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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 %
WIA
851
Wealthstreet Investment Advisors
Texas
$396K +$25.8K +468 +7%
MBT
852
Montecito Bank & Trust
California
$395K – – –
GC
853
Gilbert & Cook
Iowa
$395K +$4.76K +86 +1%
PWLP
854
Prio Wealth Limited Partnership
Massachusetts
$394K – – –
FHA
855
Flagship Harbor Advisors
Massachusetts
$393K -$41K -742 -9%
SCA
856
Snowden Capital Advisors
New York
$392K +$2.27K +41 +0.6%
SC
857
Sawyer & Company
Massachusetts
$391K – – –
LBC
858
Lowe Brockenbrough & Co
Virginia
$389K – – –
KFP
859
Keystone Financial Planning
Ohio
$388K – – –
RGC
860
Roberts, Glore & Co
Illinois
$387K -$4.81K -87 -1%
SG
861
StoneX Group
New York
$386K +$22.3K +403 +6%
SCA
862
Stokes Capital Advisors
South Carolina
$385K – – –
KFP
863
KMG Fiduciary Partners
Ohio
$385K +$24.9K +450 +7%
TA
864
Tiedemann Advisors
New York
$383K -$212K -3,817 -36%
FNBTCON
865
First National Bank & Trust Co of Newtown
Pennsylvania
$381K -$15.3K -276 -4%
BWP
866
Baldwin Wealth Partners
Massachusetts
$381K – – –
MAA
867
Mraz Amerine & Associates
California
$381K – – –
LB
868
Landmark Bank
Missouri
$378K -$9.5K -172 -2%
RFN
869
RDA Financial Network
Iowa
$378K -$1.46K -26 -0.4%
SIA
870
Strategic Investment Advisors
Michigan
$377K +$33.2K +601 +10%
AC
871
Allstate Corporation
Illinois
$376K -$100K -1,813 -21%
HI
872
HBK Investments
Texas
$374K -$2.43M -43,899 -87%
OBGC
873
O'Brien Greene & Co
Pennsylvania
$374K -$127K -2,301 -25%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$372K +$361K +6,525 +3,263%
WLIM
875
White Lighthouse Investment Management
Massachusetts
$371K -$33.2K -600 -8%
33 34
35
36 37