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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 %
HIS
876
Harvest Investment Services
Illinois
$348K +$61.5K +1,199 +21%
AAM
877
Autus Asset Management
Arizona
$346K -$13.8K -267 -4%
WIA
878
Wealthstreet Investment Advisors
Texas
$346K +$93.1K +1,803 +37%
BBA
879
Braun-Bostich & Associates
Pennsylvania
$345K -$117K -2,270 -25%
GJIC
880
Gamble Jones Investment Counsel
California
$343K -$19.6K -380 -5%
CP
881
Camelot Portfolios
Ohio
$341K -$1.16M -22,472 -77%
SFWA
882
Summit Financial Wealth Advisors
Louisiana
$341K – – –
WAM
883
Wakefield Asset Management
Colorado
$341K +$341K +6,596 New
DWM
884
Doyle Wealth Management
Florida
$340K -$241K -4,513 -41%
SG
885
StoneX Group
New York
$340K +$466 +9 +0.1%
BWP
886
Bernardo Wealth Planning
Pennsylvania
$338K -$5.53K -107 -2%
KFP
887
KMG Fiduciary Partners
Ohio
$337K +$337K +6,515 New
BCM
888
Becker Capital Management
Oregon
$336K -$51.7K -1,000 -13%
YIA
889
YHB Investment Advisors
Connecticut
$336K -$31K -600 -8%
KFC
890
Klingenstein Fields & Co
New York
$335K – – –
C
891
Cerebellum
California
$334K +$57.1K +1,105 +21%
MSAM
892
Moloney Securities Asset Management
Missouri
$332K +$6.05K +117 +2%
PFO
893
Pathstone Family Office
New Jersey
$330K +$163K +3,156 +98%
CICI
894
Capital Investment Counsel Inc
North Carolina
$329K +$16.8K +325 +5%
LJAC
895
L.J. Altfest & Co
New York
$327K – – –
BHWM
896
Bay Harbor Wealth Management
Maryland
$325K +$28.8K +557 +10%
BIA
897
Barry Investment Advisors
Massachusetts
$324K -$21.7K -420 -6%
LI
898
LVZ Inc
Michigan
$324K +$47.8K +925 +17%
JWM
899
JGP Wealth Management
Oregon
$322K -$3.71M -71,912 -92%
O
900
Ossiam
France
$322K -$272K -5,266 -46%
34 35
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