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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 %
OWD
601
Osborn Williams & Donohoe
Ohio
$770K -$3.27K -75 -0.4%
KA
602
Kovack Advisors
Florida
$769K -$91.6K -2,099 -11%
HIC
603
Holderness Investments Company
North Carolina
$768K +$57.9K +1,327 +8%
CIA
604
CSat Investment Advisory
Michigan
$767K +$2.7K +62 +0.4%
CA
605
CapWealth Advisors
Tennessee
$766K -$31K -710 -4%
SG Americas Securities
606
SG Americas Securities
New York
$756K -$20.9M -479,676 -97%
CB
607
Cadence Bank
Mississippi
$756K -$55.1K -1,264 -7%
SAA
608
Southeast Asset Advisors
Georgia
$756K +$524 +12 +0.1%
CFG
609
Citizens Financial Group
Rhode Island
$750K +$5.06K +116 +0.7%
ANRIA
610
American National Registered Investment Advisor
Texas
$747K -$161K -3,700 -18%
PT
611
Plimoth Trust
Massachusetts
$747K -$22.4K -515 -3%
BFA
612
Benedict Financial Advisors
Georgia
$745K -$9.07K -208 -1%
AWA
613
ARS Wealth Advisors
Florida
$743K +$29.4K +674 +4%
NSEDCP
614
NJ State Employees Deferred Compensation Plan
New Jersey
$741K – – –
DAS
615
Dynamic Advisor Solutions
Arizona
$741K +$64K +1,468 +9%
ACS
616
Archford Capital Strategies
Illinois
$740K -$54K -1,239 -7%
SFA
617
Stewardship Financial Advisors
Georgia
$739K – – –
MCM
618
McRae Capital Management
New Jersey
$737K -$61.1K -1,400 -8%
SFG
619
StrategIQ Financial Group
Indiana
$737K -$18K -413 -2%
LIA
620
LBMC Investment Advisors
Tennessee
$732K -$109K -2,511 -13%
CPA
621
Court Place Advisors
Maryland
$726K +$2.22K +51 +0.3%
IRF
622
IBM Retirement Fund
New York
$724K -$125K -2,870 -15%
GP
623
Greenline Partners
New York
$722K -$19.5K -450 -3%
WSC
624
Wellington Shields & Co
New York
$716K -$15K -345 -2%
SWM
625
SeaCrest Wealth Management
New York
$713K +$28.7K +659 +4%
23 24
25
26 27