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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 %
PA
801
Probity Advisors
Texas
$457K – – –
UCMOK
802
United Capital Management of KS
Kansas
$457K +$14.2K +259 +3%
BB
803
Busey Bank
Illinois
$453K – – –
WP
804
WealthSource Partners
California
$453K +$188K +3,392 +71%
1IA
805
1834 Investment Advisors
Wisconsin
$452K -$18.7K -339 -4%
AIM
806
Axiom Investment Management
New York
$450K +$43.3K +786 +11%
MSAM
807
Moloney Securities Asset Management
Missouri
$449K +$94K +1,702 +26%
RM
808
Resource Management
Louisiana
$448K -$331K -5,988 -42%
CCM
809
Crabel Capital Management
California
$448K +$164K +2,969 +58%
PAM
810
Peninsula Asset Management
Florida
$447K -$111K -2,000 -20%
Rafferty Asset Management
811
Rafferty Asset Management
New York
$447K +$1.33K +24 +0.3%
CWM
812
Confluence Wealth Management
Oregon
$445K +$9.68K +175 +2%
PAG
813
Pinnacle Advisory Group
Maryland
$441K +$166 +3 +0%
BBA
814
Braun-Bostich & Associates
Pennsylvania
$436K +$67.4K +1,220 +18%
FCB
815
First Command Bank
Texas
$435K – – –
FCFS
816
First Command Financial Services
Texas
$435K – – –
BST
817
Bath Savings Trust
Maine
$435K +$111K +2,000 +34%
CWP
818
Capital Wealth Planning
Florida
$435K +$435K +7,864 New
IAMOG
819
Investors Asset Management of Georgia
Georgia
$434K – – –
DCM
820
Donaldson Capital Management
Indiana
$431K -$12.4K -225 -3%
IEFM
821
IQ EQ Fund Management
Ireland
$429K +$429K +7,767 New
CAM
822
Congress Asset Management
Massachusetts
$428K +$6.91K +125 +2%
WAM
823
Wealthspire Advisors (Maryland)
Maryland
$426K -$44.2K -799 -9%
SCI
824
Stableford Capital II
Arizona
$424K -$29.9K -540 -7%
CCA
825
Cobblestone Capital Advisors
New York
$423K -$24.9K -450 -6%
31 32
33
34 35