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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 %
WTFG
776
Wells Trecaso Financial Group
Ohio
$501K – – –
MA
777
MUFG Americas
New York
$499K -$42.7K -772 -8%
CK
778
Cohen Klingenstein
New York
$498K – – –
FHB
779
First Hawaiian Bank
Hawaii
$495K +$38.9K +705 +9%
CCA
780
Checchi Capital Advisers
California
$494K -$387 -7 -0.1%
BTW
781
Boston Trust Walden
Massachusetts
$494K +$1.55K +28 +0.3%
RPG
782
Resource Planning Group
Georgia
$489K +$49.3K +892 +11%
LW
783
Linscomb Wealth
Texas
$488K -$63.3K -1,145 -11%
CAN
784
Claraphi Advisory Network
United States
$488K -$9.51K -172 -2%
PPSG
785
Princeton Portfolio Strategies Group
New Jersey
$481K – – –
ALAM
786
Asahi Life Asset Management
Japan
$477K +$477K +8,630 New
BFM
787
Boston Financial Management
Massachusetts
$472K -$118K -2,128 -20%
FWM
788
Frontier Wealth Management
Missouri
$471K +$55 +1 +0%
SAM
789
Silvercrest Asset Management
New York
$466K – – –
QI
790
Qtron Investments
Massachusetts
$466K +$182K +3,287 +64%
SP
791
Successful Portfolios
Florida
$464K -$1.93K -35 -0.4%
IWC
792
Integrated Wealth Concepts
Massachusetts
$464K +$30.1K +544 +7%
AF
793
Allworth Financial
California
$462K -$5.31K -96 -1%
HCMNY
794
Howard Capital Management (New York)
New York
$462K +$5.08K +92 +1%
CBN
795
Cadence Bank NA
Texas
$462K +$167K +3,029 +57%
BFA
796
Beaumont Financial Advisors
Massachusetts
$461K +$60.5K +1,095 +15%
PJSIMP
797
P.J. Schmidt Investment Management (PJS)
Wisconsin
$460K +$6.14K +111 +1%
HIMC
798
Heritage Investors Management Corp
Maryland
$459K -$226K -4,090 -33%
BBNA
799
Bremer Bank National Association
Minnesota
$459K -$94.5K -1,707 -17%
CCT
800
Country Club Trust
Missouri
$458K +$28K +505 +7%
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