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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 %
ARMT
1001
Amica Retiree Medical Trust
Rhode Island
$251K – – –
BFC
1002
Bedel Financial Consulting
Indiana
$250K -$13.3K -240 -5%
SCP
1003
Shorepoint Capital Partners
Massachusetts
$249K – – –
FHC
1004
First Heartland Consultants
Missouri
$247K -$11.9K -215 -5%
RCM
1005
Radnor Capital Management
Pennsylvania
$247K – – –
CA
1006
Calton & Associates
Florida
$247K +$247K +4,465 New
PFM
1007
Parsec Financial Management
North Carolina
$246K +$5.19K +94 +2%
BC
1008
Bartlett & Co
Ohio
$245K +$830 +15 +0.3%
DAC
1009
Dividend Assets Capital
South Carolina
$245K +$4.41K +80 +2%
BCWM
1010
Bartlett & Co Wealth Management
Ohio
$245K +$829 +15 +0.3%
MPI
1011
Mairs & Power Inc
Minnesota
$244K – – –
AA
1012
Altman Advisors
Illinois
$243K – – –
CWS
1013
Cypress Wealth Services
California
$243K +$5.57K +101 +2%
PPP
1014
Private Portfolio Partners
New Jersey
$243K +$243K +4,399 New
TIM
1015
Thompson Investment Management
Wisconsin
$242K -$3.59K -65 -1%
CBU
1016
CIBC Bank USA
Illinois
$242K – – –
MSA
1017
Marino Stram & Associates
Massachusetts
$242K +$125K +2,271 +107%
P
1018
Pitcairn
Pennsylvania
$241K +$2.49K +45 +1%
SEC
1019
Seven Eight Capital
New York
$239K -$917K -16,600 -79%
First Manhattan
1020
First Manhattan
New York
$239K -$7.5K -136 -3%
SCA
1021
Spearhead Capital Advisors
Florida
$238K – – –
PAM
1022
Peak Asset Management
Colorado
$238K – – –
PCIA
1023
Prime Capital Investment Advisors
Kansas
$238K +$3.31K +60 +1%
NI
1024
Noked Israel
Israel
$238K +$238K +4,300 New
TSS
1025
Thomas Story & Son
Indiana
$238K +$238K +4,300 New
39 40
41
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