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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 %
VCM
1051
Versant Capital Management
Arizona
$66K -$16.7K -389 -20%
MA
1052
MCF Advisors
Kentucky
$66K +$217 +5 +0.3%
JWA
1053
JFS Wealth Advisors
Pennsylvania
$66K +$4.22K +97 +7%
WCM
1054
Whitener Capital Management
North Carolina
$66K +$66K +1,535 New
NWM
1055
Northwest Wealth Management
Iowa
$65K – – –
CAG
1056
Csenge Advisory Group
Florida
$64K -$173K -3,692 -73%
PCM
1057
Princeton Capital Management
New Jersey
$64K – – –
JGIA
1058
Jackson Grant Investment Advisers
Connecticut
$64K +$835 +19 +1%
SIM
1059
Sonora Investment Management
Arizona
$63K – – –
PCTC
1060
Perkins Coie Trust Company
Washington
$62K – – –
CWSR
1061
Chessman Wealth Strategies RIA
Texas
$62K +$62K +1,415 New
BWM
1062
Baystate Wealth Management
Massachusetts
$61K +$794 +18 +1%
TPWA
1063
TRUE Private Wealth Advisors
Oregon
$59.1K +$59.1K +1,356 New
CHP
1064
Cable Hill Partners
Oregon
$58K -$94.7K -2,215 -62%
MSA
1065
Marino Stram & Associates
Massachusetts
$58K -$2.19K -50 -4%
QCG
1066
Quadrant Capital Group
Ohio
$57K -$186K -5,045 -77%
WC
1067
Whitney & Co
New York
$57K -$22.6K -483 -28%
WB
1068
Webster Bank
Connecticut
$57K +$1.57K +36 +3%
CWA
1069
Clarus Wealth Advisors
Arizona
$55K -$9.13K -211 -14%
GSC
1070
G&S Capital
Colorado
$55K – – –
AF
1071
Arrow Financial
New York
$54K +$2.63K +60 +5%
KF
1072
Krilogy Financial
Missouri
$53K +$53K +1,205 New
RMAM
1073
Raab & Moskowitz Asset Management
New Jersey
$53K +$53K +1,222 New
FQ
1074
First Quadrant
California
$52K – – –
CT
1075
Clearstead Trust
Maine
$51K -$41.7K -960 -45%
41 42
43
44 45