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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 %
GAMA
901
Graticule Asia Macro Advisors
New York
$270K +$270K +6,200 New
MHIM
902
MacNealy Hoover Investment Management
Ohio
$268K – – –
IMOV
903
Investment Management of Virginia
Virginia
$267K -$21.8K -500 -8%
GCM
904
Gables Capital Management
Florida
$266K – – –
GT
905
Greenleaf Trust
Michigan
$265K -$61K -1,399 -19%
MMG
906
Monetary Management Group
Missouri
$263K -$8.73K -200 -3%
MHS
907
M Holdings Securities
Oregon
$262K +$11.3K +260 +5%
HBT
908
Hills Bank & Trust
Iowa
$262K +$262K +6,019 New
ST
909
Smithfield Trust
Pennsylvania
$261K – – –
VFP
910
Verus Financial Partners
Virginia
$261K +$17.5K +400 +7%
EWF
911
Epstein & White Financial
California
$259K -$123K -2,808 -32%
AWM
912
Aevitas Wealth Management
Massachusetts
$258K -$16.2K -371 -6%
GT
913
Glenview Trust
Kentucky
$258K +$958 +22 +0.4%
CBN
914
Cadence Bank NA
Texas
$257K -$16.5K -379 -6%
NAM
915
North American Management
Massachusetts
$257K – – –
CCM
916
Crossvault Capital Management
Texas
$256K – – –
MWAC
917
Mariner Wealth Advisors (Cincinnati)
Ohio
$256K +$2.88K +66 +1%
Cerity Partners
918
Cerity Partners
New York
$254K +$37.6K +864 +17%
CAM
919
CenterStar Asset Management
Illinois
$253K -$249K – –
VCM
920
Violich Capital Management
California
$252K -$18.5K -425 -7%
WAP
921
Wealthcare Advisory Partners
Pennsylvania
$252K -$2.61K -60 -1%
SA
922
Strategic Advisors
New York
$250K +$2.05K +47 +0.8%
CT
923
Coastline Trust
Rhode Island
$247K -$96.3K -2,210 -28%
ZCA
924
Zeke Capital Advisors
Pennsylvania
$247K +$247K +5,656 New
AUB
925
Atlantic Union Bankshares
Virginia
$246K -$17.5K -400 -7%
35 36
37
38 39