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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 %
OSNBOA
976
Old Second National Bank of Aurora
Illinois
$270K – – –
LIC
977
Lodestar Investment Counsel
Illinois
$270K – – –
LDFR
978
Lehman & Derafelo Financial Resources
Pennsylvania
$270K +$270K +4,793 New
TWA
979
TCI Wealth Advisors
Arizona
$269K – – –
WA
980
WealthTrust Axiom
Pennsylvania
$267K – – –
STA
981
Summit Trail Advisors
New York
$267K +$267K +4,836 New
RCM
982
RNC Capital Management
California
$266K -$22.4K -406 -8%
FWIA
983
Fort Washington Investment Advisors
Ohio
$265K -$5.52K -100 -2%
JLBC
984
J.L. Bainbridge & Co
Florida
$265K +$553 +10 +0.2%
CG
985
CFO4Life Group
Texas
$264K +$29.8K +538 +13%
AFP
986
Ausdal Financial Partners
Iowa
$263K -$5.42K -98 -2%
SCM
987
Salem Capital Management
Massachusetts
$263K – – –
KFGK
988
Keystone Financial Group (Kentucky)
Kentucky
$262K -$3.81K -69 -1%
JA
989
JOYN Advisors
Georgia
$262K +$37.7K +676 +17%
EHWM
990
Eads & Heald Wealth Management
Georgia
$261K +$4.98K +90 +2%
BRM
991
Boston Research & Management
Massachusetts
$260K – – –
TC
992
Telemus Capital
Michigan
$260K +$260K +4,649 New
HFS
993
Howard Financial Services
Texas
$259K +$553 +10 +0.2%
CAM
994
Centre Asset Management
New York
$258K – – –
IHL
995
Investment House LLC
California
$258K +$16.7K +303 +7%
CCM
996
Compton Capital Management
Rhode Island
$257K – – –
HCM
997
Hodges Capital Management
Texas
$256K – – –
TCM
998
Tufton Capital Management
Maryland
$254K +$3.58K +65 +1%
LI
999
LVZ Inc
Michigan
$252K -$94.9K -1,716 -27%
WP
1000
WMS Partners
Maryland
$251K -$22.1K -400 -8%
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40
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