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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 %
CIM
751
CIM Investment Management
Pennsylvania
$545K +$22.3K +403 +4%
LC
752
LCNB Corp
Ohio
$544K -$11.1K -200 -2%
NL
753
NWAM LLC
Washington
$544K +$55 +1 +0%
CHA
754
Carmichael Hill & Associates
Maryland
$544K +$22.7K +411 +4%
CPSAC
755
Chas P. Smith & Associates (CPS)
Florida
$543K – – –
MFW
756
Mosaic Family Wealth
Missouri
$539K +$97.5K +1,764 +22%
FCA
757
FinTrust Capital Advisors
South Carolina
$532K -$19.1K -345 -3%
PP
758
Prudential plc
United Kingdom
$530K -$149K -2,700 -22%
SS
759
Sunbelt Securities
Texas
$529K +$7.63K +138 +1%
IB
760
Intrust Bank
Kansas
$528K +$33.1K +598 +7%
CIA
761
ClearBridge Investments (Australia)
Australia
$525K -$25.7K -465 -5%
GEA
762
Glen Eagle Advisors
New Jersey
$523K -$11.1K -201 -2%
EWA
763
ERTS Wealth Advisors
Michigan
$518K – – –
AWA
764
Acorn Wealth Advisors
Michigan
$516K +$4.76K +82 +0.9%
Fisher Asset Management
765
Fisher Asset Management
Washington
$514K +$212K +3,832 +70%
HWM
766
Holloway Wealth Management
Florida
$511K -$481K – –
HTC
767
Haverford Trust Company
Pennsylvania
$509K +$41.3K +747 +9%
NSIM
768
North Star Investment Management
Illinois
$509K +$199K +3,600 +64%
CB
769
Community Bank
New York
$508K – – –
AHB
770
Abner Herrman & Brock
New Jersey
$508K +$18.1K +328 +4%
AB
771
Atlas Brown
Kentucky
$505K +$6.25K +113 +1%
LMAM
772
Legg Mason Asset Management
Japan
$505K +$505K +9,126 New
AT
773
Arden Trust
Delaware
$502K -$8.95K -162 -2%
CCM
774
Crossvault Capital Management
Texas
$502K – – –
BMC
775
Benin Management Corp
Connecticut
$501K – – –
29 30
31
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