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Southern Company
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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 %
TTWM
951
TCV Trust & Wealth Management
Virginia
$276K -$3.88K -75 -1%
CBN
952
Cadence Bank NA
Texas
$275K -$7.99K -155 -3%
CL
953
Choreo LLC
Illinois
$274K -$72.7K -1,408 -21%
ZAM
954
Zevin Asset Management
Massachusetts
$274K – – –
GP
955
Girard Partners
Pennsylvania
$273K -$42.3K -820 -13%
HVIA
956
Hudson Valley Investment Advisors
New York
$273K -$16.5K -319 -6%
CCP
957
Corient Capital Partners
California
$273K +$273K +5,284 New
CCG
958
Cypress Capital Group
Florida
$272K +$28.1K +545 +12%
TSW
959
Thompson Siegel & Walmsley
Virginia
$270K – – –
RCM
960
RNC Capital Management
California
$270K +$21K +405 +8%
AUB
961
Atlantic Union Bankshares
Virginia
$268K -$4.12K -80 -2%
STMM
962
South Texas Money Management
Texas
$267K +$6.37K +123 +2%
QI
963
Qtron Investments
Massachusetts
$265K +$265K +5,134 New
CCM
964
Crabel Capital Management
California
$265K +$265K +5,135 New
NAM
965
North American Management
Massachusetts
$264K – – –
PIMG
966
Patriot Investment Management Group
Tennessee
$264K +$264K +5,127 New
TAIM
967
TD Ameritrade Investment Management
Nebraska
$263K +$88.3K +1,706 +51%
CC
968
Chicago Capital
Illinois
$261K +$1.39K +27 +0.5%
JIC
969
Joel Isaacson & Co
New York
$260K -$103K -2,000 -28%
MWM
970
Mission Wealth Management
California
$260K -$4.9K -95 -2%
MHIC
971
Marble Harbor Investment Counsel
Massachusetts
$258K – – –
EWM
972
Elmwood Wealth Management
California
$258K – – –
WP
973
WMS Partners
Maryland
$255K +$255K +4,937 New
OIA
974
OneDigital Investment Advisors
Kansas
$254K +$2.58K +50 +1%
CGL
975
Clarius Group LLC
Washington
$254K +$254K +4,923 New
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39
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