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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 %
AAM
676
American Asset Management
Florida
$699K – – –
ECG
677
Edge Capital Group
Georgia
$698K +$58.4K +1,131 +9%
MSS
678
Mitchell Sinkler & Starr
Pennsylvania
$693K -$72.4K -1,400 -9%
PP
679
Patten & Patten
Tennessee
$691K +$20.7K +400 +3%
TL
680
TrueWealth LLC
Georgia
$689K -$204K -3,949 -23%
WTB
681
Washington Trust Bank
Washington
$689K -$20.8K -403 -3%
MFG
682
Merit Financial Group
Georgia
$687K +$27.2K +526 +4%
BWM
683
BT Wealth Management
Georgia
$680K -$87.7K -1,697 -11%
GLA
684
Good Life Advisors
Pennsylvania
$679K +$109K +2,122 +19%
DIM
685
DC Investments Management
Virginia
$669K – – –
LIA
686
LBMC Investment Advisors
Tennessee
$668K -$95.3K -1,844 -12%
ONB
687
Old National Bancorp
Indiana
$668K -$93.4K -1,806 -12%
H
688
HoyleCohen
California
$662K -$76.2K -1,475 -10%
BBA
689
BLB&B Advisors
Pennsylvania
$660K -$56.8K -1,100 -8%
PL
690
Perpetual Ltd
Australia
$656K – – –
FHA
691
First Horizon Advisors
Tennessee
$656K +$6.04K +117 +0.9%
CIC
692
Carnegie Investment Counsel
Ohio
$655K -$288K -5,575 -31%
TW
693
TrinityPoint Wealth
Connecticut
$655K – – –
GG
694
Gofen & Glossberg
Illinois
$655K – – –
BC
695
Burney Company
Virginia
$653K -$33.7K -653 -5%
CCP
696
Clarkston Capital Partners
Michigan
$650K – – –
DP
697
Dearborn Partners
Illinois
$649K -$11.9K -230 -2%
UBV
698
United Bank (Virginia)
Virginia
$643K +$263K +5,100 +69%
RWP
699
RWA Wealth Partners
Massachusetts
$641K – – –
HIMC
700
Heritage Investors Management Corp
Maryland
$640K -$150K -2,895 -19%
26 27
28
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