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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 %
AF
801
Allworth Financial
California
$437K +$9K +174 +2%
SAM
802
Silvercrest Asset Management
New York
$436K -$8.28K -160 -2%
SP
803
Successful Portfolios
Florida
$436K -$3K -58 -0.7%
CT
804
Cambridge Trust
Massachusetts
$436K +$43.9K +850 +11%
Lazard Asset Management
805
Lazard Asset Management
New York
$433K -$10.3M -199,089 -96%
PIM
806
Penobscot Investment Management
Massachusetts
$433K – – –
MA
807
Mutual Advisors
Nebraska
$432K +$11K +212 +3%
PCG
808
Private Capital Group
Connecticut
$430K +$154K +2,986 +56%
GAM
809
GQ Asset Management
New York
$428K +$428K +8,280 New
PA
810
Probity Advisors
Texas
$427K – – –
HCMNY
811
Howard Capital Management (New York)
New York
$427K +$4.9K +95 +1%
FHB
812
First Hawaiian Bank
Hawaii
$427K +$30K +580 +8%
AOWM
813
Alpha Omega Wealth Management
Virginia
$425K -$1.55K -30 -0.4%
Fiera Capital (Canada)
814
Fiera Capital (Canada)
Quebec, Canada
$424K -$271K -5,250 -39%
SCI
815
Stableford Capital II
Arizona
$424K -$81.2K -1,572 -16%
BB
816
Busey Bank
Illinois
$424K – – –
PJSIMP
817
P.J. Schmidt Investment Management (PJS)
Wisconsin
$424K +$88.4K +1,711 +26%
ACI
818
Alpha Cubed Investments
California
$422K +$422K +8,164 New
UCMOK
819
United Capital Management of KS
Kansas
$421K -$7.31K -140 -2%
CCA
820
Cobblestone Capital Advisors
New York
$419K -$29.7K -575 -7%
ACM
821
AlphaCrest Capital Management
New York
$417K -$548K -10,603 -57%
Rafferty Asset Management
822
Rafferty Asset Management
New York
$417K +$417K +8,061 New
DCM
823
Donaldson Capital Management
Indiana
$415K -$7.5K -145 -2%
DWA
824
Douglass Winthrop Advisors
New York
$413K – – –
MFW
825
Mosaic Family Wealth
Missouri
$413K +$517 +10 +0.1%
31 32
33
34 35