SO icon

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 %
OWA
726
Outlook Wealth Advisors
Texas
$588K +$15.5K +281 +3%
PWP
727
Principle Wealth Partners
Connecticut
$586K +$68.3K +1,235 +13%
OFS
728
OneAscent Financial Services
Alabama
$586K +$586K +10,599 New
CCP
729
Clarkston Capital Partners
Michigan
$585K -$111K -2,000 -16%
SJIM
730
St. Johns Investment Management
Florida
$584K +$10.8K +195 +2%
SIG
731
Schaller Investment Group
North Carolina
$583K – – –
BIA
732
BHK Investment Advisors
Alabama
$582K -$223K -4,036 -28%
SC
733
Scotia Capital
Ontario, Canada
$581K -$14.4K -261 -2%
FVWA
734
Foster Victor Wealth Advisors
South Carolina
$576K -$244K -4,326 -30%
APC
735
Aspire Private Capital
North Carolina
$576K -$102K -1,846 -15%
MWM
736
Marietta Wealth Management
Georgia
$573K -$66.8K -1,208 -10%
WEC
737
Winslow Evans & Crocker
Massachusetts
$572K +$195K +3,502 +52%
SFG
738
Summit Financial Group
West Virginia
$571K -$1.82K -33 -0.3%
UF
739
Univest Financial
Pennsylvania
$569K -$27.6K -499 -5%
6M
740
6 Meridian
Kansas
$568K +$10K +181 +2%
ESB
741
Essex Savings Bank
Connecticut
$567K +$180K +3,260 +47%
FFN
742
Focus Financial Network
Minnesota
$567K -$2.49K -45 -0.4%
DT
743
Diversified Trust
Tennessee
$560K -$6.36K -115 -1%
GC
744
Grimes & Company
Massachusetts
$558K -$6.91K -125 -1%
BAM
745
Belpointe Asset Management
Nevada
$557K -$302K -5,455 -35%
FNBT
746
FineMark National Bank & Trust
Florida
$555K +$17.2K +312 +3%
ACP
747
Aviance Capital Partners
Florida
$554K -$14.6K -265 -3%
HFM
748
Hartford Financial Management
Connecticut
$553K -$47.5K -860 -8%
MA
749
Mutual Advisors
Nebraska
$551K +$89.3K +1,615 +19%
I
750
IberiaBank
Louisiana
$548K +$127K +2,295 +30%
28 29
30
31 32