SO icon

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 %
CA
926
Claro Advisors
Massachusetts
$293K +$27.4K +530 +10%
GCM
927
Gables Capital Management
Florida
$292K +$5.16K +100 +2%
HC
928
HNP Capital
New York
$291K -$15K -291 -5%
VRM
929
Vectors Research Management
New York
$291K +$4.24K +82 +1%
OPCM
930
Osborne Partners Capital Management
California
$290K -$64.5K -1,250 -18%
RIA
931
Realta Investment Advisors
Delaware
$290K +$290K +5,577 New
NSIM
932
North Star Investment Management
Illinois
$289K – – –
GI
933
Gradient Investments
Minnesota
$288K -$18.2K -352 -6%
CT
934
Coastline Trust
Rhode Island
$288K -$5.17K -100 -2%
RC
935
RegentAtlantic Capital
New Jersey
$288K +$982 +19 +0.3%
CTA
936
Colonial Trust Advisors
South Carolina
$286K +$14.2K +275 +5%
HR
937
Howe & Rusling
New York
$286K +$165K +3,193 +136%
Wolverine Trading
938
Wolverine Trading
Illinois
$285K -$149K -2,883 -34%
HWA
939
Heritage Wealth Advisors
Virginia
$284K +$103K +2,000 +57%
RIM
940
Redwood Investment Management
Arizona
$284K +$284K +5,493 New
CCB
941
Cutter & Co Brokerage
Missouri
$283K -$1.86K -36 -0.7%
FBT
942
First Bankers Trust
Kentucky
$282K -$274K -5,309 -49%
Fisher Asset Management
943
Fisher Asset Management
Washington
$282K -$101K -1,955 -26%
SCA
944
Stonebridge Capital Advisors
Minnesota
$282K -$11.2K -217 -4%
AAM
945
Ascension Asset Management
New York
$282K – – –
HDIM
946
Hanson & Doremus Investment Management
Vermont
$282K +$19.6K +378 +7%
MIC
947
Means Investment Company
Maine
$281K +$281K +5,436 New
JFGIW
948
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$280K -$28.6K -553 -9%
AWA
949
Arete Wealth Advisors
Illinois
$277K -$94K -1,820 -25%
JHCP
950
Jackson Hole Capital Partners
Oklahoma
$277K +$18.6K +360 +7%
36 37
38
39 40