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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 %
SSA
626
Schonfeld Strategic Advisors
New York
$841K -$1.62M -29,300 -66%
PFS
627
Prospera Financial Services
Texas
$837K -$609K -10,922 -42%
CB
628
Cadence Bank
Mississippi
$834K +$17.6K +319 +2%
GLA
629
Good Life Advisors
Pennsylvania
$832K +$100K +1,813 +14%
CS
630
Comerica Securities
Michigan
$831K +$34.4K +622 +4%
CSIC
631
Clifford Swan Investment Counsel
California
$829K – – –
BFO
632
Biltmore Family Office
North Carolina
$829K – – –
HSA
633
Hussman Strategic Advisors
Maryland
$829K – – –
AUB
634
Atlantic Union Bankshares
Virginia
$827K +$540K +9,760 +188%
SBH
635
Segall Bryant & Hamill
Illinois
$822K – – –
KFA
636
Kays Financial Advisory
Georgia
$822K +$3.48K +63 +0.4%
SWM
637
SeaCrest Wealth Management
New York
$820K +$55 +1 +0%
CWG
638
Cornerstone Wealth Group
North Carolina
$820K +$6.2K +112 +0.8%
KMWM
639
Keudell/Morrison Wealth Management
Oregon
$817K -$71.7K -1,248 -8%
YMRC
640
Yorktown Management & Research Company
Virginia
$813K +$813K +14,700 New
SLF
641
Sun Life Financial
Ontario, Canada
$810K -$899K -16,265 -53%
MCM
642
McRae Capital Management
New Jersey
$807K -$11.1K -200 -1%
AC
643
Abbrea Capital
California
$807K +$5.8K +105 +0.7%
CWM
644
Calamos Wealth Management
Illinois
$803K +$803K +14,526 New
CIC
645
Carnegie Investment Counsel
Ohio
$802K +$102K +1,840 +15%
CCG
646
Chatham Capital Group
Georgia
$799K – – –
APP
647
Avantax Planning Partners
Iowa
$798K -$6.58K -117 -0.8%
MCWS
648
McKinley Carter Wealth Services
West Virginia
$795K +$1.05K +19 +0.1%
SC
649
Savant Capital
Illinois
$794K -$9.35K -169 -1%
MERSOM
650
Municipal Employees' Retirement System of Michigan
Michigan
$792K -$1.18M -21,260 -60%
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