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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 %
PAG
826
Pinnacle Advisory Group
Maryland
$412K +$20.8K +403 +5%
RPG
827
Resource Planning Group
Georgia
$411K -$672 -13 -0.2%
CEP
828
Chicago Equity Partners
Illinois
$411K +$411K +7,960 New
CWM
829
Confluence Wealth Management
Oregon
$407K +$47.8K +924 +13%
FCFS
830
First Command Financial Services
Texas
$406K +$18.6K +360 +5%
FCB
831
First Command Bank
Texas
$406K +$18.6K +360 +5%
FHA
832
Flagship Harbor Advisors
Massachusetts
$405K -$6.91K -134 -2%
IAMOG
833
Investors Asset Management of Georgia
Georgia
$405K – – –
IWC
834
Integrated Wealth Concepts
Massachusetts
$405K +$405K +7,843 New
HR
835
Hayden Royal
North Carolina
$404K -$2.18M -42,202 -84%
CCT
836
Country Club Trust
Missouri
$401K -$6.97K -135 -2%
WIA
837
World Investment Advisors
California
$401K -$2.07K -40 -0.5%
LIM
838
Lathrop Investment Management
Arkansas
$399K +$68.1K +1,320 +21%
AG
839
AlphaSimPlex Group
Massachusetts
$399K +$399K +7,718 New
FFBTD
840
First Financial Bank - Trust Division
Ohio
$395K +$3.46K +67 +0.9%
I
841
IberiaBank
Louisiana
$394K -$183K -3,546 -32%
CAM
842
Congress Asset Management
Massachusetts
$393K -$29.5K -572 -7%
BCM
843
Bienville Capital Management
New York
$392K +$775 +15 +0.2%
SL
844
Summitry LLC
California
$389K – – –
WKWM
845
Walter & Keenan Wealth Management
Indiana
$388K – – –
ISL
846
Ingalls & Snyder LLC
New York
$388K – – –
WAAG
847
Wealth Alliance Advisory Group
Kansas
$387K – – –
GWM
848
GSB Wealth Management
Connecticut
$387K – – –
TCOT
849
Trust Company of Toledo
Ohio
$385K -$155 -3 -0%
XWM
850
Xcel Wealth Management
Florida
$383K -$150K -2,900 -28%
32 33
34
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