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Southern Company
SO

Overview Fund Activity

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$169M
2
Renaissance Technologies
Renaissance Technologies
New York
+$155M
3
State Street
State Street
Massachusetts
+$122M
4
BlackRock
BlackRock
New York
+$114M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.4M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$274M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$251M
3
CBOA
Commonwealth Bank of Australia
Australia
-$187M
4
Goldman Sachs
Goldman Sachs
New York
-$133M
5
PAM
Panagora Asset Management
Massachusetts
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
751
Lake Point Wealth Management
Texas
$419K +$419K +9,545 New
CIM
752
CIM Investment Management
Pennsylvania
$415K -$18.1K -413 -4%
CHA
753
Carmichael Hill & Associates
Maryland
$414K +$527 +12 +0.1%
MIM
754
Marco Investment Management
Georgia
$412K -$132 -3 -0%
GEA
755
Glen Eagle Advisors
New Jersey
$412K -$6.59K -150 -2%
Bessemer Group
756
Bessemer Group
New Jersey
$411K +$6.42K +146 +2%
FNBOMD
757
First National Bank of Mount Dora
Florida
$410K +$17.6K +400 +4%
MAA
758
Mraz Amerine & Associates
California
$409K +$36.8K +837 +10%
PFS
759
Prospera Financial Services
Texas
$409K +$102K +2,295 +33%
FRM
760
Fox Run Management
Connecticut
$408K +$408K +9,285 New
CB
761
Community Bank
New York
$403K -$3.38K -77 -0.8%
SS
762
Sunbelt Securities
Texas
$402K +$22.1K +503 +6%
AWA
763
Acorn Wealth Advisors
Michigan
$400K +$4.22K +92 +1%
CCM
764
Crossvault Capital Management
Texas
$399K +$141K +3,200 +54%
AT
765
Arden Trust
Delaware
$398K -$9.75K -222 -2%
BMC
766
Benin Management Corp
Connecticut
$398K – – –
WTFG
767
Wells Trecaso Financial Group
Ohio
$398K – – –
GIM
768
Greylin Investment Management
Virginia
$397K – – –
CK
769
Cohen Klingenstein
New York
$395K – – –
WAM
770
Wealthspire Advisors (Maryland)
Maryland
$394K +$60.9K +1,388 +18%
BBA
771
Braun-Bostich & Associates
Pennsylvania
$393K -$8.84K -201 -2%
SAM
772
Summit Asset Management
Tennessee
$393K +$3.51K +80 +0.9%
DT
773
Diversified Trust
Tennessee
$392K -$1.4K -32 -0.4%
BTW
774
Boston Trust Walden
Massachusetts
$391K – – –
HFM
775
Hartford Financial Management
Connecticut
$390K -$10.7K -245 -3%
29 30
31
32 33