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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 %
DT
776
Diversified Trust
Tennessee
$391K +$98.3K +2,253 +34%
FNBOMD
777
First National Bank of Mount Dora
Florida
$389K -$31.6K -725 -8%
BTW
778
Boston Trust Walden
Massachusetts
$388K -$65.4K -1,500 -14%
SAM
779
Summit Asset Management
Tennessee
$387K +$50.8K +1,165 +15%
RPG
780
Resource Planning Group
Georgia
$387K +$387K +8,873 New
AWA
781
Acorn Wealth Advisors
Michigan
$384K +$44.1K +991 +13%
IWM
782
IHT Wealth Management
Illinois
$384K +$54.2K +1,244 +16%
THWM
783
Taylor Hoffman Wealth Management
Virginia
$383K – – –
CFGS
784
Concourse Financial Group Securities
Alabama
$383K +$383K +8,786 New
BB
785
Busey Bank
Illinois
$382K -$35.7K -819 -9%
AOWM
786
Alpha Omega Wealth Management
Virginia
$381K -$65.3K -1,500 -15%
SP
787
Successful Portfolios
Florida
$381K -$28.9K -663 -7%
JFA
788
JNBA Financial Advisors
Minnesota
$381K +$303K +6,968 +391%
CANY
789
Caxton Associates (New York)
New York
$380K +$380K +8,724 New
VanEck Associates
790
VanEck Associates
New York
$377K -$30K -688 -7%
SS
791
Sunbelt Securities
Texas
$377K +$12.1K +278 +3%
GRP
792
Global Retirement Partners
California
$377K +$16.9K +388 +5%
MFW
793
Mosaic Family Wealth
Missouri
$376K +$85K +1,796 +29%
FI
794
FormulaFolio Investments
Michigan
$374K -$152K -3,491 -29%
CCT
795
Country Club Trust
Missouri
$372K +$46.7K +1,070 +14%
FWM
796
Frontier Wealth Management
Missouri
$371K +$39.7K +911 +12%
MAA
797
Mraz Amerine & Associates
California
$369K – – –
DWA
798
Douglass Winthrop Advisors
New York
$366K -$1.1M -25,150 -75%
AB
799
Atlas Brown
Kentucky
$366K -$5.76K -132 -2%
PIM
800
Penobscot Investment Management
Massachusetts
$365K -$38.8K -890 -10%
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