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Southern Company
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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 %
FSA
701
Franklin Street Advisors
North Carolina
$639K – – –
BAC
702
Boys Arnold & Co
North Carolina
$636K -$12.7K -246 -2%
PP
703
Prudential plc
United Kingdom
$636K – – –
APC
704
Aspire Private Capital
North Carolina
$634K -$19.5K -378 -3%
AQA
705
Alpha Quant Advisors
Texas
$626K -$5.68K -110 -0.9%
MCMT
706
Moon Capital Management (Tennessee)
Tennessee
$625K – – –
RFA
707
Reilly Financial Advisors
California
$624K +$3.21K +62 +0.5%
SSB
708
Sandy Spring Bank
Maryland
$623K +$238K +4,613 +62%
TCM
709
Teza Capital Management
Illinois
$619K +$619K +11,969 New
GSBTD
710
Glenview State Bank Trust Department
Illinois
$616K – – –
IMOV
711
Investment Management of Virginia
Virginia
$612K +$299K +5,785 +95%
RP
712
Rowlandmiller & Partners
Georgia
$610K +$2.38K +46 +0.4%
FAIM
713
Financial Advocates Investment Management
Washington
$607K +$20.1K +390 +3%
NB
714
Northwest Bancshares
Pennsylvania
$606K – – –
DSC
715
Duncker Streett & Co
Missouri
$606K +$2.12K +41 +0.4%
NFG
716
Next Financial Group
Texas
$603K -$364K -7,037 -38%
SBSB
717
Sullivan, Bruyette, Speros & Blaney
Virginia
$603K – – –
NFH
718
NEXT Financial Holdings
Texas
$603K +$603K +11,661 New
MWM
719
Marietta Wealth Management
Georgia
$598K -$1.38M -26,759 -70%
IFWM
720
Institute for Wealth Management
Colorado
$598K +$598K +11,565 New
CSS
721
Cubist Systematic Strategies
Connecticut
$596K -$2.01M -38,947 -77%
APA
722
American Portfolios Advisors
New York
$595K +$269K +5,209 +83%
CG
723
Colony Group
Massachusetts
$594K +$594K +11,492 New
RIA
724
Regal Investment Advisors
Michigan
$592K +$26.6K +514 +5%
CIAS
725
Capital Investment Advisory Services
North Carolina
$582K +$49.7K +962 +9%
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