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 %
LIA
376
LS Investment Advisors
Michigan
$2.7M -$73K -1,413 -3%
BCCM
377
Bridge Creek Capital Management
Massachusetts
$2.67M -$28.4K -550 -1%
CAN
378
Cetera Advisor Networks
California
$2.64M +$59.9K +1,157 +2%
Natixis Advisors
379
Natixis Advisors
Massachusetts
$2.64M -$287K -5,554 -10%
GAM
380
Griffin Asset Management
New York
$2.63M -$131K -2,540 -5%
CBTWT
381
Community Bank & Trust (Waco, Texas)
Texas
$2.62M -$13.7K -265 -0.5%
HI
382
HBK Investments
Texas
$2.62M -$1.45M -28,135 -36%
RWM
383
Rench Wealth Management
Texas
$2.6M +$82.7K +1,600 +3%
VAM
384
Verity Asset Management
North Carolina
$2.59M +$1.85M +35,809 +251%
Qube Research & Technologies (QRT)
385
Qube Research & Technologies (QRT)
United Kingdom
$2.56M +$918K +17,765 +56%
PAM
386
Palisade Asset Management
Minnesota
$2.55M – – –
PMG
387
ProVise Management Group
Florida
$2.55M -$221K -4,286 -8%
V
388
Veritable
Delaware
$2.53M -$111K -2,157 -4%
NIT
389
NumerixS Investment Technologies
British Columbia, Canada
$2.52M +$1.38M +26,818 +120%
QSS
390
Quantitative Systematic Strategies
Florida
$2.52M +$2.52M +48,696 New
MCM
391
Monument Capital Management
Virginia
$2.51M -$60K -1,161 -2%
AIM
392
Anchor Investment Management
South Carolina
$2.47M -$25.2K -487 -1%
SLI
393
Sumitomo Life Insurance
Japan
$2.42M -$274K -5,309 -10%
TF
394
TIAA FSB
Florida
$2.41M +$90.7K +1,754 +4%
TU
395
TDAM USA
Ontario, Canada
$2.4M -$1.05M -20,276 -30%
BOH
396
Bank of Hawaii
Hawaii
$2.39M -$131K -2,538 -5%
WFG
397
Wills Financial Group
Virginia
$2.36M -$59.1K -1,143 -2%
KRS
398
Kentucky Retirement Systems
Kentucky
$2.34M +$24.7K +477 +1%
Jane Street
399
Jane Street
New York
$2.34M +$2.34M +45,212 New
BAM
400
Blueshift Asset Management
New Jersey
$2.33M +$2.33M +45,115 New
14 15
16
17 18