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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 %
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$7.34M +$5.65M +129,503 +333%
QC
202
Quadrature Capital
United Kingdom
$7.25M +$7.25M +166,340 New
ACC
203
Accident Compensation Corp
New Zealand
$7.15M -$153K -3,500 -2%
NIA
204
Northstar Investment Advisors
Colorado
$7.1M +$137K +3,148 +2%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$7.04M -$210K -4,828 -3%
MSV
206
MN Services Vermogensbeheer
Netherlands
$6.99M – – –
HNB
207
Huntington National Bank
Ohio
$6.97M -$1.12M -25,743 -14%
Truist Financial
208
Truist Financial
North Carolina
$6.92M +$45.3K +1,039 +0.7%
CAMG
209
CWA Asset Management Group
Florida
$6.83M +$671K +15,380 +11%
GAM
210
Gotham Asset Management
New York
$6.82M +$5.77M +132,413 +550%
ARTA
211
A.R.T. Advisors
New York
$6.8M +$6.8M +155,900 New
MML Investors Services
212
MML Investors Services
Massachusetts
$6.66M +$1.72M +39,337 +35%
IAA
213
Independent Advisor Alliance
North Carolina
$6.65M +$334K +8,004 +5%
MME
214
Meag Munich Ergo
Germany
$6.63M +$1.19M +27,590 +22%
CWM
215
Cornerstone Wealth Management
Missouri
$6.6M -$242K -12,034 -4%
HIMCH
216
Hartford Investment Management Co (HIMCO)
Connecticut
$6.56M -$708K -16,239 -10%
EVM
217
Eaton Vance Management
Massachusetts
$6.54M -$10M -229,667 -60%
SHA
218
Shelter Harbor Advisors
Connecticut
$6.54M +$6.54M +150,000 New
EWM
219
Edge Wealth Management
New York
$6.53M +$1.06M +24,375 +19%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$6.52M -$130K -2,982 -2%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$6.5M +$3.75M +85,986 +137%
JG
222
Jefferies Group
New York
$6.47M +$5.06M +115,941 +358%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$6.45M -$228K -5,233 -3%
BCM
224
Brookstone Capital Management
Illinois
$6.42M -$452K -10,359 -7%
HFS
225
HL Financial Services
Kentucky
$6.38M +$109K +2,508 +2%
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