SO icon

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 %
AIP
576
Ameritas Investment Partners
Nebraska
$997K -$27.3K -495 -3%
RCA
577
Rowland Carmichael Advisors
Arizona
$996K -$13.3K -241 -1%
FMTC
578
Farmers & Merchants Trust Company
California
$994K +$4.97K +90 +0.5%
SAM
579
SignalPoint Asset Management
Missouri
$989K -$64.3K -1,163 -6%
FUBT
580
First United Bank & Trust
Maryland
$989K -$38K -687 -4%
SBA
581
Secrest Blakey & Associates
North Carolina
$980K -$3.1K -56 -0.3%
WC
582
Woodstock Corp
Massachusetts
$977K -$40.1K -725 -4%
AF
583
Aldebaran Financial
$972K -$55.3K -1,000 -5%
SMM
584
Stadion Money Management
Georgia
$967K -$114K -2,060 -11%
ISB
585
Iowa State Bank
Iowa
$965K -$50K -905 -5%
HPC
586
HM Payson & Co
Maine
$961K -$68.7K -1,243 -7%
EWA
587
EP Wealth Advisors
California
$961K +$21.6K +390 +2%
SAA
588
Southeast Asset Advisors
Georgia
$960K +$553 +10 +0.1%
TC
589
Trilogy Capital
California
$952K +$13.5K +237 +1%
Loomis, Sayles & Company
590
Loomis, Sayles & Company
Massachusetts
$948K +$948K +17,147 New
HWA
591
HHM Wealth Advisors
Tennessee
$943K -$22.8K -413 -2%
NSEDCP
592
NJ State Employees Deferred Compensation Plan
New Jersey
$940K – – –
APA
593
American Portfolios Advisors
New York
$935K +$298K +5,393 +47%
OWD
594
Osborn Williams & Donohoe
Ohio
$929K -$6.19K -112 -0.7%
MWPCG
595
Measured Wealth Private Client Group
New Hampshire
$924K -$101K -1,820 -10%
TCM
596
Twin Capital Management
Pennsylvania
$923K -$8.29K -150 -0.9%
ANRIA
597
American National Registered Investment Advisor
Texas
$918K -$22.1K -400 -2%
CFG
598
Citizens Financial Group
Rhode Island
$918K – – –
CI
599
Conning Inc
Connecticut
$917K -$145K -2,628 -14%
ACS
600
Archford Capital Strategies
Illinois
$913K -$6.58K -119 -0.7%
22 23
24
25 26