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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 %
AF
801
Allworth Financial
California
$363K +$2.35K +54 +0.7%
AF
802
Advisornet Financial
Minnesota
$362K -$9.19K -211 -2%
SCCM
803
Schafer Cullen Capital Management
New York
$362K – – –
MIH
804
Madison Investment Holdings
Wisconsin
$362K – – –
PA
805
Probity Advisors
Texas
$361K – – –
SC
806
Sawyer & Company
Massachusetts
$359K – – –
LCM
807
Landscape Capital Management
New Jersey
$356K +$356K +8,166 New
TC
808
Trilogy Capital
California
$355K -$50K -1,148 -12%
PWLP
809
Prio Wealth Limited Partnership
Massachusetts
$354K +$174 +4 +0%
MA
810
Mutual Advisors
Nebraska
$354K +$75.1K +1,723 +27%
TRCT
811
Tower Research Capital (TRC)
New York
$353K -$2.26M -51,840 -87%
HCMNY
812
Howard Capital Management (New York)
New York
$352K +$4.58K +105 +1%
CAM
813
Congress Asset Management
Massachusetts
$350K -$58.4K -1,340 -14%
SACTSONJ
814
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$349K -$436K -10,000 -56%
DJSG
815
D.J. St. Germain
Massachusetts
$348K +$4.97K +114 +1%
WAAG
816
Wealth Alliance Advisory Group
Kansas
$348K +$73.8K +1,695 +27%
OPCM
817
Osborne Partners Capital Management
California
$347K -$11.5K -265 -3%
BFA
818
Beaumont Financial Advisors
Massachusetts
$344K -$2.4K -55 -0.7%
CWM
819
Confluence Wealth Management
Oregon
$343K +$8.02K +184 +2%
UCMOK
820
United Capital Management of KS
Kansas
$340K +$340K +7,784 New
CAC
821
Certified Advisory Corp
Florida
$339K -$30.9K -707 -8%
CWS
822
Cypress Wealth Services
California
$337K +$7.02K +161 +2%
MSFP
823
Mark Sheptoff Financial Planning
Connecticut
$337K +$36.3K +834 +12%
GJIC
824
Gamble Jones Investment Counsel
California
$336K -$44 -1 -0%
CT
825
Cambridge Trust
Massachusetts
$335K -$19.6K -450 -6%
31 32
33
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