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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 %
RC
876
RegentAtlantic Capital
New Jersey
$368K +$59.5K +1,076 +19%
GJIC
877
Gamble Jones Investment Counsel
California
$367K – – –
SFWA
878
Summit Financial Wealth Advisors
Louisiana
$366K – – –
LJAC
879
L.J. Altfest & Co
New York
$363K +$13.3K +240 +4%
TSS
880
Two Sigma Securities
New York
$362K -$534K -9,659 -60%
THWM
881
Taylor Hoffman Wealth Management
Virginia
$362K -$125K -2,250 -26%
BWP
882
Bernardo Wealth Planning
Pennsylvania
$360K -$1.49K -27 -0.4%
YIA
883
YHB Investment Advisors
Connecticut
$360K – – –
KFC
884
Klingenstein Fields & Co
New York
$358K – – –
C
885
Cerebellum
California
$357K – – –
IP
886
Isthmus Partners
Wisconsin
$357K +$357K +6,450 New
CCP
887
Corient Capital Partners
California
$355K +$63.2K +1,145 +22%
SFG
888
SNS Financial Group
Minnesota
$354K +$13.3K +241 +4%
HH
889
HWG Holdings
Texas
$353K +$353K +6,393 New
CICI
890
Capital Investment Counsel Inc
North Carolina
$349K -$2.49K -45 -0.7%
HIS
891
Harvest Investment Services
Illinois
$348K -$23.1K -422 -6%
TAIM
892
TD Ameritrade Investment Management
Nebraska
$348K +$67.5K +1,223 +24%
PFO
893
Pathstone Family Office
New Jersey
$346K -$7.3K -132 -2%
O
894
Ossiam
France
$345K – – –
CGL
895
Clarius Group LLC
Washington
$343K +$71.3K +1,291 +26%
CCB
896
Cutter & Co Brokerage
Missouri
$341K +$38.1K +690 +13%
SCM
897
Southport Capital Management
Tennessee
$337K +$497 +9 +0.1%
BCM
898
Becker Capital Management
Oregon
$336K -$22.6K -410 -6%
MWM
899
Mission Wealth Management
California
$336K +$57.7K +1,045 +21%
CCM
900
Cribstone Capital Management
Maine
$335K -$713K -12,918 -68%
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36
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