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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 %
ST
1001
Spinnaker Trust
Maine
$241K – – –
WT
1002
Washington Trust
Rhode Island
$241K +$241K +4,610 New
VAS
1003
Vestmark Advisory Solutions
Massachusetts
$241K +$241K +4,655 New
CCM
1004
Compton Capital Management
Rhode Island
$240K – – –
BA
1005
BKS Advisors
Michigan
$239K -$181K -3,500 -43%
HCM
1006
Hodges Capital Management
Texas
$239K -$25.8K -500 -10%
EHWM
1007
Eads & Heald Wealth Management
Georgia
$239K -$6.71K -130 -3%
ARMT
1008
Amica Retiree Medical Trust
Rhode Island
$234K – – –
TCM
1009
Tufton Capital Management
Maryland
$234K +$234K +4,542 New
SCP
1010
Shorepoint Capital Partners
Massachusetts
$233K +$233K +4,500 New
First Manhattan
1011
First Manhattan
New York
$231K -$95.5K -1,848 -29%
RCM
1012
Radnor Capital Management
Pennsylvania
$231K +$231K +4,465 New
TIM
1013
Thompson Investment Management
Wisconsin
$230K +$230K +4,446 New
BCWM
1014
Bartlett & Co Wealth Management
Ohio
$228K +$21.5K +416 +10%
BC
1015
Bartlett & Co
Ohio
$228K +$21.5K +416 +10%
MPI
1016
Mairs & Power Inc
Minnesota
$228K +$228K +4,417 New
JWS
1017
Juncture Wealth Strategies
Arizona
$227K -$838K -16,238 -79%
PVWM
1018
Point View Wealth Management
New Jersey
$227K -$33.6K -650 -13%
AA
1019
Altman Advisors
Illinois
$227K +$227K +4,400 New
CBU
1020
CIBC Bank USA
Illinois
$226K -$325K -6,296 -59%
MWM
1021
Merriman Wealth Management
Washington
$226K -$154K -2,971 -40%
PFM
1022
Parsec Financial Management
North Carolina
$226K +$226K +4,365 New
SAM
1023
Seelaus Asset Management
New Jersey
$226K +$226K +4,365 New
IHL
1024
Investment House LLC
California
$226K +$226K +4,367 New
DAC
1025
Dividend Assets Capital
South Carolina
$225K +$225K +4,360 New
39 40
41
42 43