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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 %
BIA
926
BHK Investment Advisors
Alabama
$245K +$245K +5,615 New
NSIM
927
North Star Investment Management
Illinois
$244K – – –
PIA
928
Peachtree Investment Advisors
Georgia
$244K – – –
FBT
929
First Bankers Trust
Kentucky
$243K – – –
DLHL
930
Donald L. Hagan LLC
Florida
$243K +$243K +5,578 New
BCM
931
BlueCrest Capital Management
Jersey
$242K -$104K -2,378 -30%
JFGIW
932
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$1.62K +37 +0.7%
AP
933
Appleton Partners
Massachusetts
$240K -$21.4K -490 -8%
SCA
934
Stonebridge Capital Advisors
Minnesota
$240K +$2.18K +50 +0.9%
CAM
935
Centre Asset Management
New York
$239K +$239K +5,480 New
BIA
936
Bigelow Investment Advisors
Maine
$238K -$30.5K -700 -11%
AAM
937
Ascension Asset Management
New York
$238K – – –
TWA
938
TCI Wealth Advisors
Arizona
$237K – – –
DDC
939
DF Dent & Co
Maryland
$235K – – –
AIP
940
Ahrens Investment Partners
Louisiana
$234K -$32.3K -1,025 -12%
ZAM
941
Zevin Asset Management
Massachusetts
$231K – – –
TSW
942
Thompson Siegel & Walmsley
Virginia
$228K – – –
TSS
943
Two Sigma Securities
New York
$226K -$2.26M -51,813 -91%
SSB
944
Sandy Spring Bank
Maryland
$225K -$26.9K -618 -11%
FCAG
945
First Capital Advisors Group
New Jersey
$224K -$3.35K -77 -1%
WG
946
Winton Group
United Kingdom
$224K +$224K +5,139 New
MWM
947
Mission Wealth Management
California
$223K -$124K -2,837 -36%
PVWM
948
Point View Wealth Management
New Jersey
$223K – – –
HDIM
949
Hanson & Doremus Investment Management
Vermont
$222K – – –
ACA
950
Anchor Capital Advisors
Massachusetts
$220K – – –
36 37
38
39 40