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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 %
JIC
526
Johnson Investment Counsel
Ohio
$1.21M -$5.74K -111 -0.5%
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M +$7.75K +150 +0.6%
TMAM
528
Tokio Marine Asset Management
Japan
$1.2M +$108K +2,095 +10%
ACA
529
Aptus Capital Advisors
Alabama
$1.2M +$154K +2,975 +15%
Cetera Investment Advisers
530
Cetera Investment Advisers
Illinois
$1.2M +$47.8K +925 +4%
BSW
531
Buckingham Strategic Wealth
Missouri
$1.18M +$191K +3,695 +19%
AMI
532
Amica Mutual Insurance
Rhode Island
$1.18M – – –
NA
533
NewEdge Advisors
Louisiana
$1.17M +$30.1K +582 +3%
IIM
534
Ipswich Investment Management
Massachusetts
$1.16M +$21.2K +410 +2%
TFS
535
TrustCore Financial Services
Tennessee
$1.16M +$1.16M +22,367 New
IA
536
IFP Advisors
Florida
$1.16M -$1.37M -26,485 -54%
BMA
537
Brooks Moore & Associates
Tennessee
$1.15M -$41.3K -800 -3%
DAS
538
Dynamic Advisor Solutions
Arizona
$1.15M +$235K +4,539 +26%
FC
539
Forte Capital
New York
$1.14M +$205K +3,958 +22%
ZIC
540
ZWJ Investment Counsel
Georgia
$1.13M -$1.18M -22,803 -51%
GAMC
541
Garner Asset Management Corp
Texas
$1.11M +$7.75K +150 +0.7%
LS
542
Livforsakringsbolaget Skandia
Sweden
$1.1M +$56.9K +1,100 +5%
EWM
543
Evercore Wealth Management
New York
$1.09M -$43K -832 -4%
CCMW
544
Cypress Capital Management (Wyoming)
Wyoming
$1.08M +$963K +18,647 +804%
SEC
545
Seven Eight Capital
New York
$1.08M -$2.09M -40,400 -66%
TG
546
TCW Group
California
$1.07M +$171K +3,312 +19%
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M +$11.2K +217 +1%
MHS
548
M Holdings Securities
Oregon
$1.06M +$1.06M +20,526 New
SYBT
549
Stock Yards Bank & Trust
Kentucky
$1.06M -$3.93K -76 -0.4%
GLA
550
Great Lakes Advisors
Illinois
$1.06M +$700K +13,547 +197%
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