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Southern Company
SO

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 %
MWM
951
Mission Wealth Management
California
$226K +$572 +13 +0.3%
HCM
952
Hodges Capital Management
Texas
$225K -$47.2K -1,075 -17%
NICM
953
Neo Ivy Capital Management
New York
$225K +$225K +5,132 New
NAM
954
North American Management
Massachusetts
$224K -$35.1K -800 -14%
CA
955
Claro Advisors
Massachusetts
$224K +$224K +5,144 New
HDIM
956
Hanson & Doremus Investment Management
Vermont
$223K -$747 -17 -0.3%
Verition Fund Management
957
Verition Fund Management
Connecticut
$222K -$792K -18,006 -78%
PVWM
958
Point View Wealth Management
New Jersey
$222K -$2.86K -65 -1%
CC
959
Chicago Capital
Illinois
$221K – – –
JA
960
JOYN Advisors
Georgia
$221K +$34.6K +786 +19%
STMM
961
South Texas Money Management
Texas
$221K +$221K +5,037 New
ACA
962
Anchor Capital Advisors
Massachusetts
$220K -$2.2K -50 -1%
EWM
963
Elmwood Wealth Management
California
$220K – – –
SM
964
SG3 Management
Puerto Rico
$220K +$220K +5,000 New
CWS
965
Cypress Wealth Services
California
$219K -$120K -2,730 -35%
MHIC
966
Marble Harbor Investment Counsel
Massachusetts
$219K – – –
Koshinski Asset Management
967
Koshinski Asset Management
Illinois
$219K +$219K +4,991 New
JHCP
968
Jackson Hole Capital Partners
Oklahoma
$219K +$219K +4,995 New
Jones Financial Companies
969
Jones Financial Companies
Missouri
$216K -$4.41K -100 -2%
EWF
970
Epstein & White Financial
California
$215K -$35.3K -836 -14%
FWIA
971
Fort Washington Investment Advisors
Ohio
$215K – – –
LIC
972
Lodestar Investment Counsel
Illinois
$215K – – –
Group One Trading
973
Group One Trading
Illinois
$215K +$116K +2,646 +118%
TWA
974
TCI Wealth Advisors
Arizona
$214K -$24.6K -559 -10%
OIA
975
OneDigital Investment Advisors
Kansas
$214K -$615 -14 -0.3%
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