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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.

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
1
Renaissance Technologies
New York
$210M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.66B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M
4
ZP
4
Zimmer Partners
New York
$63.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$216M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$251M
2
Goldman Sachs
2
Goldman Sachs
New York
$397M
3
CBOA
3
Commonwealth Bank of Australia
Australia
$276M
4
EIP
4
Energy Income Partners
Connecticut
$2.96M
5
CIC
5
Crawford Investment Counsel
Georgia
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
76
Ariel Investments
Illinois
$38.6M 885,251 +14,914 +2%
Robeco Institutional Asset Management
77
Robeco Institutional Asset Management
Netherlands
$38.2M 876,977 +75,812 +9%
WHRC
78
W.H. Reaves & Co
New Jersey
$38.2M 876,050 – –
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$36.9M 845,596 -19,603 -2%
H
80
Hexavest
Quebec, Canada
$36.4M 835,405 -52,813 -6%
APG Asset Management
81
APG Asset Management
Netherlands
$34.3M 914,369 +121,300 +15%
LPL Financial
82
LPL Financial
California
$34.3M 786,192 -69,755 -8%
EP
83
Elkfork Partners
Oregon
$31.1M 712,912 -35,054 -5%
PCA
84
Personal Capital Advisors
California
$30.7M 704,002 +37,905 +6%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$30.5M 699,330 +22,596 +3%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.1M 691,394 -11,125 -2%
MIS
87
Morningstar Investment Services
Illinois
$30M 689,037 -55,664 -7%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$29.6M 679,862 -23,356 -3%
USAA
89
United Services Automobile Association
Texas
$29M 664,653 +3,826 +0.6%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$29M 664,556 -28,308 -4%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$28.1M 645,634 +28,057 +5%
AAMU
92
Amundi Asset Management US
Massachusetts
$28M 642,927 +65,574 +11%
PAMU
93
Pictet Asset Management (UK)
United Kingdom
$27.8M 637,793 +89,700 +16%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$27M 619,571 +15,829 +3%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$26.9M 616,616 +199,488 +48%
Citigroup
96
Citigroup
New York
$26.5M 608,074 +166,030 +38%
Capstone Investment Advisors
97
Capstone Investment Advisors
New York
$26.3M 603,886 +599,541 +13,798%
AAM
98
Advisors Asset Management
Colorado
$26.2M 600,985 +30,633 +5%
GHCM
99
Glen Harbor Capital Management
California
$25.6M 587,104 -28,868 -5%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$25.4M 581,544 +214,538 +58%
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4
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