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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 %
BRC
976
Bell Rock Capital
Delaware
$205K +$263 +6 +0.1%
IWC
977
Integrated Wealth Concepts
Massachusetts
$204K -$65.1K -1,508 -24%
WP
978
WealthPLAN Partners
Nebraska
$203K +$203K +4,357 New
ST
979
Spinnaker Trust
Maine
$200K -$388K -8,925 -66%
WT
980
Washington Trust
Rhode Island
$200K -$154K -3,522 -43%
ARMT
981
Amica Retiree Medical Trust
Rhode Island
$198K -$145K -3,318 -42%
PA
982
Parallel Advisors
California
$197K -$25K -574 -11%
SNT
983
Security National Trust
West Virginia
$197K +$35.9K +825 +22%
JCM
984
Jacobi Capital Management
Pennsylvania
$194K +$25.5K +584 +15%
MRCM
985
M&R Capital Management
New Jersey
$192K +$4.36K +100 +2%
BWA
986
BDO Wealth Advisors
Florida
$189K +$27.3K +625 +17%
JA
987
JOYN Advisors
Georgia
$185K -$12.1K -278 -6%
C
988
Cerebellum
California
$182K +$182K +4,170 New
SBL
989
Sargent Bickham Lagudis
Colorado
$175K +$87 +2 +0%
FMP
990
Financial Management Professionals
Texas
$174K – – –
RE
991
RBC Europe
United Kingdom
$167K – – –
SAM
992
Shamrock Asset Management
Texas
$164K +$131 +3 +0.1%
PAMG
993
Patton Albertson Miller Group
Tennessee
$162K +$162K +3,515 New
LNB
994
Ledyard National Bank
$160K +$5.03K +115 +3%
HWA
995
Heritage Wealth Advisors
Virginia
$152K +$152K +3,500 New
RFM
996
Royal Fund Management
Florida
$151K – – –
RWA
997
Ropes Wealth Advisors
Massachusetts
$149K -$21.8K -500 -13%
CFA
998
Camarda Financial Advisors
Florida
$148K +$148K +3,400 New
LWCFA
999
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K -$46.1K -1,060 -24%
AIM
1000
Achmea Investment Management
Netherlands
$143K -$246K -5,665 -63%
38 39
40
41 42