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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 %
GSBTD
701
Glenview State Bank Trust Department
Illinois
$658K – – –
FNBOO
702
First National Bank of Omaha
Nebraska
$656K -$173K -3,130 -21%
IFWM
703
Institute for Wealth Management
Colorado
$656K +$16.4K +297 +3%
M
704
MOTCO
Texas
$655K +$421K +7,620 +180%
ACI
705
Alpha Cubed Investments
California
$653K +$202K +3,649 +45%
RP
706
Rowlandmiller & Partners
Georgia
$653K +$1.38K +25 +0.2%
DSC
707
Duncker Streett & Co
Missouri
$651K +$2.16K +39 +0.3%
FAIM
708
Financial Advocates Investment Management
Washington
$650K +$387 +7 +0.1%
NB
709
Northwest Bancshares
Pennsylvania
$649K – – –
HSA
710
HBK Sorce Advisory
Pennsylvania
$645K +$29.5K +534 +5%
RFA
711
Reilly Financial Advisors
California
$637K -$30.1K -545 -5%
DIM
712
DC Investments Management
Virginia
$633K -$83.5K -1,509 -12%
VFA
713
Valeo Financial Advisors
Indiana
$628K -$252K -4,560 -29%
LOAME
714
Lombard Odier Asset Management (Europe)
United Kingdom
$622K +$43.6K +789 +8%
Jane Street
715
Jane Street
New York
$619K -$1.88M -34,021 -75%
FNC
716
First National Corp
Massachusetts
$619K +$11K +199 +2%
SA
717
SRH Advisors
Kansas
$615K -$491K -8,884 -44%
ACM
718
AlphaCrest Capital Management
New York
$614K +$168K +3,040 +38%
CM
719
Cornerstone Management
Georgia
$613K +$31.3K +567 +5%
BBA
720
BLB&B Advisors
Pennsylvania
$607K -$99.5K -1,800 -14%
SCM
721
Shelton Capital Management
Colorado
$603K +$566K +10,249 +1,537%
AG
722
AlphaSimPlex Group
Massachusetts
$599K +$172K +3,111 +40%
CTA
723
Chesley Taft & Associates
Illinois
$594K – – –
PL
724
Perpetual Ltd
Australia
$591K -$111K -2,000 -16%
PP
725
Palladium Partners
Virginia
$591K -$5.53K -100 -0.9%
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