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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 %
CC
951
Chicago Capital
Illinois
$219K – – –
FHC
952
First Heartland Consultants
Missouri
$219K +$567 +13 +0.3%
MHIC
953
Marble Harbor Investment Counsel
Massachusetts
$218K – – –
NEPPG
954
New England Professional Planning Group
Rhode Island
$218K – – –
EWM
955
Elmwood Wealth Management
California
$218K – – –
Jones Financial Companies
956
Jones Financial Companies
Missouri
$217K +$17.4K +400 +9%
RC
957
RegentAtlantic Capital
New Jersey
$215K +$10.7K +246 +5%
EHWM
958
Eads & Heald Wealth Management
Georgia
$215K +$215K +4,929 New
FWIA
959
Fort Washington Investment Advisors
Ohio
$214K -$205K -4,700 -49%
MCM
960
Maple Capital Management
Vermont
$213K -$80.6K -1,849 -27%
LIC
961
Lodestar Investment Counsel
Illinois
$213K – – –
OIA
962
OneDigital Investment Advisors
Kansas
$213K +$9.6K +220 +5%
CCM
963
Compton Capital Management
Rhode Island
$212K – – –
BFC
964
Bedel Financial Consulting
Indiana
$211K +$133 +3 +0.1%
RCM
965
RNC Capital Management
California
$210K – – –
WA
966
WealthTrust Axiom
Pennsylvania
$210K – – –
BCA
967
Bay Colony Advisors
Massachusetts
$210K – – –
OAM
968
Oppenheimer Asset Management
New York
$209K -$8.48K -194 -4%
FFC
969
First Financial Corp
Indiana
$209K – – –
SCM
970
Southport Capital Management
Tennessee
$208K +$392 +9 +0.2%
JLBC
971
J.L. Bainbridge & Co
Florida
$208K +$208K +4,761 New
SCM
972
Salem Capital Management
Massachusetts
$207K -$13.1K -300 -6%
OSNBOA
973
Old Second National Bank of Aurora
Illinois
$206K -$4.36K -100 -2%
BRM
974
Boston Research & Management
Massachusetts
$205K – – –
RB
975
Rodgers Brothers
Pennsylvania
$205K – – –
37 38
39
40 41