
440
Mariner Independent Advisor Network
Kansas
$1.63M +$1.63M +37,487 New
PA
441
Pinnacle Associates
New York
$1.63M -$14.6K -334 -0.9%
ATFA
442
All Terrain Financial Advisors
Minnesota
$1.62M +$5.58K +128 +0.3%
ACM
443
Argyle Capital Management
Pennsylvania
$1.61M +$396K +9,090 +33%
PCM
444
Penserra Capital Management
California
$1.61M +$1.19M +27,337 +288%
MMPW
445
Mitchell McLeod Pugh & Williams
Alabama
$1.61M -$106K -2,439 -6%
CAPTRUST Financial Advisors
446
CAPTRUST Financial Advisors
North Carolina
$1.6M +$777K +17,811 +94%
ATC
447
Argent Trust Co
Tennessee
$1.58M -$64.5K -1,496 -4%
Daiwa Securities Group
448
Daiwa Securities Group
Japan
$1.58M +$77.2K +1,770 +5%
TCM
449
Telos Capital Management
California
$1.58M -$29.6K -679 -2%
NC
450
NewSquare Capital
Pennsylvania
$1.57M +$164K +3,769 +12%
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