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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 %
OPCM
926
Osborne Partners Capital Management
California
$311K – – –
CHJWM
927
Carlton Hofferkamp & Jenks Wealth Management
Texas
$309K -$19.5K -350 -6%
BPWA
928
Beacon Pointe Wealth Advisors
California
$309K +$40.2K +727 +15%
GCM
929
Gables Capital Management
Florida
$308K -$5.54K -100 -2%
GI
930
Gradient Investments
Minnesota
$308K – – –
AWA
931
Arete Wealth Advisors
Illinois
$307K +$11K +199 +4%
CA
932
Claro Advisors
Massachusetts
$306K -$7.57K -137 -2%
CT
933
Coastline Trust
Rhode Island
$306K -$2.21K -40 -0.7%
HR
934
Howe & Rusling
New York
$306K – – –
HWA
935
Heritage Wealth Advisors
Virginia
$304K – – –
JWS
936
Juncture Wealth Strategies
Arizona
$304K +$60.8K +1,100 +25%
AF
937
Arrow Financial
New York
$304K +$79.9K +1,445 +36%
CP
938
Camelot Portfolios
Ohio
$303K -$62.2K -1,126 -17%
AWM
939
Aevitas Wealth Management
Massachusetts
$303K -$26.2K -474 -8%
VF
940
Virtu Financial
New York
$302K -$1.83M -33,071 -86%
AAM
941
Ascension Asset Management
New York
$302K – – –
WAP
942
Wealthcare Advisory Partners
Pennsylvania
$301K -$22.5K -408 -7%
JFGIW
943
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K +$2.76K +50 +0.9%
TTWM
944
TCV Trust & Wealth Management
Virginia
$299K +$4.31K +78 +1%
CL
945
Choreo LLC
Illinois
$299K +$5.2K +94 +2%
FBT
946
First Bankers Trust
Kentucky
$298K -$4.21K -76 -1%
HDIM
947
Hanson & Doremus Investment Management
Vermont
$296K -$5.31K -96 -2%
JHCP
948
Jackson Hole Capital Partners
Oklahoma
$296K – – –
CCFM
949
Clear Creek Financial Management
Washington
$296K +$296K +5,367 New
PIM
950
Penobscot Investment Management
Massachusetts
$295K -$168K -3,045 -36%
36 37
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