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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 %
HSA
726
HBK Sorce Advisory
Pennsylvania
$576K +$2.28K +44 +0.4%
Bessemer Group
727
Bessemer Group
New Jersey
$573K +$89.9K +1,740 +19%
FNC
728
First National Corp
Massachusetts
$569K -$13.2K -255 -2%
QT
729
Quantbot Technologies
New York
$568K -$46.8K -907 -8%
CFD
730
Creative Financial Designs
Indiana
$567K +$209K +4,037 +58%
VanEck Associates
731
VanEck Associates
New York
$564K +$135K +2,618 +32%
HFM
732
Hartford Financial Management
Connecticut
$562K +$102K +1,975 +22%
PP
733
Palladium Partners
Virginia
$558K -$62K -1,200 -10%
CBT
734
Capital Bank & Trust
California
$557K -$407K -7,884 -42%
UF
735
Univest Financial
Pennsylvania
$557K -$77K -1,490 -12%
SC
736
Scotia Capital
Ontario, Canada
$557K -$19.4K -375 -3%
CTA
737
Chesley Taft & Associates
Illinois
$555K – – –
TA
738
Tiedemann Advisors
New York
$553K +$2.32K +45 +0.4%
BFM
739
Boston Financial Management
Massachusetts
$552K – – –
SIG
740
Schaller Investment Group
North Carolina
$545K – – –
CM
741
Cornerstone Management
Georgia
$544K +$52 +1 +0%
FIM
742
Frontier Investment Management
Texas
$541K -$56.2K -1,087 -9%
LOAME
743
Lombard Odier Asset Management (Europe)
United Kingdom
$540K – – –
GRP
744
Global Retirement Partners
California
$538K +$13.1K +253 +2%
SJIM
745
St. Johns Investment Management
Florida
$536K -$12.6K -244 -2%
SFG
746
Summit Financial Group
West Virginia
$536K – – –
OWA
747
Outlook Wealth Advisors
Texas
$535K +$425K +8,225 +386%
BBNA
748
Bremer Bank National Association
Minnesota
$533K +$533K +9,999 New
FFN
749
Focus Financial Network
Minnesota
$532K +$532K +10,301 New
ACP
750
Aviance Capital Partners
Florida
$532K -$982 -19 -0.2%
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