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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 %
Pzena Investment Management
726
Pzena Investment Management
New York
$473K – – –
SCI
727
Stableford Capital II
Arizona
$472K -$36K -825 -7%
UF
728
Univest Financial
Pennsylvania
$472K -$17.8K -407 -4%
6M
729
6 Meridian
Kansas
$471K +$471K +10,799 New
CBT
730
Capital Bank & Trust
California
$470K -$95.9K -2,200 -17%
CIAS
731
Capital Investment Advisory Services
North Carolina
$469K +$3.92K +90 +0.8%
GSBTD
732
Glenview State Bank Trust Department
Illinois
$468K – – –
CTA
733
Chesley Taft & Associates
Illinois
$468K – – –
CBU
734
CIBC Bank USA
Illinois
$463K – – –
PIA
735
Piedmont Investment Advisors
North Carolina
$460K -$1.46M -33,446 -76%
SIG
736
Schaller Investment Group
North Carolina
$460K – – –
LOAME
737
Lombard Odier Asset Management (Europe)
United Kingdom
$456K – – –
SFG
738
Summit Financial Group
West Virginia
$452K +$1.09K +25 +0.2%
APP
739
Avantax Planning Partners
Iowa
$451K -$2.22K -51 -0.5%
RIA
740
Regal Investment Advisors
Michigan
$446K +$155K +3,553 +53%
GC
741
Grimes & Company
Massachusetts
$440K +$17.4K +400 +4%
BTNA
742
Bremer Trust National Association
Minnesota
$440K +$67.2K +1,544 +18%
PPSG
743
Princeton Portfolio Strategies Group
New Jersey
$437K +$44 +1 +0%
1IA
744
1834 Investment Advisors
Wisconsin
$431K -$13.5K -308 -3%
NL
745
NWAM LLC
Washington
$431K +$1.48K +34 +0.3%
CIM
746
CIM Investment Management
Pennsylvania
$430K -$174 -4 -0%
CCA
747
Cobblestone Capital Advisors
New York
$428K -$74.6K -1,710 -15%
BA
748
Bridgewater Associates
Connecticut
$427K +$427K +9,789 New
QC
749
QCM Cayman
Texas
$427K +$427K +9,803 New
TF
750
Tompkins Financial
New York
$424K -$2.14M -49,055 -83%
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