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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 %
GP
951
Girard Partners
Pennsylvania
$295K +$2.76K +50 +0.9%
KPCM
952
Kings Point Capital Management
New York
$294K +$158K +2,860 +116%
VWM
953
Valley Wealth Managers
New Jersey
$294K +$294K +5,325 New
ZAM
954
Zevin Asset Management
Massachusetts
$293K – – –
Qube Research & Technologies (QRT)
955
Qube Research & Technologies (QRT)
United Kingdom
$291K -$2.45M -44,329 -89%
STMM
956
South Texas Money Management
Texas
$290K +$4.97K +90 +2%
TSW
957
Thompson Siegel & Walmsley
Virginia
$289K – – –
SCA
958
Stonebridge Capital Advisors
Minnesota
$288K -$13.8K -250 -5%
WIA
959
World Investment Advisors
California
$286K -$159K -2,778 -36%
CCG
960
Cypress Capital Group
Florida
$286K -$5.7K -103 -2%
ACM
961
Advisors Capital Management
New Jersey
$284K +$284K +5,141 New
PIMG
962
Patriot Investment Management Group
Tennessee
$283K -$166 -3 -0.1%
AP
963
Appleton Partners
Massachusetts
$282K +$49.7K +900 +21%
VAS
964
Vestmark Advisory Solutions
Massachusetts
$281K +$23.7K +428 +9%
GT
965
Greenleaf Trust
Michigan
$281K +$60.8K +1,100 +28%
CC
966
Chicago Capital
Illinois
$280K – – –
PCG
967
Private Capital Group
Connecticut
$279K -$107K -2,301 -28%
JIC
968
Joel Isaacson & Co
New York
$278K -$166 -3 -0.1%
MIC
969
Means Investment Company
Maine
$277K -$30.7K -543 -10%
ACA
970
Anchor Capital Advisors
Massachusetts
$276K – – –
MHIC
971
Marble Harbor Investment Counsel
Massachusetts
$276K – – –
EWM
972
Elmwood Wealth Management
California
$276K – – –
FIM
973
Freedom Investment Management
Connecticut
$274K +$16K +290 +6%
BCA
974
Bay Colony Advisors
Massachusetts
$271K +$221 +4 +0.1%
AFA
975
American Financial Advisors
Georgia
$270K -$139K -2,529 -34%
37 38
39
40 41