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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 %
GLA
751
Good Life Advisors
Pennsylvania
$424K -$15.5K -359 -4%
CAN
752
Claraphi Advisory Network
United States
$423K -$377K -8,641 -47%
DCM
753
Donaldson Capital Management
Indiana
$420K +$103K +2,375 +33%
CCA
754
Checchi Capital Advisers
California
$419K +$41.6K +953 +11%
Fisher Asset Management
755
Fisher Asset Management
Washington
$418K +$30K +687 +8%
GEA
756
Glen Eagle Advisors
New Jersey
$415K -$55.6K -1,275 -12%
RMA
757
Roffman Miller Associates
Pennsylvania
$411K -$4.36K -100 -1%
HWM
758
Holloway Wealth Management
Florida
$411K -$437K – –
SCM
759
Shelton Capital Management
Colorado
$411K +$17.5K +400 +4%
LW
760
Linscomb Wealth
Texas
$410K -$43.4K -996 -10%
CHA
761
Carmichael Hill & Associates
Maryland
$410K -$7.8K -179 -2%
AHB
762
Abner Herrman & Brock
New Jersey
$409K -$29.6K -679 -7%
MIM
763
Marco Investment Management
Georgia
$409K +$218 +5 +0.1%
AT
764
Arden Trust
Delaware
$405K +$20K +458 +5%
CB
765
Community Bank
New York
$404K – – –
Bessemer Group
766
Bessemer Group
New Jersey
$400K -$5.5M -126,539 -93%
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$399K +$9.59K +220 +2%
HFM
768
Hartford Financial Management
Connecticut
$398K -$62.3K -1,429 -14%
BBA
769
Braun-Bostich & Associates
Pennsylvania
$398K -$30.2K -694 -7%
BMC
770
Benin Management Corp
Connecticut
$395K – – –
WTFG
771
Wells Trecaso Financial Group
Ohio
$395K – – –
GIM
772
Greylin Investment Management
Virginia
$394K +$394K +9,037 New
ACP
773
Aviance Capital Partners
Florida
$393K -$19.1K -438 -5%
CK
774
Cohen Klingenstein
New York
$392K – – –
MCWS
775
McKinley Carter Wealth Services
West Virginia
$391K +$7.07K +162 +2%
29 30
31
32 33