SO icon

Southern Company
SO

Overview Fund Activity

1,267 hedge funds and large institutions have $30.9B invested in Southern Company in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 498 increasing their positions, 437 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+55
Holders Change %
+4.54%
% of All Funds
27.47%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.41%
New
140
Increased
498
Reduced
437
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$94.7M
5
State Street
State Street
Massachusetts
+$92.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$194M
2
Morgan Stanley
Morgan Stanley
New York
-$131M
3
EIP
Epoch Investment Partners
New York
-$108M
4
CBOA
Commonwealth Bank of Australia
Australia
-$103M
5
ZP
Zimmer Partners
New York
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$5.47M -$103K -2,000 -2%
SAM
252
Securian Asset Management
Minnesota
$5.47M +$79.8K +1,544 +1%
AWM
253
Arbor Wealth Management
Florida
$5.41M +$146K +2,816 +3%
OPERF
254
Oregon Public Employees Retirement Fund
Oregon
$5.4M -$262K -5,062 -5%
SWMG
255
Signature Wealth Management Group
Georgia
$5.36M -$66.4K -1,284 -1%
KCM
256
Kanawha Capital Management
Virginia
$5.32M +$40.9K +792 +0.8%
MDCM
257
Morgan Dempsey Capital Management
Wisconsin
$5.32M +$165K +3,185 +3%
AMIM
258
Aull & Monroe Investment Management
Alabama
$5.31M -$204K -3,951 -4%
MCM
259
Maryland Capital Management
Maryland
$5.29M +$382K +7,386 +8%
VFA
260
Voya Financial Advisors
Connecticut
$5.26M +$381K +7,410 +8%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$5.21M +$127K +2,462 +3%
RIM
262
Redpoint Investment Management
Australia
$5.11M +$69.8K +1,351 +1%
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$5.09M +$1.24M +23,962 +32%
RJT
264
Raymond James Trust
Florida
$5.02M +$20.2K +391 +0.4%
CAM
265
Carret Asset Management
New York
$4.94M -$216K -4,180 -4%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$4.83M -$177K -3,877 -4%
PI
267
PineBridge Investments
New York
$4.83M -$4.65M -90,017 -49%
Assenagon Asset Management
268
Assenagon Asset Management
Luxembourg
$4.81M -$1.1M -21,286 -19%
WIC
269
Woodmont Investment Counsel
Tennessee
$4.77M -$737K -14,264 -13%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$4.73M +$4.73M +91,466 New
CB
271
Commerce Bank
Missouri
$4.72M +$115K +2,234 +3%
FA
272
Financial Advantage
Maryland
$4.71M +$28.3K +548 +0.6%
TNBTD
273
Trustmark National Bank Trust Department
Mississippi
$4.7M -$19.1K -370 -0.4%
NEAM
274
New England Asset Management
Connecticut
$4.69M +$176K +3,410 +4%
CIM
275
Cambria Investment Management
California
$4.67M +$29.5K +571 +0.6%
9 10
11
12 13