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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 %
FUBT
576
First United Bank & Trust
Maryland
$960K -$27.1K -525 -3%
AF
577
Aldebaran Financial
$960K +$7.75K +150 +0.8%
IRC
578
Investors Research Corp
Georgia
$959K -$10.3K -200 -1%
AIP
579
Ameritas Investment Partners
Nebraska
$958K – – –
MWPCG
580
Measured Wealth Private Client Group
New Hampshire
$958K +$183K +3,542 +24%
CB
581
Chemical Bank
Michigan
$952K – – –
WC
582
Woodstock Corp
Massachusetts
$951K -$31K -600 -3%
CPIA
583
Cornell Pochily Investment Advisors
New York
$950K -$50.9K -985 -5%
LSV Asset Management
584
LSV Asset Management
Illinois
$950K +$950K +18,400 New
ISB
585
Iowa State Bank
Iowa
$949K – – –
DAM
586
Delta Asset Management
Tennessee
$946K +$2.33K +45 +0.2%
RCA
587
Rowland Carmichael Advisors
Arizona
$944K -$74.4K -1,440 -7%
RB
588
Rodgers Brothers
Pennsylvania
$944K +$701K +13,575 +289%
CIA
589
CSat Investment Advisory
Michigan
$940K -$68.3K -1,322 -7%
VHAM
590
Van Hulzen Asset Management
California
$927K -$5.14M -99,460 -85%
FMTC
591
Farmers & Merchants Trust Company
California
$925K -$110K -2,130 -11%
AWA
592
ARS Wealth Advisors
Florida
$922K +$36.6K +708 +4%
HIC
593
Holderness Investments Company
North Carolina
$921K +$2.69K +52 +0.3%
SBA
594
Secrest Blakey & Associates
North Carolina
$919K -$9.93K -192 -1%
CCFCSB
595
Cape Cod Five Cents Savings Bank
Massachusetts
$910K -$37.3K -722 -4%
HWA
596
HHM Wealth Advisors
Tennessee
$903K -$110K -2,129 -11%
SAA
597
Southeast Asset Advisors
Georgia
$897K +$569 +11 +0.1%
CC
598
ClearArc Capital
Ohio
$895K -$17.8K -344 -2%
WSC
599
Wellington Shields & Co
New York
$892K +$2.84K +55 +0.3%
OWD
600
Osborn Williams & Donohoe
Ohio
$881K -$39.1K -750 -4%
22 23
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