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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 %
EWF
1026
Epstein & White Financial
California
$224K -$48.8K -911 -18%
P
1027
Pitcairn
Pennsylvania
$223K +$223K +4,312 New
CWS
1028
Cypress Wealth Services
California
$222K -$35.9K -695 -14%
PAM
1029
Peak Asset Management
Colorado
$222K +$222K +4,300 New
SCA
1030
Spearhead Capital Advisors
Florida
$222K +$222K +4,300 New
PCIA
1031
Prime Capital Investment Advisors
Kansas
$220K -$321K -6,200 -59%
PFC
1032
Phocas Financial Corp
California
$220K +$48.7K +940 +28%
CG
1033
CFO4Life Group
Texas
$219K -$480K -9,277 -69%
AWM
1034
Altavista Wealth Management
North Carolina
$219K +$219K +4,238 New
M
1035
MOTCO
Texas
$218K – – –
AP
1036
Appleton Partners
Massachusetts
$217K -$56.8K -1,100 -21%
TLP
1037
Trinity Legacy Partners
Texas
$217K +$217K +4,195 New
MIC
1038
Meridian Investment Counsel
California
$217K +$217K +4,202 New
IIC
1039
Integrated Investment Consultants
Michigan
$217K +$217K +4,204 New
SAM
1040
Summit Asset Management
Tennessee
$216K -$247K -4,775 -53%
BS
1041
Boenning & Scattergood
Pennsylvania
$216K -$129K -2,500 -37%
PB
1042
Pinnacle Bancorp
Nebraska
$216K -$66.1K -1,280 -23%
VC
1043
Vicus Capital
Pennsylvania
$214K -$1.22M -23,549 -85%
MFG
1044
Magnus Financial Group
New York
$214K +$214K +4,139 New
SLWS
1045
Swaine & Leidel Wealth Services
Florida
$214K +$214K +4,143 New
MA
1046
MANA Advisors
New York
$213K -$189K -3,660 -47%
AWCI
1047
Alpine Woods Capital Investors
New York
$212K -$36.2K -700 -15%
FCBT
1048
First Citizens Bank & Trust
North Carolina
$212K +$212K +4,091 New
DWM
1049
Dakota Wealth Management
Florida
$211K +$211K +4,070 New
Luther King Capital Management (LKCM)
1050
Luther King Capital Management (LKCM)
Texas
$211K +$211K +4,075 New
40 41
42
43 44