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Southern Company
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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 %
AFA
851
American Financial Advisors
Georgia
$383K +$2.06K +40 +0.5%
AIM
852
Axiom Investment Management
New York
$380K -$65.4K -1,271 -15%
IC
853
Intersect Capital
California
$380K +$13.1K +254 +4%
WLIM
854
White Lighthouse Investment Management
Massachusetts
$378K -$50.8K -982 -12%
SFA
855
Sequoia Financial Advisors
Ohio
$376K +$65.2K +1,262 +21%
BFA
856
Beaumont Financial Advisors
Massachusetts
$375K -$31.3K -605 -8%
AIP
857
Ahrens Investment Partners
Louisiana
$373K -$10.3K -200 -3%
BHBT
858
Burke & Herbert Bank & Trust
Virginia
$373K – – –
FNBTCON
859
First National Bank & Trust Co of Newtown
Pennsylvania
$370K – – –
PWLP
860
Prio Wealth Limited Partnership
Massachusetts
$368K -$51.6K -1,000 -12%
MBT
861
Montecito Bank & Trust
California
$368K – – –
RGC
862
Roberts, Glore & Co
Illinois
$366K – – –
SC
863
Sawyer & Company
Massachusetts
$366K – – –
GC
864
Gilbert & Cook
Iowa
$365K +$365K +7,055 New
SCA
865
Snowden Capital Advisors
New York
$365K -$25.6K -496 -7%
LBC
866
Lowe Brockenbrough & Co
Virginia
$364K – – –
LB
867
Landmark Bank
Missouri
$362K -$49.3K -955 -12%
ESB
868
Essex Savings Bank
Connecticut
$362K -$36.2K -700 -9%
KFP
869
Keystone Financial Planning
Ohio
$362K – – –
SCA
870
Stokes Capital Advisors
South Carolina
$360K -$12.9K -250 -3%
DJSG
871
D.J. St. Germain
Massachusetts
$359K -$27.6K -535 -7%
BWP
872
Baldwin Wealth Partners
Massachusetts
$357K – – –
MAA
873
Mraz Amerine & Associates
California
$356K -$125K -2,413 -26%
RFN
874
RDA Financial Network
Iowa
$355K +$355K +6,743 New
WEC
875
Winslow Evans & Crocker
Massachusetts
$352K -$9.96K -192 -3%
33 34
35
36 37