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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 %
SIA
901
Strategic Investment Advisors
Michigan
$321K +$29.5K +572 +10%
MHIM
902
MacNealy Hoover Investment Management
Ohio
$318K – – –
SFG
903
SNS Financial Group
Minnesota
$318K +$318K +6,158 New
SCM
904
Southport Capital Management
Tennessee
$315K +$40.5K +783 +15%
Jones Financial Companies
905
Jones Financial Companies
Missouri
$314K +$61.2K +1,185 +24%
MMG
906
Monetary Management Group
Missouri
$311K – – –
JCM
907
Jacobi Capital Management
Pennsylvania
$311K +$23.3K +452 +8%
WSFS
908
Wilmington Savings Fund Society
Delaware
$308K -$22.4K -433 -7%
HBT
909
Hills Bank & Trust
Iowa
$308K – – –
AWM
910
Aevitas Wealth Management
Massachusetts
$308K +$1.29K +25 +0.4%
WWM
911
Western Wealth Management
Colorado
$307K +$10.2K +193 +3%
BMO
912
Beck Mack & Oliver
New York
$305K -$326K -6,300 -52%
CCM
913
Covington Capital Management
California
$305K – – –
CHJWM
914
Carlton Hofferkamp & Jenks Wealth Management
Texas
$304K +$304K +5,883 New
WAP
915
Wealthcare Advisory Partners
Pennsylvania
$303K +$12.9K +250 +4%
BST
916
Bath Savings Trust
Maine
$303K +$303K +5,870 New
VFP
917
Verus Financial Partners
Virginia
$301K -$7.43K -144 -2%
SA
918
Strategic Advisors
New York
$300K +$4.7K +91 +2%
Cerity Partners
919
Cerity Partners
New York
$299K -$83.6K -1,614 -22%
VCM
920
Violich Capital Management
California
$299K – – –
SIAG
921
Signet Investment Advisory Group
Rhode Island
$299K – – –
PWSG
922
Pacific Wealth Strategies Group
California
$299K +$5.53K +107 +2%
TCPWM
923
Traverso Chambers Private Wealth Management
California
$296K -$465 -9 -0.2%
DLHL
924
Donald L. Hagan LLC
Florida
$294K +$5.64K +109 +2%
GT
925
Glenview Trust
Kentucky
$293K -$147K -2,843 -33%
35 36
37
38 39