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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 %
CAM
426
Cozad Asset Management
Illinois
$2.12M -$10.7K -194 -0.5%
SFA
427
Semmax Financial Advisors
North Carolina
$2.11M +$571K +10,331 +37%
CCT
428
Chemung Canal Trust
New York
$2.11M -$1.37M -24,801 -39%
ACM
429
Azimuth Capital Management
Michigan
$2.09M -$305K -5,520 -13%
RVM
430
Robinson Value Management
Texas
$2.08M +$2.08M +37,571 New
Brown Advisory
431
Brown Advisory
Maryland
$2.05M +$51.8K +936 +3%
KCPG
432
Kavar Capital Partners Group
Kansas
$2.05M +$77.4K +1,400 +4%
NC
433
NewSquare Capital
Pennsylvania
$2.04M +$51.4K +930 +3%
GWM
434
Geneos Wealth Management
Colorado
$2.04M -$4.83M -87,410 -70%
LF
435
Lantz Financial
Illinois
$2.02M +$30.9K +554 +2%
SB
436
Simmons Bank
Arkansas
$2M +$235K +4,259 +13%
FG
437
Fiduciary Group
Georgia
$1.96M -$63.6K -1,150 -3%
PNC
438
Park National Corp
Ohio
$1.94M -$240K -4,343 -11%
ZB
439
Zions Bancorporation
Utah
$1.94M +$144K +2,603 +8%
GIP
440
Greatmark Investment Partners
Georgia
$1.94M – – –
TCM
441
Telos Capital Management
California
$1.94M -$46.9K -849 -2%
PA
442
Pinnacle Associates
New York
$1.92M -$36.1K -653 -2%
FBT
443
First Bank & Trust
South Dakota
$1.92M +$134K +2,431 +8%
SWP
444
Stratos Wealth Partners
Ohio
$1.91M +$10.4K +188 +0.5%
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$1.91M -$10.1K -182 -0.5%
CNBT
446
Canandaigua National Bank & Trust
New York
$1.9M +$343K +6,197 +22%
OI
447
Oakbrook Investments
Illinois
$1.9M -$78.8K -1,425 -4%
MCM
448
Mainstay Capital Management
Michigan
$1.88M +$255K +4,610 +16%
NB
449
NBT Bank
New York
$1.84M -$97.6K -1,765 -5%
HKIM
450
Hayek Kallen Investment Management
Alabama
$1.84M – – –
16 17
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