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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 %
GBT
626
Grove Bank & Trust
Florida
$710K -$82.3K -1,888 -10%
AP
627
Advisor Partners
California
$709K +$18.5K +425 +3%
AC
628
Abbrea Capital
California
$706K +$4.58K +105 +0.7%
TCM
629
Twin Capital Management
Pennsylvania
$702K – – –
QAM
630
Quantres Asset Management
Cayman Islands
$702K +$702K +16,100 New
FANJ
631
Financial Architects (New Jersey)
New Jersey
$700K +$535K +12,267 +325%
SHCM
632
Stokes & Hubbell Capital Management
Louisiana
$694K -$8.42K -193 -1%
SMC
633
Smith, Moore & Co
Missouri
$692K +$117K +2,680 +20%
BA
634
Bristlecone Advisors
Washington
$690K +$190K +4,355 +38%
ATC
635
Adirondack Trust Company
New York
$679K -$15.9K -365 -2%
EWA
636
EP Wealth Advisors
California
$678K +$678K +15,559 New
H
637
HoyleCohen
California
$675K -$26.1K -600 -4%
WA
638
Waverly Advisors
Alabama
$673K -$60.5K -1,387 -8%
ONB
639
Old National Bancorp
Indiana
$672K -$154K -3,538 -19%
HIMC
640
Heritage Investors Management Corp
Maryland
$672K -$95.9K -2,200 -12%
PTC
641
Private Trust Company
Ohio
$670K -$12K -275 -2%
TCOV
642
Trust Company of Vermont
Vermont
$662K -$97.4K -2,235 -13%
VFA
643
Valeo Financial Advisors
Indiana
$657K +$9.45K +210 +1%
Victory Capital Management
644
Victory Capital Management
Texas
$656K -$8.45K -194 -1%
FNBOO
645
First National Bank of Omaha
Nebraska
$654K -$12.6K -290 -2%
BFO
646
Biltmore Family Office
North Carolina
$654K – – –
CSIC
647
Clifford Swan Investment Counsel
California
$654K – – –
RM
648
Resource Management
Louisiana
$647K +$208K +4,764 +47%
MSS
649
Mitchell Sinkler & Starr
Pennsylvania
$645K -$18.5K -425 -3%
BHWM
650
Bar Harbor Wealth Management
New Hampshire
$637K -$3.93K -90 -0.6%
24 25
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