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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 %
IAMOG
826
Investors Asset Management of Georgia
Georgia
$335K -$6.53K -150 -2%
FFBTD
827
First Financial Bank - Trust Division
Ohio
$334K -$10.4K -238 -3%
WAM
828
Wealthspire Advisors (Maryland)
Maryland
$331K -$9.03K -207 -3%
SAM
829
Silvercrest Asset Management
New York
$331K -$3.62K -83 -1%
FHB
830
First Hawaiian Bank
Hawaii
$331K +$331K +7,582 New
AFP
831
Ausdal Financial Partners
Iowa
$328K +$15.3K +351 +5%
LB
832
Landmark Bank
Missouri
$327K -$11.5K -264 -3%
ISL
833
Ingalls & Snyder LLC
New York
$327K – – –
BCM
834
Becker Capital Management
Oregon
$327K +$43.6K +1,000 +15%
TCOT
835
Trust Company of Toledo
Ohio
$326K -$16.3K -374 -5%
GWM
836
GSB Wealth Management
Connecticut
$326K – – –
SL
837
Summitry LLC
California
$325K – – –
WWM
838
Wagner Wealth Management
South Carolina
$325K +$7.11K +163 +2%
WLIM
839
White Lighthouse Investment Management
Massachusetts
$324K -$41.4K -950 -11%
SFWA
840
Summit Financial Wealth Advisors
Louisiana
$322K +$114K +2,594 +55%
SCA
841
Snowden Capital Advisors
New York
$321K +$87.7K +2,011 +38%
CICI
842
Capital Investment Counsel Inc
North Carolina
$321K +$20.3K +465 +7%
PAG
843
Pinnacle Advisory Group
Maryland
$321K +$321K +7,360 New
LBC
844
Lowe Brockenbrough & Co
Virginia
$320K -$3.93K -90 -1%
IC
845
Intersect Capital
California
$320K +$1.4K +32 +0.4%
UBV
846
United Bank (Virginia)
Virginia
$320K +$43.5K +1,000 +16%
TFS
847
TrustCore Financial Services
Tennessee
$319K +$2.27K +52 +0.7%
WCAMG
848
Woodard & Company Asset Management Group
North Carolina
$319K +$8.73K +200 +3%
IB
849
Intrust Bank
Kansas
$318K -$11.5K -265 -4%
BAS
850
Brown Advisory Securities
Maryland
$317K -$30.5K -699 -9%
32 33
34
35 36