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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 %
PAG
826
Pinnacle Advisory Group
Maryland
$332K +$8.95K +204 +3%
BCM
827
Bienville Capital Management
New York
$332K +$22.5K +514 +7%
SCA
828
Snowden Capital Advisors
New York
$332K +$8.21K +187 +3%
SL
829
Summitry LLC
California
$330K +$3.07K +70 +0.9%
FCFS
830
First Command Financial Services
Texas
$329K -$301K -6,857 -48%
FCB
831
First Command Bank
Texas
$329K -$301K -6,857 -48%
DJSG
832
D.J. St. Germain
Massachusetts
$329K -$22K -500 -6%
ISL
833
Ingalls & Snyder LLC
New York
$329K – – –
GWM
834
GSB Wealth Management
Connecticut
$329K – – –
BCM
835
Becker Capital Management
Oregon
$329K – – –
WKWM
836
Walter & Keenan Wealth Management
Indiana
$329K – – –
TCOT
837
Trust Company of Toledo
Ohio
$328K -$879 -20 -0.3%
MWM
838
Merriman Wealth Management
Washington
$328K +$7.77K +174 +2%
JIC
839
Joel Isaacson & Co
New York
$328K +$328K +7,028 New
SSB
840
Sandy Spring Bank
Maryland
$327K +$100K +2,274 +44%
Fisher Asset Management
841
Fisher Asset Management
Washington
$326K -$95.4K -2,170 -23%
AIP
842
Ahrens Investment Partners
Louisiana
$326K – – –
Cerity Partners
843
Cerity Partners
New York
$325K +$68.3K +1,553 +27%
AFA
844
American Financial Advisors
Georgia
$324K +$324K +7,387 New
UBV
845
United Bank (Virginia)
Virginia
$323K – – –
WAAG
846
Wealth Alliance Advisory Group
Kansas
$321K -$29.6K -675 -8%
BHBT
847
Burke & Herbert Bank & Trust
Virginia
$318K +$5.94K +135 +2%
SCA
848
Stokes Capital Advisors
South Carolina
$317K – – –
BAS
849
Brown Advisory Securities
Maryland
$316K -$1.44K -33 -0.5%
Capital Fund Management (CFM)
850
Capital Fund Management (CFM)
France
$315K -$735K -16,706 -70%
32 33
34
35 36