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 %
AC
651
Abbrea Capital
California
$749K +$59.1K +1,145 +9%
CCG
652
Chatham Capital Group
Georgia
$747K – – –
KA
653
Kovack Advisors
Florida
$744K -$156K -3,020 -17%
CS
654
Comerica Securities
Michigan
$744K +$114K +2,209 +18%
MC
655
Machina Capital
France
$744K +$289K +5,586 +63%
MCWS
656
McKinley Carter Wealth Services
West Virginia
$742K +$125K +2,413 +20%
PTC
657
Private Trust Company
Ohio
$741K -$44.8K -867 -6%
OTPPB
658
Ontario Teachers' Pension Plan Board
Ontario, Canada
$741K +$741K +14,341 New
FRM
659
Fox Run Management
Connecticut
$740K +$260K +5,033 +54%
ECA
660
Elevated Capital Advisors
Utah
$740K +$740K +13,233 New
APP
661
Avantax Planning Partners
Iowa
$739K +$99.6K +1,926 +16%
FDS
662
First Dallas Securities
Texas
$737K – – –
HFBOT
663
Home Federal Bank of Tennessee
Tennessee
$736K +$10.3K +200 +1%
FNBOSM
664
First National Bank of South Miami
Florida
$731K +$18.4K +355 +3%
RM
665
Resource Management
Louisiana
$729K -$45.3K -877 -6%
CWM
666
Cornerstone Wealth Management
Missouri
$724K +$13.4K +114 +2%
SGAM
667
Steinberg Global Asset Management
Florida
$723K -$315K -6,090 -30%
MAFM
668
Mid Atlantic Financial Management
Pennsylvania
$717K -$39.2K -759 -5%
ABTD
669
Arvest Bank Trust Division
Oklahoma
$716K -$10.2K -198 -1%
VIA
670
Vident Investment Advisory
Georgia
$715K -$658K -12,730 -48%
FTC
671
Farmers Trust Company
Ohio
$715K +$46.5K +900 +7%
VCM
672
Virtue Capital Management
Tennessee
$712K -$47.9K -926 -6%
BHWM
673
Bar Harbor Wealth Management
New Hampshire
$711K -$23.8K -460 -3%
WF
674
Welch & Forbes
Massachusetts
$707K – – –
RCAG
675
Rehmann Capital Advisory Group
Michigan
$702K -$644K -12,460 -48%
25 26
27
28 29