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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 %
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$636K -$11.3K -260 -2%
FHA
652
First Horizon Advisors
Tennessee
$635K -$108K -2,472 -15%
Lido Advisors
653
Lido Advisors
California
$635K +$40.4K +927 +7%
IEFM
654
IQ EQ Fund Management
Ireland
$632K +$22K +490 +4%
CCG
655
Chatham Capital Group
Georgia
$631K -$33.1K -758 -5%
SBH
656
Segall Bryant & Hamill
Illinois
$629K -$111K -2,554 -15%
ABTD
657
Arvest Bank Trust Division
Oklahoma
$628K +$55.1K +1,265 +10%
FCB
658
First Command Bank
Texas
$625K -$48.8K -1,120 -7%
FCFS
659
First Command Financial Services
Texas
$625K -$48.8K -1,120 -7%
SC
660
Savant Capital
Illinois
$625K -$8.11K -186 -1%
FC
661
Forte Capital
New York
$624K +$17.5K +402 +3%
PTC
662
Philadelphia Trust Company
Pennsylvania
$623K -$4.36K -100 -0.7%
FDS
663
First Dallas Securities
Texas
$622K +$15.4K +352 +3%
VAM
664
Verity Asset Management
North Carolina
$619K -$74.1K -1,700 -11%
BBA
665
BLB&B Advisors
Pennsylvania
$614K – – –
CIA
666
ClearBridge Investments (Australia)
Australia
$613K -$106K -2,434 -15%
CT
667
Chicago Trust
Illinois
$613K +$13.1K +300 +2%
HFBOT
668
Home Federal Bank of Tennessee
Tennessee
$610K -$1.74K -40 -0.3%
TL
669
TrueWealth LLC
Georgia
$610K +$4.14K +95 +0.7%
WTB
670
Washington Trust Bank
Washington
$609K +$4.14K +95 +0.7%
LC
671
LCNB Corp
Ohio
$604K -$2.18K -50 -0.4%
BRWA
672
B. Riley Wealth Advisors
Florida
$604K +$160K +3,666 +36%
HW
673
Hancock Whitney
Mississippi
$593K +$6.54K +150 +1%
AW
674
ACG Wealth
Georgia
$591K -$75.9K -1,743 -11%
PP
675
Palladium Partners
Virginia
$588K +$16.3K +375 +3%
25 26
27
28 29