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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 %
HVIA
851
Hudson Valley Investment Advisors
New York
$317K -$17.4K -400 -5%
AWA
852
Arete Wealth Advisors
Illinois
$316K -$99.6K -2,282 -24%
KSA
853
Ken Stern & Associates
California
$316K – – –
PFS
854
Prospera Financial Services
Texas
$315K -$23.4K -517 -7%
WEC
855
Winslow Evans & Crocker
Massachusetts
$314K -$19.5K -446 -6%
YIA
856
YHB Investment Advisors
Connecticut
$314K -$8.72K -200 -3%
SCA
857
Stokes Capital Advisors
South Carolina
$314K -$1.09K -25 -0.3%
Acadian Asset Management
858
Acadian Asset Management
Massachusetts
$314K +$234K +5,360 +294%
MWM
859
Merriman Wealth Management
Washington
$313K -$11K -253 -3%
FNBTCON
860
First National Bank & Trust Co of Newtown
Pennsylvania
$313K – – –
KFP
861
Keystone Financial Planning
Ohio
$313K – – –
CCB
862
Cutter & Co Brokerage
Missouri
$310K +$310K +7,111 New
MSAM
863
Moloney Securities Asset Management
Missouri
$309K -$17.2K -394 -5%
BHBT
864
Burke & Herbert Bank & Trust
Virginia
$309K – – –
IP
865
Isthmus Partners
Wisconsin
$308K -$4.36K -100 -1%
BCM
866
Bienville Capital Management
New York
$308K +$699 +16 +0.2%
VRM
867
Vectors Research Management
New York
$306K +$306K +6,529 New
HF
868
HRT Financial
New York
$304K +$304K +6,986 New
AAM
869
Autus Asset Management
Arizona
$303K -$52.2K -1,200 -15%
MBT
870
Montecito Bank & Trust
California
$302K – – –
BWP
871
Baldwin Wealth Partners
Massachusetts
$301K – – –
CCM
872
Covington Capital Management
California
$301K – – –
BIA
873
Barry Investment Advisors
Massachusetts
$301K +$3.1K +71 +1%
RA
874
Rational Advisors
New York
$301K +$73K +1,674 +32%
IBOK
875
Independence Bank of Kentucky
Kentucky
$298K -$59.9K -1,376 -17%
33 34
35
36 37