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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 %
WF
676
Welch & Forbes
Massachusetts
$583K -$151K -3,467 -21%
I
677
IberiaBank
Louisiana
$582K +$168K +3,850 +41%
FHA
678
Flagship Harbor Advisors
Massachusetts
$579K -$22.6K -524 -4%
NIM
679
NuWave Investment Management
New Jersey
$574K +$573K +13,153 +45,355%
BAC
680
Boys Arnold & Co
North Carolina
$572K +$39.5K +915 +7%
PP
681
Patten & Patten
Tennessee
$565K -$43.6K -1,000 -7%
BC
682
Burney Company
Virginia
$564K -$160K -3,658 -22%
NB
683
Northwest Bancshares
Pennsylvania
$562K +$69.8K +1,600 +14%
IFWM
684
Institute for Wealth Management
Colorado
$559K -$20K -470 -3%
CM
685
Cornerstone Management
Georgia
$558K +$44 +1 +0%
GG
686
Gofen & Glossberg
Illinois
$557K +$4.36K +100 +0.8%
DP
687
Dearborn Partners
Illinois
$557K +$127K +2,916 +30%
PL
688
Perpetual Ltd
Australia
$553K – – –
VF
689
Virtu Financial
New York
$552K -$678K -15,561 -55%
NCM
690
Novare Capital Management
North Carolina
$552K – – –
MFG
691
Merit Financial Group
Georgia
$552K +$67.7K +1,555 +14%
FTC
692
Farmers Trust Company
Ohio
$551K -$4.01K -92 -0.7%
CG
693
CFO4Life Group
Texas
$549K -$77.6K -1,778 -12%
CCP
694
Clarkston Capital Partners
Michigan
$548K – – –
FSA
695
Franklin Street Advisors
North Carolina
$543K +$57.2K +1,310 +12%
RWP
696
RWA Wealth Partners
Massachusetts
$541K -$5.23K -120 -1%
CS
697
Comerica Securities
Michigan
$539K -$36.5K -836 -6%
BAM
698
Belpointe Asset Management
Nevada
$539K +$539K +12,357 New
DCM
699
Dynamic Capital Management
Jersey
$536K +$536K +12,294 New
UR
700
USCA RIA
Texas
$535K -$681K -15,610 -56%
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