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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 %
NI
1026
Noked Israel
Israel
$238K +$238K +4,300 New
WPW
1027
Waldron Private Wealth
Pennsylvania
$238K +$238K +4,307 New
SAM
1028
Seelaus Asset Management
New Jersey
$237K -$4.43K -80 -2%
PVWM
1029
Point View Wealth Management
New Jersey
$236K -$7.02K -127 -3%
PFC
1030
Phocas Financial Corp
California
$235K – – –
MF
1031
Magnetar Financial
Illinois
$235K +$235K +4,249 New
VC
1032
Vicus Capital
Pennsylvania
$234K +$4.59K +83 +2%
MIC
1033
Meridian Investment Counsel
California
$232K – – –
SAM
1034
Summit Asset Management
Tennessee
$232K +$886 +16 +0.4%
PB
1035
Pinnacle Bancorp
Nebraska
$231K – – –
HFA
1036
High Falls Advisors
New York
$231K +$11K +200 +5%
MFG
1037
Magnus Financial Group
New York
$230K +$1.6K +29 +0.7%
BAS
1038
Brown Advisory Securities
Maryland
$229K -$34.9K -626 -13%
MOS
1039
MGO One Seven
Ohio
$229K -$31K -562 -12%
BSB
1040
Bangor Savings Bank
Maine
$228K +$228K +4,122 New
FAM
1041
Formidable Asset Management
Ohio
$227K +$227K +4,054 New
Luther King Capital Management (LKCM)
1042
Luther King Capital Management (LKCM)
Texas
$225K – – –
GVAG
1043
Great Valley Advisor Group
Delaware
$225K +$225K +4,074 New
AWM
1044
Altavista Wealth Management
North Carolina
$223K -$11K -200 -5%
VA
1045
Valmark Advisers
Ohio
$223K +$223K +4,042 New
DWM
1046
Dakota Wealth Management
Florida
$222K -$5.59K -100 -2%
FCA
1047
FLC Capital Advisors
California
$222K – – –
BFA
1048
Brendel Financial Advisors
New Hampshire
$222K – – –
PSP
1049
Principal Street Partners
Tennessee
$222K +$222K +4,008 New
IIC
1050
Integrated Investment Consultants
Michigan
$221K -$11K -200 -5%
40 41
42
43 44