SO icon

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 %
MFBTD
1101
MB Financial Bank - Trust Department
Illinois
$33K – – –
MWM
1102
MinichMacGregor Wealth Management
New York
$33K – – –
ECM
1103
Exchange Capital Management
Michigan
$31K – – –
FCMT
1104
Founders Capital Management (Texas)
Texas
$31K – – –
CA
1105
Crewe Advisors
Utah
$31K – – –
LM
1106
Luminus Management
Texas
$30.1K +$30.1K +690,636 New
PA
1107
Perennial Advisors
New York
$30K – – –
PO
1108
Private Ocean
California
$29K -$20.3K -470 -41%
TFA
1109
Toth Financial Advisory
Virginia
$29K – – –
CTB
1110
Country Trust Bank
Illinois
$29K +$5.53K +125 +24%
LF
1111
Lee Financial
Texas
$28K -$35.2K -817 -56%
QCIG
1112
Quad-Cities Investment Group
Iowa
$28K – – –
AssetMark Inc
1113
AssetMark Inc
California
$28K +$301 +7 +1%
CIA
1114
Cascade Investment Advisors
Oregon
$26.2K – – –
BWA
1115
Burt Wealth Advisors
Maryland
$26K +$343 +8 +1%
WG
1116
Welch Group
Alabama
$25.5K +$359 +8,224 +1%
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$25K -$19.3K -446 -44%
CIM
1118
Centersquare Investment Management
Pennsylvania
$25K – – –
FFW
1119
Fusion Family Wealth
New York
$25K +$265 +6 +1%
SMFS
1120
Squar Milner Financial Services
California
$24K – – –
SIAP
1121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K +$2.42K +56 +11%
FC
1122
Ferris Capital
Massachusetts
$23K -$840 -19 -4%
EWM
1123
Endurance Wealth Management
Rhode Island
$23K – – –
PCP
1124
Proficio Capital Partners
Massachusetts
$23K – – –
DOA
1125
D'Orazio & Associates
Virginia
$22K – – –
43 44
45
46 47