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 %
FWIA
976
Fort Washington Investment Advisors
Ohio
$253K – – –
JLBC
977
J.L. Bainbridge & Co
Florida
$253K +$529 +10 +0.2%
OSNBOA
978
Old Second National Bank of Aurora
Illinois
$253K +$8.69K +168 +4%
LIC
979
Lodestar Investment Counsel
Illinois
$252K – – –
BAM
980
Bruderman Asset Management
New York
$251K -$22.4K -433 -8%
AFP
981
Ausdal Financial Partners
Iowa
$251K -$16.5K -319 -6%
TWA
982
TCI Wealth Advisors
Arizona
$251K -$465 -9 -0.2%
BPWA
983
Beacon Pointe Wealth Advisors
California
$251K +$827 +16 +0.3%
BCA
984
Bay Colony Advisors
Massachusetts
$251K +$14.5K +282 +6%
WA
985
WealthTrust Axiom
Pennsylvania
$250K – – –
KFGK
986
Keystone Financial Group (Kentucky)
Kentucky
$249K +$249K +4,809 New
WP
987
WealthSource Partners
California
$248K +$248K +4,798 New
MWM
988
Meridian Wealth Management
Kentucky
$248K +$248K +4,803 New
BAS
989
Brown Advisory Securities
Maryland
$247K -$131K -2,506 -35%
IC
990
Inverness Counsel
New York
$247K +$247K +4,778 New
BFC
991
Bedel Financial Consulting
Indiana
$246K +$155 +3 +0.1%
SCM
992
Salem Capital Management
Massachusetts
$245K – – –
BSPF
993
British Steel Pension Fund
United Kingdom
$244K -$25.8K -500 -10%
IBOK
994
Independence Bank of Kentucky
Kentucky
$243K -$65.2K -1,260 -21%
BRM
995
Boston Research & Management
Massachusetts
$243K – – –
MOS
996
MGO One Seven
Ohio
$243K +$33.1K +641 +16%
FHC
997
First Heartland Consultants
Missouri
$242K +$6.56K +127 +3%
FIM
998
Freedom Investment Management
Connecticut
$241K -$128K -2,479 -35%
CAM
999
Centre Asset Management
New York
$241K -$4.14K -80 -2%
HFS
1000
Howard Financial Services
Texas
$241K -$3.71K -72 -2%
38 39
40
41 42