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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 %
CF
601
Centaurus Financial
California
$913K +$861K +15,579 +1,661%
AF
602
Advisornet Financial
Minnesota
$909K +$384K +6,953 +73%
GLLW
603
Graves Light Lenhart Wealth
Virginia
$908K +$76.3K +1,380 +9%
WA
604
Waverly Advisors
Alabama
$904K -$859K -15,550 -49%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$902K +$19.2K +348 +2%
CCFCSB
606
Cape Cod Five Cents Savings Bank
Massachusetts
$896K -$77.2K -1,396 -8%
BFA
607
Benedict Financial Advisors
Georgia
$896K -$19.3K -349 -2%
FI
608
FormulaFolio Investments
Michigan
$895K +$368K +6,659 +70%
IRF
609
IBM Retirement Fund
New York
$894K +$31.1K +563 +4%
FIM
610
Frontier Investment Management
Texas
$894K +$315K +5,700 +54%
TCOV
611
Trust Company of Vermont
Vermont
$882K +$16.4K +296 +2%
PTC
612
Private Trust Company
Ohio
$881K +$87.7K +1,586 +11%
CPA
613
Court Place Advisors
Maryland
$880K -$58.1K -1,050 -6%
SFP
614
Shepherd Financial Partners
Massachusetts
$868K -$4.09K -74 -0.5%
HH
615
Hilltop Holdings
Texas
$867K +$3.15K +57 +0.4%
BFC
616
Blue Fin Capital
Rhode Island
$867K +$8.95K +162 +1%
TYCC
617
Texas Yale Capital Corp
Florida
$857K -$728K -13,163 -46%
CC
618
ClearArc Capital
Ohio
$857K -$99.6K -1,802 -10%
PIA
619
Piedmont Investment Advisors
North Carolina
$850K -$72.8K -1,317 -8%
PTC
620
Philadelphia Trust Company
Pennsylvania
$849K +$37.3K +675 +5%
RIA
621
Realta Investment Advisors
Delaware
$848K +$538K +9,684 +174%
ATC
622
Adirondack Trust Company
New York
$846K -$12.7K -230 -1%
SFG
623
StrategIQ Financial Group
Indiana
$846K +$166 +3 +0%
MAFM
624
Mid Atlantic Financial Management
Pennsylvania
$843K +$76.4K +1,381 +10%
CIA
625
CSat Investment Advisory
Michigan
$842K -$163K -2,947 -16%
23 24
25
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