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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 %
VCA
551
Verdence Capital Advisors
Maryland
$943K -$18K -412 -2%
RIL
552
Rothschild Investment LLC
Illinois
$942K -$65.4K -1,500 -6%
GAMC
553
Garner Asset Management Corp
Texas
$929K +$66K +1,515 +8%
CSS
554
Cubist Systematic Strategies
Connecticut
$928K -$24.1K -552 -3%
Cetera Investment Advisers
555
Cetera Investment Advisers
Illinois
$924K +$33.4K +767 +4%
TMAM
556
Tokio Marine Asset Management
Japan
$920K +$43.7K +1,002 +5%
VI
557
Versor Investments
New York
$916K +$393K +9,000 +75%
CI
558
Conning Inc
Connecticut
$914K -$58K -1,330 -6%
PP
559
Prudential plc
United Kingdom
$908K -$837K -19,200 -48%
CB
560
Chemical Bank
Michigan
$906K -$3.05K -70 -0.3%
MCM
561
Mork Capital Management
California
$903K – – –
Envestnet Asset Management
562
Envestnet Asset Management
Illinois
$898K -$5.72M -131,208 -86%
CCT
563
Chemung Canal Trust
New York
$889K -$971K -22,260 -52%
SGAM
564
Steinberg Global Asset Management
Florida
$884K -$4.01M -92,022 -82%
BCM
565
Brookmont Capital Management
Texas
$878K – – –
LS
566
Livforsakringsbolaget Skandia
Sweden
$875K -$493K -11,300 -36%
SYBT
567
Stock Yards Bank & Trust
Kentucky
$872K -$98.1K -2,250 -10%
SA
568
SRH Advisors
Kansas
$872K +$13.1K +300 +2%
RCA
569
Rowland Carmichael Advisors
Arizona
$871K -$30.6K -702 -3%
PP
570
Paloma Partners
Connecticut
$871K +$871K +19,979 New
HH
571
Hilltop Holdings
Texas
$869K -$323K -7,414 -27%
QSS
572
Quantitative Systematic Strategies
Florida
$866K +$866K +19,868 New
SAM
573
SignalPoint Asset Management
Missouri
$864K -$16.3K -374 -2%
WC
574
Woodstock Corp
Massachusetts
$863K -$17.4K -400 -2%
OIA
575
Optimum Investment Advisors
Illinois
$858K -$39.8K -912 -4%
21 22
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