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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 %
RMA
826
Roffman Miller Associates
Pennsylvania
$421K -$66.3K -1,200 -14%
BCM
827
Bienville Capital Management
New York
$420K +$774 +14 +0.2%
SL
828
Summitry LLC
California
$416K – – –
AIP
829
Ahrens Investment Partners
Louisiana
$416K +$16.7K +303 +4%
WKWM
830
Walter & Keenan Wealth Management
Indiana
$415K – – –
ISL
831
Ingalls & Snyder LLC
New York
$415K – – –
SFA
832
Sequoia Financial Advisors
Ohio
$415K +$13.3K +241 +3%
WT
833
Washington Trust
Rhode Island
$415K +$160K +2,899 +63%
KWM
834
Kingsview Wealth Management
Oregon
$413K -$146K -2,641 -26%
GWM
835
GSB Wealth Management
Connecticut
$413K – – –
CWM
836
Cornerstone Wealth Management
Missouri
$413K +$72.5K +1,313 +21%
Jones Financial Companies
837
Jones Financial Companies
Missouri
$413K +$76.5K +1,382 +23%
FFBTD
838
First Financial Bank - Trust Division
Ohio
$411K -$12.1K -218 -3%
TCOT
839
Trust Company of Toledo
Ohio
$411K -$1.16K -21 -0.3%
WAAG
840
Wealth Alliance Advisory Group
Kansas
$410K – – –
XWM
841
Xcel Wealth Management
Florida
$410K +$607 +11 +0.1%
IC
842
Intersect Capital
California
$408K +$1.61K +29 +0.4%
LIM
843
Lathrop Investment Management
Arkansas
$405K -$22.7K -410 -5%
MIM
844
Marco Investment Management
Georgia
$404K -$88.5K -1,600 -18%
CT
845
Cambridge Trust
Massachusetts
$404K -$62.2K -1,125 -13%
AOWM
846
Alpha Omega Wealth Management
Virginia
$399K -$55.3K -1,000 -12%
CCM
847
Cadence Capital Management
Massachusetts
$398K -$122K -2,213 -23%
DWA
848
Douglass Winthrop Advisors
New York
$398K -$44.2K -800 -10%
CTB
849
Country Trust Bank
Illinois
$398K +$191K +3,449 +92%
BHBT
850
Burke & Herbert Bank & Trust
Virginia
$396K -$3.31K -60 -0.8%
32 33
34
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