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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 %
CL
876
Choreo LLC
Illinois
$298K -$3.23K -74 -1%
GP
877
Girard Partners
Pennsylvania
$297K +$15.6K +359 +6%
RGC
878
Roberts, Glore & Co
Illinois
$296K -$8.72K -200 -3%
WIA
879
Wealthstreet Investment Advisors
Texas
$296K – – –
TA
880
Tiedemann Advisors
New York
$293K -$73.4K -1,682 -20%
GLA
881
Great Lakes Advisors
Illinois
$293K +$293K +6,717 New
CTA
882
Colonial Trust Advisors
South Carolina
$285K -$9.54K -219 -3%
SG
883
StoneX Group
New York
$285K +$9.19K +211 +3%
CFD
884
Creative Financial Designs
Indiana
$284K -$130K -2,968 -31%
PJSIMP
885
P.J. Schmidt Investment Management (PJS)
Wisconsin
$283K – – –
LIM
886
Lathrop Investment Management
Arkansas
$282K – – –
KFC
887
Klingenstein Fields & Co
New York
$282K – – –
RIM
888
Redwood Investment Management
Arizona
$282K +$58.9K +1,351 +26%
WSFS
889
Wilmington Savings Fund Society
Delaware
$280K -$10.8K -248 -4%
BCWM
890
Bartlett & Co Wealth Management
Ohio
$278K +$785 +18 +0.3%
First Manhattan
891
First Manhattan
New York
$278K -$43 -1 -0%
BC
892
Bartlett & Co
Ohio
$278K +$784 +18 +0.3%
LJAC
893
L.J. Altfest & Co
New York
$276K – – –
PCG
894
Private Capital Group
Connecticut
$275K -$16.8K -387 -6%
AWCI
895
Alpine Woods Capital Investors
New York
$275K – – –
GI
896
Gradient Investments
Minnesota
$275K +$4.36K +100 +2%
CSM
897
CAMG Solamere Management
North Carolina
$272K -$136K -3,163 -33%
PWSG
898
Pacific Wealth Strategies Group
California
$271K -$7.02K -161 -3%
BC
899
Banced Corp
Illinois
$270K – – –
HCM
900
Hodges Capital Management
Texas
$270K +$523 +12 +0.2%
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36
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