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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 %
HFBOT
651
Home Federal Bank of Tennessee
Tennessee
$787K – – –
FTC
652
Farmers Trust Company
Ohio
$787K +$22.1K +400 +3%
GRP
653
Global Retirement Partners
California
$781K +$205K +3,718 +36%
FNBOSM
654
First National Bank of South Miami
Florida
$778K -$16K -285 -2%
ABTD
655
Arvest Bank Trust Division
Oklahoma
$777K +$10.9K +198 +1%
CFD
656
Creative Financial Designs
Indiana
$775K +$158K +2,799 +26%
MFG
657
Merit Financial Group
Georgia
$771K +$36.1K +653 +5%
JSL
658
JT Stratford LLC
Georgia
$767K +$263K +4,763 +52%
BC
659
Burney Company
Virginia
$762K +$63.7K +1,152 +9%
BWM
660
BT Wealth Management
Georgia
$756K – – –
EIP
661
Energy Income Partners
Connecticut
$753K -$2.86M -51,694 -79%
ECG
662
Edge Capital Group
Georgia
$750K +$2.71K +49 +0.4%
TW
663
TrinityPoint Wealth
Connecticut
$750K +$44.5K +800 +6%
AAM
664
American Asset Management
Florida
$747K +$55 +1 +0%
FDS
665
First Dallas Securities
Texas
$744K -$44.2K -799 -6%
AA
666
Ancora Advisors
Ohio
$743K -$323K -5,852 -30%
BC
667
Brinker Capital
Pennsylvania
$743K +$743K +13,434 New
VIA
668
Vident Investment Advisory
Georgia
$741K -$23.4K -424 -3%
AW
669
ACG Wealth
Georgia
$740K -$64.8K -1,172 -8%
TL
670
TrueWealth LLC
Georgia
$740K +$2.49K +45 +0.3%
PP
671
Patten & Patten
Tennessee
$739K – – –
BUB
672
BBVA USA Bancshares
Texas
$736K -$68.6K -1,240 -9%
BHWM
673
Bar Harbor Wealth Management
New Hampshire
$735K -$25.3K -458 -3%
VanEck Associates
674
VanEck Associates
New York
$735K +$131K +2,378 +22%
DP
675
Dearborn Partners
Illinois
$728K +$33.8K +611 +5%
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