SO icon

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 %
DT
751
Diversified Trust
Tennessee
$530K +$68K +1,314 +15%
GC
752
Grimes & Company
Massachusetts
$528K +$6.46K +125 +1%
6M
753
6 Meridian
Kansas
$522K -$30.3K -587 -5%
PAM
754
Peninsula Asset Management
Florida
$522K -$3.88K -75 -0.7%
KWM
755
Kingsview Wealth Management
Oregon
$522K +$202K +3,912 +63%
LC
756
LCNB Corp
Ohio
$519K – – –
CIA
757
ClearBridge Investments (Australia)
Australia
$515K -$280K -5,415 -35%
FCA
758
FinTrust Capital Advisors
South Carolina
$515K +$7.8K +151 +2%
LW
759
Linscomb Wealth
Texas
$515K +$11.9K +230 +2%
PAS
760
Park Avenue Securities
New York
$510K +$510K +9,924 New
NL
761
NWAM LLC
Washington
$508K +$15K +290 +3%
CPSAC
762
Chas P. Smith & Associates (CPS)
Florida
$507K – – –
MA
763
MUFG Americas
New York
$506K -$56.1K -1,086 -10%
FNBT
764
FineMark National Bank & Trust
Florida
$503K -$57.7K -1,116 -10%
GEA
765
Glen Eagle Advisors
New Jersey
$499K +$14.4K +279 +3%
FI
766
FormulaFolio Investments
Michigan
$493K +$49.3K +954 +11%
AF
767
Advisornet Financial
Minnesota
$491K +$61.3K +1,186 +14%
CIM
768
CIM Investment Management
Pennsylvania
$489K – – –
CHA
769
Carmichael Hill & Associates
Maryland
$488K +$621 +12 +0.1%
CCM
770
Cadence Capital Management
Massachusetts
$487K -$60.9K -1,178 -11%
SS
771
Sunbelt Securities
Texas
$487K +$13.9K +269 +3%
EWA
772
ERTS Wealth Advisors
Michigan
$484K -$20.7K -400 -4%
PWP
773
Principle Wealth Partners
Connecticut
$484K -$15.5K -300 -3%
HWM
774
Holloway Wealth Management
Florida
$481K -$489K – –
AT
775
Arden Trust
Delaware
$478K +$9.66K +187 +2%
29 30
31
32 33