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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 %
MME
426
Meag Munich Ergo
Germany
$2.02M -$6.76M -131,722 -77%
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$2.02M +$66.4K +1,285 +3%
BKA
428
Brick & Kyle Associates
Pennsylvania
$2.01M -$9.67K -187 -0.5%
MMPW
429
Mitchell McLeod Pugh & Williams
Alabama
$1.99M +$58.9K +1,140 +3%
VF
430
Virtu Financial
New York
$1.99M +$539K +10,423 +37%
CAM
431
Cozad Asset Management
Illinois
$1.99M -$24.6K -477 -1%
FLI
432
Family Legacy Inc
South Carolina
$1.98M -$17.4K -337 -0.9%
CFB
433
Cullen/Frost Bankers
Texas
$1.98M +$334K +6,465 +20%
UR
434
USCA RIA
Texas
$1.97M +$343K +6,646 +21%
SPIA
435
Steward Partners Investment Advisory
New York
$1.96M +$43.8K +848 +2%
MIAN
436
Mariner Independent Advisor Network
Kansas
$1.95M -$123K -2,390 -6%
TAM
437
Tiverton Asset Management
Delaware
$1.93M +$484K +9,359 +34%
B
438
Barings
North Carolina
$1.92M +$910K +17,600 +90%
FG
439
Fiduciary Group
Georgia
$1.89M +$56.8K +1,100 +3%
Brown Advisory
440
Brown Advisory
Maryland
$1.87M +$480K +9,283 +35%
NC
441
NewSquare Capital
Pennsylvania
$1.86M -$26K -504 -1%
TCM
442
Telos Capital Management
California
$1.85M +$45.2K +874 +2%
OI
443
Oakbrook Investments
Illinois
$1.85M +$12.9K +250 +0.7%
KCPG
444
Kavar Capital Partners Group
Kansas
$1.84M – – –
SFS
445
Sowell Financial Services
Arkansas
$1.84M +$95.5K +1,848 +5%
LF
446
Lantz Financial
Illinois
$1.84M +$1.84M +35,686 New
MERSOM
447
Municipal Employees' Retirement System of Michigan
Michigan
$1.84M -$687K -13,300 -27%
PA
448
Pinnacle Associates
New York
$1.83M -$132K -2,550 -7%
GIP
449
Greatmark Investment Partners
Georgia
$1.81M -$1.29K -25 -0.1%
NB
450
NBT Bank
New York
$1.81M +$28.5K +551 +2%
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