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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 %
MCM
451
Mainstay Capital Management
Michigan
$1.56M -$93.2K -2,138 -6%
ECM
452
Everence Capital Management
Indiana
$1.56M – – –
GIP
453
Greatmark Investment Partners
Georgia
$1.55M -$21.8K -500 -1%
FG
454
Fiduciary Group
Georgia
$1.55M -$7.5K -172 -0.5%
SPIA
455
Steward Partners Investment Advisory
New York
$1.54M -$13.6K -313 -0.9%
GH
456
GAM Holding
Switzerland
$1.54M +$1.54M +35,211 New
SWP
457
Stratos Wealth Partners
Ohio
$1.53M -$516K -11,837 -25%
NB
458
NBT Bank
New York
$1.52M -$118K -2,716 -7%
MJRIC
459
Mogy Joel R Investment Counsel
California
$1.52M -$4.36K -100 -0.3%
BCP
460
Berkeley Capital Partners
Georgia
$1.5M +$652K +14,957 +77%
KCPG
461
Kavar Capital Partners Group
Kansas
$1.5M -$8.72K -200 -0.6%
OC
462
Oakworth Capital
Alabama
$1.5M -$68.5K -1,570 -4%
CFB
463
Cullen/Frost Bankers
Texas
$1.49M -$45.8K -1,050 -3%
GG
464
Greenwood Gearhart
Arkansas
$1.48M +$728K +16,691 +97%
SFS
465
Sowell Financial Services
Arkansas
$1.46M +$1.46M +33,475 New
HKIM
466
Hayek Kallen Investment Management
Alabama
$1.45M -$2.18K -50 -0.1%
SBIA
467
Sheaff Brock Investment Advisors
Indiana
$1.44M +$14.2K +326 +1%
RW
468
Rand Wealth
Maryland
$1.42M -$49.2K -1,129 -3%
LNC
469
Lincoln National Corp
Pennsylvania
$1.42M +$73.7K +1,691 +5%
PCM
470
Parsons Capital Management
Rhode Island
$1.42M -$31.2K -715 -2%
QT
471
Quantbot Technologies
New York
$1.41M +$1.41M +32,434 New
TC
472
Truvestments Capital
Florida
$1.4M +$160K +3,667 +13%
JWBC
473
J.W. Burns & Co
New York
$1.4M +$15K +343 +1%
FCCM
474
First City Capital Management
Georgia
$1.37M -$20.5K -470 -1%
AAIM
475
Asset Advisors Investment Management
Georgia
$1.36M +$1.36M +31,177 New
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