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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 %
Holocene Advisors
501
Holocene Advisors
New York
$1.19M +$729K +16,716 +158%
ZB
502
Zions Bancorporation
Utah
$1.19M +$1.19M +27,196 New
PFSC
503
Peoples Financial Services Corp
Pennsylvania
$1.18M -$4.36K -100 -0.4%
AFS
504
Access Financial Services
Minnesota
$1.17M -$6.89K -158 -0.6%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$1.17M +$69.8K +1,600 +6%
CFA
506
Carroll Financial Associates
North Carolina
$1.17M +$26.7K +612 +2%
TAM
507
Tiverton Asset Management
Delaware
$1.17M +$80.8K +1,853 +7%
IC
508
Investment Counsel
Michigan
$1.15M – – –
CC
509
ClearArc Capital
Ohio
$1.14M +$13.7K +314 +1%
NAM
510
NTV Asset Management
West Virginia
$1.14M -$43.6K -1,000 -4%
SW
511
SVB Wealth
Massachusetts
$1.14M -$35.8K -821 -3%
Mariner
512
Mariner
Kansas
$1.13M -$14.3K -328 -1%
EFS
513
Essex Financial Services
Connecticut
$1.12M -$37.8K -867 -3%
MCM
514
Murphy Capital Management
New Jersey
$1.11M -$138K -3,169 -11%
HAG
515
HighPoint Advisor Group
Illinois
$1.1M +$9K +200 +0.8%
HPC
516
Hobart Private Capital
North Carolina
$1.1M +$219K +5,029 +25%
SFG
517
SevenBridge Financial Group
Pennsylvania
$1.08M -$76.3K -1,750 -7%
MA
518
Montag & Associates
Georgia
$1.08M +$393K +9,011 +57%
WPC
519
Waters Parkerson & Co
Louisiana
$1.07M +$16.7K +382 +2%
CBA
520
Coastal Bridge Advisors
Connecticut
$1.07M +$6.46K +148 +0.6%
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
$1.06M +$99.4K +2,282 +10%
BG
522
Bahl & Gaynor
Ohio
$1.06M -$21.1K -485 -2%
CBOR
523
Community Bank of Raymore
Missouri
$1.06M – – –
SFP
524
Shepherd Financial Partners
Massachusetts
$1.05M – – –
TG
525
TCW Group
California
$1.05M +$24.9K +570 +2%
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