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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 %
DSC
701
Duncker Streett & Co
Missouri
$534K -$9.02K -207 -2%
WIM
702
Waverton Investment Management
United Kingdom
$533K -$79.1K -1,832 -13%
BMO
703
Beck Mack & Oliver
New York
$532K – – –
BFM
704
Boston Financial Management
Massachusetts
$530K -$191K -4,375 -26%
MA
705
MUFG Americas
New York
$530K -$4.93K -113 -0.9%
FIM
706
Freedom Investment Management
Connecticut
$529K +$8.17K +186 +2%
MCMT
707
Moon Capital Management (Tennessee)
Tennessee
$522K +$22.7K +525 +5%
FIM
708
Frontier Investment Management
Texas
$521K -$36.2K -832 -7%
SBSB
709
Sullivan, Bruyette, Speros & Blaney
Virginia
$520K +$66.8K +1,533 +15%
AAM
710
American Asset Management
Florida
$520K +$272K +6,240 +110%
SJIM
711
St. Johns Investment Management
Florida
$519K -$95.1K -2,181 -15%
LP
712
LMR Partners
United Kingdom
$518K +$518K +11,889 New
RP
713
Rowlandmiller & Partners
Georgia
$512K +$1.26K +29 +0.2%
FAIM
714
Financial Advocates Investment Management
Washington
$511K -$69.7K -1,597 -12%
PCIA
715
Prime Capital Investment Advisors
Kansas
$506K +$48.3K +1,107 +11%
HSA
716
HBK Sorce Advisory
Pennsylvania
$500K +$33.7K +774 +7%
DIM
717
DC Investments Management
Virginia
$499K -$12.6K -290 -2%
APA
718
American Portfolios Advisors
New York
$492K -$47.4K -1,086 -9%
FNBT
719
FineMark National Bank & Trust
Florida
$491K -$95.3K -2,185 -16%
HTC
720
Haverford Trust Company
Pennsylvania
$491K -$40.8K -935 -8%
RIM
721
Rampart Investment Management
Connecticut
$491K +$316K +18,596 +181%
RFA
722
Reilly Financial Advisors
California
$485K – – –
TYCC
723
Texas Yale Capital Corp
Florida
$484K – – –
DWM
724
Doyle Wealth Management
Florida
$482K +$218 +5 +0%
RMC
725
Resources Management Corp
Connecticut
$482K +$482K +11,060 New
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