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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 %
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$141K -$19.7K -452 -12%
PFO
1002
Pathstone Family Office
New Jersey
$141K +$141K +3,229 New
MPIA
1003
Mountain Pacific Investment Advisers
Idaho
$140K +$140K +3,201 New
SWA
1004
Sutton Wealth Advisors
Florida
$138K -$131 -3 -0.1%
JWM
1005
Janiczek Wealth Management
Colorado
$136K – – –
HCM
1006
Hilton Capital Management
New York
$132K – – –
KLWA
1007
Kelly Lawrence W & Associates
California
$131K – – –
FL
1008
Fort LP
Maryland
$128K +$128K +2,940 New
PVH
1009
Psagot Value Holdings
Israel
$127K +$127K +2,910 New
QAM
1010
QCI Asset Management
New York
$126K -$130K -2,997 -51%
GLI
1011
Guardian Life Insurance
New York
$125K +$2.88K +66 +2%
SIS
1012
Sound Income Strategies
Florida
$124K +$56.4K +1,299 +83%
MCM
1013
Manchester Capital Management
Vermont
$121K – – –
BAM
1014
Barrett Asset Management
New York
$114K – – –
HS
1015
Horan Securities
United States
$114K – – –
AIM
1016
Advantage Investment Management
Iowa
$113K -$3.35K -77 -3%
CM
1017
Caption Management
Oklahoma
$113K +$113K +2,600 New
SWP
1018
Strategic Wealth Partners
Ohio
$112K -$36K -826 -24%
KTC
1019
Kistler-Tiffany Companies
Pennsylvania
$110K -$12.9K -296 -10%
BWM
1020
BerganKDV Wealth Management
Minnesota
$110K -$12.3K -284 -10%
ARMC
1021
American Research & Management Company
Massachusetts
$108K -$8.74K -200 -7%
KPCM
1022
Kings Point Capital Management
New York
$107K – – –
AA
1023
AlphaMark Advisors
Kentucky
$107K +$744 +17 +0.7%
HR
1024
Howe & Rusling
New York
$102K -$42.7K -979 -29%
SFM
1025
Signet Financial Management
New Jersey
$101K -$8.26K -190 -8%
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