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Southern Company
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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 %
JFGIW
901
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$262K +$18.6K +423 +8%
IBOK
902
Independence Bank of Kentucky
Kentucky
$261K -$39K -889 -13%
VFP
903
Verus Financial Partners
Virginia
$261K – – –
AWM
904
Aevitas Wealth Management
Massachusetts
$261K +$1.19K +27 +0.5%
GI
905
Gradient Investments
Minnesota
$260K -$16.8K -382 -6%
HC
906
HNP Capital
New York
$260K +$260K +5,923 New
CCM
907
Covington Capital Management
California
$259K -$43.9K -1,000 -14%
WWM
908
Western Wealth Management
Colorado
$259K +$259K +5,640 New
VCM
909
Violich Capital Management
California
$254K – – –
SIAG
910
Signet Investment Advisory Group
Rhode Island
$254K +$254K +5,800 New
BHWM
911
Bay Harbor Wealth Management
Maryland
$252K +$252K +5,730 New
TCPWM
912
Traverso Chambers Private Wealth Management
California
$252K +$252K +5,737 New
SA
913
Strategic Advisors
New York
$251K -$483 -11 -0.2%
AWM
914
Affinity Wealth Management
Delaware
$250K +$250K +5,683 New
PWSG
915
Pacific Wealth Strategies Group
California
$249K -$23.6K -538 -9%
CT
916
Coastline Trust
Rhode Island
$249K – – –
SCA
917
Stonebridge Capital Advisors
Minnesota
$249K +$7.02K +160 +3%
BIA
918
BHK Investment Advisors
Alabama
$248K +$1.1K +25 +0.4%
SIA
919
Strategic Investment Advisors
Michigan
$248K +$248K +5,648 New
HVIA
920
Hudson Valley Investment Advisors
New York
$246K -$73.1K -1,666 -23%
WAP
921
Wealthcare Advisory Partners
Pennsylvania
$246K -$7.85K -179 -3%
NSIM
922
North Star Investment Management
Illinois
$246K – – –
PIA
923
Peachtree Investment Advisors
Georgia
$246K – – –
DLHL
924
Donald L. Hagan LLC
Florida
$245K – – –
JCM
925
Jacobi Capital Management
Pennsylvania
$245K +$49.3K +1,121 +25%
35 36
37
38 39