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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 %
SBIA
451
Sheaff Brock Investment Advisors
Indiana
$1.79M +$90.5K +1,752 +5%
SWP
452
Stratos Wealth Partners
Ohio
$1.78M +$58.9K +1,139 +3%
CA
453
Cullinan Associates
Kentucky
$1.77M -$18.1K -350 -1%
LNC
454
Lincoln National Corp
Pennsylvania
$1.74M +$81.3K +1,572 +5%
HKIM
455
Hayek Kallen Investment Management
Alabama
$1.72M -$5.17K -100 -0.3%
GWMIA
456
Global Wealth Management Investment Advisory
Florida
$1.7M -$124K -2,403 -7%
RI
457
Rudd International
Florida
$1.7M -$84.1K -1,628 -5%
WS
458
Wedbush Securities
California
$1.68M +$13.2K +256 +0.8%
ZB
459
Zions Bancorporation
Utah
$1.68M +$1.68M +32,546 New
GCA
460
Gideon Capital Advisors
New York
$1.68M -$2.52M -48,780 -60%
FBT
461
First Bank & Trust
South Dakota
$1.67M +$130K +2,511 +8%
SB
462
Simmons Bank
Arkansas
$1.65M +$21.2K +410 +1%
WA
463
Waverly Advisors
Alabama
$1.65M +$37.9K +734 +2%
TBNY
464
Trustco Bank (New York)
New York
$1.64M -$26.9K -520 -2%
MJRIC
465
Mogy Joel R Investment Counsel
California
$1.64M -$51.7K -1,000 -3%
OC
466
Oakworth Capital
Alabama
$1.62M -$29.3K -566 -2%
CAM
467
Columbia Asset Management
Michigan
$1.62M +$48.2K +933 +3%
AAIM
468
Asset Advisors Investment Management
Georgia
$1.61M -$1.29K -25 -0.1%
BW
469
Bison Wealth
Georgia
$1.61M -$33.6K -651 -2%
SLF
470
Sun Life Financial
Ontario, Canada
$1.6M -$262K -5,070 -14%
HI
471
Horizon Investments
North Carolina
$1.58M +$1.58M +30,644 New
JWBC
472
J.W. Burns & Co
New York
$1.58M -$33.3K -645 -2%
FCCM
473
First City Capital Management
Georgia
$1.57M -$1.03K -20 -0.1%
CI
474
Cigna Investments
Connecticut
$1.54M -$20.7K -400 -1%
PSUF
475
People's United Financial
Connecticut
$1.53M +$28.9K +559 +2%
17 18
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