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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 %
MMG
901
Monetary Management Group
Missouri
$333K – – –
BHWM
902
Bay Harbor Wealth Management
Maryland
$331K -$16.9K -306 -5%
CAG
903
Csenge Advisory Group
Florida
$329K +$329K +5,963 New
IMOV
904
Investment Management of Virginia
Virginia
$328K -$328K -5,930 -50%
HBT
905
Hills Bank & Trust
Iowa
$328K -$1.38K -25 -0.4%
IWM
906
IHT Wealth Management
Illinois
$327K -$159K -2,877 -33%
BMO
907
Beck Mack & Oliver
New York
$326K – – –
CCM
908
Covington Capital Management
California
$326K – – –
WSFS
909
Wilmington Savings Fund Society
Delaware
$324K -$4.86K -88 -1%
VFP
910
Verus Financial Partners
Virginia
$323K +$111 +2 +0%
SA
911
Strategic Advisors
New York
$323K +$2.05K +37 +0.6%
DWM
912
Doyle Wealth Management
Florida
$322K -$30.7K -554 -9%
PWSG
913
Pacific Wealth Strategies Group
California
$320K – – –
RIM
914
Redwood Investment Management
Arizona
$320K +$16.5K +299 +5%
SIAG
915
Signet Investment Advisory Group
Rhode Island
$319K -$1.38K -25 -0.4%
VCM
916
Violich Capital Management
California
$319K – – –
JWM
917
JGP Wealth Management
Oregon
$317K -$27.1K -491 -8%
DLHL
918
Donald L. Hagan LLC
Florida
$314K – – –
GT
919
Glenview Trust
Kentucky
$313K – – –
DJSG
920
D.J. St. Germain
Massachusetts
$312K -$73.1K -1,320 -19%
MHIM
921
MacNealy Hoover Investment Management
Ohio
$312K -$27.6K -500 -8%
VRM
922
Vectors Research Management
New York
$312K +$553 +10 +0.2%
HC
923
HNP Capital
New York
$312K +$553 +10 +0.2%
CTA
924
Colonial Trust Advisors
South Carolina
$312K +$5.15K +93 +2%
TCPWM
925
Traverso Chambers Private Wealth Management
California
$311K -$8.82K -158 -3%
35 36
37
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