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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 %
SSWM
551
Sheets Smith Wealth Management
North Carolina
$1.06M +$12.5K +242 +1%
CA
552
CapWealth Advisors
Tennessee
$1.05M +$54K +1,044 +5%
KIA
553
KCM Investment Advisors
California
$1.04M -$23K -445 -2%
AIMCA
554
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M – – –
SA
555
SRH Advisors
Kansas
$1.03M – – –
OIA
556
Optimum Investment Advisors
Illinois
$1.03M +$28.8K +557 +3%
EFS
557
Essex Financial Services
Connecticut
$1.02M +$15.2K +295 +2%
BIM
558
Bridges Investment Management
Nebraska
$1.02M +$105K +2,039 +12%
SMM
559
Stadion Money Management
Georgia
$1.01M -$353K -6,826 -26%
RIL
560
Rothschild Investment LLC
Illinois
$1.01M -$92.6K -1,791 -8%
FANJ
561
Financial Architects (New Jersey)
New Jersey
$1.01M +$80K +1,548 +9%
PT
562
Plimoth Trust
Massachusetts
$1M +$123K +2,380 +14%
AA
563
Ancora Advisors
Ohio
$998K -$16K -309 -2%
CI
564
Conning Inc
Connecticut
$993K +$6.2K +120 +0.6%
BG
565
Bahl & Gaynor
Ohio
$991K -$221K -4,270 -18%
FT
566
Fiduciary Trust
Massachusetts
$990K – – –
BO
567
Bank OZK
Arkansas
$986K +$20.7K +400 +2%
SAM
568
SignalPoint Asset Management
Missouri
$984K -$14.5K -280 -1%
CCM
569
Cohen Capital Management
California
$982K – – –
CCM
570
Cribstone Capital Management
Maine
$981K -$165K -3,186 -14%
BA
571
Bristlecone Advisors
Washington
$975K +$172K +3,325 +21%
MNBTD
572
Moody National Bank Trust Division
Texas
$973K +$20K +387 +2%
MCM
573
McMillion Capital Management
North Carolina
$964K +$16.5K +320 +2%
Susquehanna International Group
574
Susquehanna International Group
Pennsylvania
$963K +$963K +18,630 New
HPC
575
HM Payson & Co
Maine
$962K +$907K +17,546 +1,634%
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