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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 %
AA
576
Ancora Advisors
Ohio
$857K -$10.6K -243 -1%
CPIA
577
Cornell Pochily Investment Advisors
New York
$851K -$90.2K -2,071 -10%
VIA
578
Vident Investment Advisory
Georgia
$848K -$187K -4,280 -18%
NA
579
NewEdge Advisors
Louisiana
$848K +$296K +6,786 +54%
FUBT
580
First United Bank & Trust
Maryland
$845K -$114K -2,626 -12%
FT
581
Fiduciary Trust
Massachusetts
$844K – – –
KRSITF
582
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$835K +$4.58K +105 +0.6%
CCFCSB
583
Cape Cod Five Cents Savings Bank
Massachusetts
$830K +$8.73K +200 +1%
CCM
584
Cohen Capital Management
California
$828K – – –
AIP
585
Ameritas Investment Partners
Nebraska
$825K -$33.7K -772 -4%
AF
586
Aldebaran Financial
$825K – – –
NFG
587
Next Financial Group
Texas
$824K -$17.1K -393 -2%
BUB
588
BBVA USA Bancshares
Texas
$818K -$38.4K -880 -4%
IRC
589
Investors Research Corp
Georgia
$818K +$6.45K +148 +0.8%
MWPCG
590
Measured Wealth Private Client Group
New Hampshire
$817K +$17.8K +410 +2%
BIM
591
Bridges Investment Management
Nebraska
$815K -$21.2K -486 -3%
BO
592
Bank OZK
Arkansas
$815K +$32.1K +735 +4%
SSWM
593
Sheets Smith Wealth Management
North Carolina
$808K +$10K +230 +1%
SC
594
Scotia Capital
Ontario, Canada
$807K +$20.2K +464 +3%
BSW
595
Buckingham Strategic Wealth
Missouri
$794K -$29K -665 -4%
DAM
596
Delta Asset Management
Tennessee
$787K -$2.62K -60 -0.3%
SBA
597
Secrest Blakey & Associates
North Carolina
$785K -$4.32K -99 -0.5%
MNBTD
598
Moody National Bank Trust Division
Texas
$777K -$65.2K -1,495 -8%
BFC
599
Blue Fin Capital
Rhode Island
$776K -$30.2K -692 -4%
ZCM
600
Zebra Capital Management
Connecticut
$776K +$74.3K +1,704 +11%
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