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Southern Company
SO

Overview Fund Activity

1,272 hedge funds and large institutions have $34B invested in Southern Company in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 516 increasing their positions, 455 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,272
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.67%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.44%
New
90
Increased
516
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$241M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$162M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$152M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$150M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$159M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$89.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$68.8M
5
CC
Carlson Capital
Texas
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
376
Rench Wealth Management
Texas
$2.79M +$12.8K +232 +0.5%
GAM
377
Griffin Asset Management
New York
$2.78M -$34.8K -630 -1%
AAS
378
Avantax Advisory Services
Texas
$2.76M +$474K +8,571 +21%
CBTWT
379
Community Bank & Trust (Waco, Texas)
Texas
$2.74M -$66.3K -1,199 -2%
PMG
380
ProVise Management Group
Florida
$2.71M -$17.4K -314 -0.6%
MCM
381
Monument Capital Management
Virginia
$2.7M +$28.5K +519 +1%
SLI
382
Sumitomo Life Insurance
Japan
$2.69M +$109K +1,967 +4%
PAM
383
Palisade Asset Management
Minnesota
$2.69M -$38.7K -700 -1%
KRS
384
Kentucky Retirement Systems
Kentucky
$2.68M +$179K +3,240 +7%
TF
385
TIAA FSB
Florida
$2.66M +$87.9K +1,590 +3%
CPO
386
Cerity Partners OCIO
New York
$2.64M -$1.74M -31,495 -40%
DC
387
Davenport & Co
Virginia
$2.63M +$299K +5,406 +13%
DZ Bank
388
DZ Bank
Germany
$2.63M -$3.99M -72,150 -60%
V
389
Veritable
Delaware
$2.63M -$76.8K -1,390 -3%
AIM
390
Anchor Investment Management
South Carolina
$2.61M -$33.4K -604 -1%
Victory Capital Management
391
Victory Capital Management
Texas
$2.61M +$1.77M +31,970 +211%
ERSOT
392
Employees Retirement System of Texas
Texas
$2.6M +$276K +5,000 +12%
Mackenzie Financial
393
Mackenzie Financial
Ontario, Canada
$2.55M -$13.6M -246,746 -84%
WFG
394
Wills Financial Group
Virginia
$2.53M +$6.3K +114 +0.2%
DF
395
Donoghue Forlines
Massachusetts
$2.53M +$2.53M +45,772 New
CAPTRUST Financial Advisors
396
CAPTRUST Financial Advisors
North Carolina
$2.51M +$355K +6,428 +16%
BOH
397
Bank of Hawaii
Hawaii
$2.49M -$66.7K -1,206 -3%
ATFA
398
All Terrain Financial Advisors
Minnesota
$2.48M -$4.86K -88 -0.2%
TU
399
TDAM USA
Ontario, Canada
$2.44M -$133K -2,401 -5%
ECM
400
Everence Capital Management
Indiana
$2.42M – – –
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