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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 %
Walleye Trading
526
Walleye Trading
New York
$1.04M +$1.04M +23,951 New
Capital Fund Management (CFM)
527
Capital Fund Management (CFM)
France
$1.04M +$1.04M +23,867 New
EWM
528
Evercore Wealth Management
New York
$1.03M +$51.1K +1,171 +5%
ONST
529
Old North State Trust
North Carolina
$1.03M +$1.03M +23,711 New
ZIC
530
ZWJ Investment Counsel
Georgia
$1.03M -$9.33K -214 -0.9%
JWS
531
Juncture Wealth Strategies
Arizona
$1.03M -$13.1K -300 -1%
FMBTD
532
First Midwest Bank Trust Division
Illinois
$1.02M +$11.8K +271 +1%
WI
533
WrapManager Inc
California
$1.02M -$24.1K -552 -2%
HPC
534
HM Payson & Co
Maine
$1.02M -$87.8K -2,015 -8%
SGCA
535
Steel Grove Capital Advisors
Tennessee
$1.01M -$41K -941 -4%
Verition Fund Management
536
Verition Fund Management
Connecticut
$1.01M +$1.01M +23,051 New
MCM
537
McMillion Capital Management
North Carolina
$1M +$344K +7,889 +52%
JIC
538
Johnson Investment Counsel
Ohio
$996K +$148K +3,385 +17%
SAM
539
Strategy Asset Managers
California
$995K -$17.7K -406 -2%
AMI
540
Amica Mutual Insurance
Rhode Island
$992K – – –
VC
541
Vicus Capital
Pennsylvania
$974K -$361K -8,288 -27%
BBHC
542
Brown Brothers Harriman & Co
New York
$974K +$647K +14,850 +198%
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
$973K +$14.6K +335 +2%
AIS
544
American Investment Services
Massachusetts
$969K -$108K -2,479 -10%
IIM
545
Ipswich Investment Management
Massachusetts
$964K +$34.5K +790 +4%
CC
546
Cipher Capital
New York
$963K +$963K +22,100 New
SC
547
SouthState Corp
Florida
$955K +$61.1K +1,403 +7%
ISB
548
Iowa State Bank
Iowa
$949K -$9.15K -210 -1%
CCM
549
Cribstone Capital Management
Maine
$949K +$4.93K +113 +0.5%
KIA
550
KCM Investment Advisors
California
$948K -$21.8K -500 -2%
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