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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 %
CB
776
Community Bank
New York
$475K – – –
JSL
777
JT Stratford LLC
Georgia
$471K +$471K +9,108 New
OBGC
778
O'Brien Greene & Co
Pennsylvania
$469K -$35.7K -690 -7%
BMC
779
Benin Management Corp
Connecticut
$469K – – –
CCM
780
Crossvault Capital Management
Texas
$469K – – –
WTFG
781
Wells Trecaso Financial Group
Ohio
$468K – – –
GIM
782
Greylin Investment Management
Virginia
$467K – – –
AB
783
Atlas Brown
Kentucky
$466K +$13.9K +269 +3%
CAN
784
Claraphi Advisory Network
United States
$465K -$107K -2,065 -19%
CK
785
Cohen Klingenstein
New York
$465K – – –
AWA
786
Acorn Wealth Advisors
Michigan
$464K +$4.53K +86 +1%
CCA
787
Checchi Capital Advisers
California
$462K +$7.24K +140 +2%
IB
788
Intrust Bank
Kansas
$462K +$92K +1,781 +25%
MIM
789
Marco Investment Management
Georgia
$460K -$24.4K -473 -5%
BTW
790
Boston Trust Walden
Massachusetts
$460K – – –
AHB
791
Abner Herrman & Brock
New Jersey
$458K – – –
IWM
792
IHT Wealth Management
Illinois
$455K -$1.55K -30 -0.3%
THWM
793
Taylor Hoffman Wealth Management
Virginia
$454K +$12.9K +250 +3%
RMA
794
Roffman Miller Associates
Pennsylvania
$453K +$453K +8,823 New
PPSG
795
Princeton Portfolio Strategies Group
New Jersey
$449K -$47.3K -916 -10%
AC
796
Allstate Corporation
Illinois
$445K +$445K +8,613 New
1IA
797
1834 Investment Advisors
Wisconsin
$441K -$66.6K -1,287 -13%
FWM
798
Frontier Wealth Management
Missouri
$440K +$52 +1 +0%
WAM
799
Wealthspire Advisors (Maryland)
Maryland
$439K -$24.7K -478 -5%
HTC
800
Haverford Trust Company
Pennsylvania
$437K -$7.49K -145 -2%
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