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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 %
KA
1026
Kaizen Advisory
Illinois
$100K – – –
FMTCOCP
1027
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K – – –
GTAM
1028
Global Trust Asset Management
Florida
$99K – – –
Simplex Trading
1029
Simplex Trading
Illinois
$99K +$99K +2,283 New
OFS
1030
Orrstown Financial Services
Pennsylvania
$98K – – –
Group One Trading
1031
Group One Trading
Illinois
$98K +$98K +2,246 New
CAGAS
1032
Capital Advisory Group Advisory Services
Minnesota
$94K +$131 +3 +0.1%
PG
1033
Patten Group
Tennessee
$90K -$28.5K -650 -24%
CPIG
1034
Chicago Partners Investment Group
Illinois
$85K +$60.7K +1,325 +250%
TAIM
1035
TD Ameritrade Investment Management
Nebraska
$84K +$84K +1,936 New
NL
1036
NVWM LLC
Pennsylvania
$82K – – –
ABA
1037
American Beacon Advisors
Texas
$82K +$6.49K +149 +9%
FIB
1038
First Interstate Bank
Montana
$81K -$12.1K -275 -13%
FPS
1039
Fieldpoint Private Securities
Connecticut
$81K – – –
WT
1040
Whittier Trust
California
$81K – – –
VIA
1041
Vantage Investment Advisors
Pennsylvania
$80K -$29.9K -684 -27%
TFO
1042
Tarbox Family Office
California
$79K – – –
FWM
1043
Focused Wealth Management
New York
$78K -$6.35K -145 -8%
CLOS
1044
Compagnie Lombard Odier SCmA
Switzerland
$77K – – –
LFG
1045
LifePlan Financial Group
Ohio
$76K – – –
NSB
1046
Norway Savings Bank
Maine
$76K +$4.35K +100 +6%
BWL
1047
Bogart Wealth LLC
Virginia
$74K -$3.07K -70 -4%
ECM
1048
EII Capital Management
New York
$73K – – –
TC
1049
Trust Company
Kansas
$72K -$2.57K -59 -3%
BA
1050
Ballew Advisors
Mississippi
$71K +$628 +14 +0.9%
40 41
42
43 44