SO icon

Southern Company
SO

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 %
BFC
626
Blue Fin Capital
Rhode Island
$802K -$28.2K -546 -3%
KMWM
627
Keudell/Morrison Wealth Management
Oregon
$799K +$799K +15,461 New
SFG
628
StrategIQ Financial Group
Indiana
$790K -$170K -3,298 -18%
Victory Capital Management
629
Victory Capital Management
Texas
$783K +$10.4K +201 +1%
GLLW
630
Graves Light Lenhart Wealth
Virginia
$778K +$30.1K +583 +4%
FNBOO
631
First National Bank of Omaha
Nebraska
$775K -$517 -10 -0.1%
BFO
632
Biltmore Family Office
North Carolina
$775K – – –
CSIC
633
Clifford Swan Investment Counsel
California
$775K – – –
SM
634
SG3 Management
Puerto Rico
$775K +$517K +10,000 +200%
CCM
635
Callodine Capital Management
Massachusetts
$775K +$775K +15,000 New
HSA
636
Hussman Strategic Advisors
Maryland
$775K +$775K +15,000 New
BRWA
637
B. Riley Wealth Advisors
Florida
$769K +$51K +993 +7%
SWM
638
SeaCrest Wealth Management
New York
$767K -$28.4K -549 -4%
SBH
639
Segall Bryant & Hamill
Illinois
$767K – – –
MCM
640
McRae Capital Management
New Jersey
$765K -$93K -1,800 -11%
KFA
641
Kays Financial Advisory
Georgia
$765K +$365K +7,065 +91%
CB
642
Cadence Bank
Mississippi
$764K -$216K -4,180 -22%
CWG
643
Cornerstone Wealth Group
North Carolina
$760K +$760K +14,714 New
PTC
644
Philadelphia Trust Company
Pennsylvania
$759K -$1.29K -25 -0.2%
BIA
645
BHK Investment Advisors
Alabama
$753K +$462K +8,932 +158%
BUB
646
BBVA USA Bancshares
Texas
$752K -$103K -2,002 -12%
AW
647
ACG Wealth
Georgia
$752K -$70K -1,354 -9%
FVWA
648
Foster Victor Wealth Advisors
South Carolina
$752K +$45.9K +889 +7%
AI
649
Atria Investments
North Carolina
$752K +$205K +3,973 +38%
SC
650
Savant Capital
Illinois
$751K -$5.89K -114 -0.8%
24 25
26
27 28