SO icon

Southern Company
SO

Overview Fund Activity

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.57B
2
Renaissance Technologies
Renaissance Technologies
New York
$366M
3
State Street
State Street
Massachusetts
$2.18B
4
BlackRock
BlackRock
New York
$2.99B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$457M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.47B
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
CBOA
Commonwealth Bank of Australia
Australia
$95.7M
4
Goldman Sachs
Goldman Sachs
New York
$267M
5
PAM
Panagora Asset Management
Massachusetts
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
1026
Enterprise Financial Services Corp (EFSC)
Missouri
$129K -$12.6K -288 -9%
MCM
1027
Manchester Capital Management
Vermont
$129K – – –
QAM
1028
QCI Asset Management
New York
$127K – – –
GLI
1029
Guardian Life Insurance
New York
$126K +$483 +11 +0.4%
SWP
1030
Strategic Wealth Partners
Ohio
$124K +$2.09K +44 +2%
KA
1031
Kaizen Advisory
Illinois
$124K +$23.7K +541 +24%
TC
1032
Trust Company
Kansas
$122K +$49.8K +1,138 +69%
HS
1033
Horan Securities
United States
$117K – – –
H
1034
Hexavest
Quebec, Canada
$116K -$36.6M -832,764 -100%
BWM
1035
BerganKDV Wealth Management
Minnesota
$116K +$4.28K +97 +4%
CAGAS
1036
Capital Advisory Group Advisory Services
Minnesota
$115K +$19.9K +452 +21%
BAM
1037
Barrett Asset Management
New York
$114K – – –
AIM
1038
Advantage Investment Management
Iowa
$114K – – –
AA
1039
AlphaMark Advisors
Kentucky
$113K +$5.2K +118 +5%
BWA
1040
BDO Wealth Advisors
Florida
$111K -$78.3K -1,790 -41%
ARMC
1041
American Research & Management Company
Massachusetts
$109K – – –
MWC
1042
MKD Wealth Coaches
Michigan
$106K +$106K +2,405 New
HCM
1043
Hilton Capital Management
New York
$105K -$27.3K -623 -21%
EIM
1044
Essex Investment Management
Massachusetts
$105K +$105K +2,400 New
HR
1045
Howe & Rusling
New York
$103K – – –
NSG
1046
Nalls Sherbakoff Group
Tennessee
$103K +$103K +2,345 New
CCMW
1047
Cypress Capital Management (Wyoming)
Wyoming
$102K +$102K +2,318 New
KTC
1048
Kistler-Tiffany Companies
Pennsylvania
$100K -$10.8K -247 -10%
GTAM
1049
Global Trust Asset Management
Florida
$100K +$88 +2 +0.1%
IWA
1050
Intercontinental Wealth Advisors
Texas
$97K +$97K +2,215 New
40 41
42
43 44