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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
$210M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.66B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$376M
4
ZP
Zimmer Partners
New York
$63.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$216M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$251M
2
Goldman Sachs
Goldman Sachs
New York
$397M
3
CBOA
Commonwealth Bank of Australia
Australia
$276M
4
EIP
Energy Income Partners
Connecticut
$2.96M
5
CIC
Crawford Investment Counsel
Georgia
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$12.5M +$555K +12,744 +5%
SEI Investments
152
SEI Investments
Pennsylvania
$12.3M -$5.44M -124,665 -31%
CA
153
Commerzbank Aktiengesellschaft
Germany
$12.1M +$1.68M +38,635 +16%
Comerica Bank
154
Comerica Bank
Texas
$11.9M -$2.15M -48,165 -15%
DIA
155
Davidson Investment Advisors
Montana
$11.7M +$322K +7,375 +3%
TNB
156
Thomasville National Bank
Georgia
$11.6M +$86.3K +1,980 +0.8%
BNP Paribas Asset Management
157
BNP Paribas Asset Management
France
$11.1M -$1.53M -34,978 -12%
NPA
158
Nichols & Pratt Advisers
Massachusetts
$10.9M +$153K +3,500 +1%
GHA
159
GW Henssler & Associates
Georgia
$10.9M +$528K +12,116 +5%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$10.6M -$931K -21,351 -8%
AG
161
Advisor Group
Arizona
$10.6M +$1.66M +38,018 +19%
Lazard Asset Management
162
Lazard Asset Management
New York
$10.5M +$10.1M +231,678 +2,791%
CAI
163
Capital Advisors Inc
Oklahoma
$10.3M -$195K -4,474 -2%
FFIC
164
First Fiduciary Investment Counsel
Ohio
$10.1M -$265K -6,077 -3%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$10M +$9.56M +219,377 +1,982%
Creative Planning
166
Creative Planning
Kansas
$10M +$1.29M +29,651 +15%
TPSF
167
Texas Permanent School Fund
Texas
$9.93M -$837K -19,200 -8%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$9.88M -$560K -12,849 -5%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$9.87M -$9.59M -220,028 -49%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$9.52M -$122K -2,789 -1%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$9.47M -$81.2K -1,863 -0.9%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$9.42M +$4.15M +95,338 +79%
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
$9.28M -$140K -3,200 -1%
BG
174
Bollard Group
Massachusetts
$9.11M +$280K +6,419 +3%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$8.91M +$8.91M +204,297 New
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