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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 %
RIL
551
Rothschild Investment LLC
Illinois
$1.08M – – –
EFS
552
Essex Financial Services
Connecticut
$1.08M -$16.6K -300 -2%
FT
553
Fiduciary Trust
Massachusetts
$1.06M – – –
CB
554
Chemical Bank
Michigan
$1.06M +$39.7K +719 +4%
FANJ
555
Financial Architects (New Jersey)
New Jersey
$1.05M -$23K -416 -2%
MCM
556
McMillion Capital Management
North Carolina
$1.05M +$21.8K +395 +2%
CCM
557
Cohen Capital Management
California
$1.05M – – –
GBT
558
Grove Bank & Trust
Florida
$1.05M +$117K +2,118 +13%
PT
559
Plimoth Trust
Massachusetts
$1.05M -$26.8K -485 -3%
GLA
560
Great Lakes Advisors
Illinois
$1.04M -$85.8K -1,553 -8%
MNBTD
561
Moody National Bank Trust Division
Texas
$1.04M – – –
AWA
562
ARS Wealth Advisors
Florida
$1.04M +$54.9K +992 +6%
KA
563
Kovack Advisors
Florida
$1.04M +$245K +4,430 +31%
GH
564
GAM Holding
Switzerland
$1.03M -$1.43M -25,850 -58%
NFG
565
Next Financial Group
Texas
$1.03M +$388K +7,027 +60%
HIC
566
Holderness Investments Company
North Carolina
$1.03M +$45.6K +825 +5%
CA
567
Cullinan Associates
Kentucky
$1.03M -$861K -15,580 -46%
SMC
568
Smith, Moore & Co
Missouri
$1.03M +$131K +2,374 +15%
BG
569
Bahl & Gaynor
Ohio
$1.03M -$33.7K -610 -3%
VHAM
570
Van Hulzen Asset Management
California
$1.03M +$33.2K +600 +3%
RB
571
Rodgers Brothers
Pennsylvania
$1.02M +$8.29K +150 +0.8%
DAM
572
Delta Asset Management
Tennessee
$1.01M +$1.11K +20 +0.1%
BO
573
Bank OZK
Arkansas
$1M -$51.4K -929 -5%
WSC
574
Wellington Shields & Co
New York
$1M +$49.2K +890 +5%
HI
575
Horizon Investments
North Carolina
$999K -$695K -12,569 -41%
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