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Southern Company
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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 %
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$4.07M +$2.32M +44,891 +133%
MYAM
302
Meiji Yasuda Asset Management
Japan
$4.06M – – –
CWM
303
Cahaba Wealth Management
Georgia
$4.03M -$1.12M -21,669 -22%
BCM
304
Birmingham Capital Management
Alabama
$3.96M -$56.9K -1,100 -1%
HB
305
Homrich & Berg
Georgia
$3.94M +$141K +2,727 +4%
WBC
306
Westpac Banking Corp
Australia
$3.93M – – –
MIA
307
MainStreet Investment Advisors
Illinois
$3.91M +$364K +7,051 +10%
PAM
308
Private Asset Management
California
$3.91M -$54.5K -1,055 -1%
SIG
309
Sky Investment Group
Connecticut
$3.89M -$38.8K -750 -1%
JPMPWA
310
J.P. Morgan Private Wealth Advisors
California
$3.88M +$61.3K +1,186 +2%
IFAM
311
Institutional & Family Asset Management
Colorado
$3.82M -$80.7K -1,562 -2%
PFP
312
Pinnacle Financial Partners
Tennessee
$3.82M +$234K +4,519 +7%
CC
313
Centiva Capital
New York
$3.81M +$1.21M +23,500 +47%
WAM
314
World Asset Management
Michigan
$3.67M +$402K +7,783 +12%
NWP
315
Northstar Wealth Partners
Connecticut
$3.67M -$19.4K -375 -0.5%
PA
316
Profund Advisors
Maryland
$3.65M -$946K -18,317 -21%
DRS
317
Deane Retirement Strategies
Louisiana
$3.65M -$28.5K -552 -0.8%
WorldQuant Millennium Advisors
318
WorldQuant Millennium Advisors
New York
$3.6M +$376K +7,267 +12%
OC
319
Oppenheimer & Co
New York
$3.55M -$235K -4,556 -6%
SPC
320
Sigma Planning Corp
Michigan
$3.54M +$502K +9,722 +17%
CTC
321
Central Trust Company
Missouri
$3.54M +$61.4K +1,187 +2%
SCM
322
Schnieders Capital Management
California
$3.54M +$31K +600 +0.9%
AF
323
Alerus Financial
North Dakota
$3.51M +$227K +4,388 +7%
FA
324
FDx Advisors
Illinois
$3.47M +$2.61M +50,427 +302%
SFI
325
Susquehanna Fundamental Investments
Pennsylvania
$3.47M +$3.47M +67,100 New
11 12
13
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