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Southern Company
SO

1,268 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, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $318M | Put options by funds: $132M

94% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 72

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

20% more capital invested

Capital invested by funds: $25.8B → $30.9B (+$5.1B)

14% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 438

5% more funds holding

Funds holding: 1,213 → 1,268 (+55)

0.58% more ownership

Funds ownership: 57.29% → 57.87% (+0.58%)

Holders
1,268
Holders Change
+55
Holders Change %
+4.53%
% of All Funds
27.45%
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
438
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$193M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$89.9M
5
State Street
State Street
Massachusetts
+$87.7M

Top Sellers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
-$184M
2
Morgan Stanley
Morgan Stanley
New York
-$124M
3
EIP
Epoch Investment Partners
New York
-$108M
4
CBOA
Commonwealth Bank of Australia
Australia
-$98M
5
ZP
Zimmer Partners
New York
-$84.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
1051
Luther King Capital Management (LKCM)
Texas
$211K +$200K +4,075 New
TC
1052
TownSquare Capital
Utah
$211K +$200K +4,077 New
RVPG
1053
Relative Value Partners Group
$210K +$199K +4,063 New
AF
1054
Arrow Financial
New York
$209K +$126K +2,575 +174%
JA
1055
JOYN Advisors
Georgia
$208K -$49.3K -1,006 -20%
BFA
1056
Brendel Financial Advisors
New Hampshire
$208K +$197K +4,020 New
FMP
1057
Financial Management Professionals
Texas
$207K – – –
SIC
1058
Sigma Investment Counselors
Michigan
$207K +$196K +3,996 New
AMAL
1059
Asset Management Advisors LLC
Oklahoma
$207K +$196K +4,000 New
KB
1060
Kimelman & Baird
New York
$207K +$196K +4,000 New
GT
1061
Greenleaf Trust
Michigan
$206K +$195K +3,985 New
HFA
1062
High Falls Advisors
New York
$206K +$195K +3,987 New
LBD
1063
Landsberg Bennett & Dubbaneh
Florida
$206K +$196K +3,994 New
OPA
1064
Old Port Advisors
Maine
$205K +$195K +3,975 New
FCA
1065
FLC Capital Advisors
California
$204K +$193K +3,940 New
NAS
1066
Nicolet Advisory Services
Wisconsin
$204K +$193K +3,944 New
HC
1067
Hourglass Capital
Texas
$204K +$194K +3,950 New
BLAM
1068
Bourne Lent Asset Management
New York
$203K +$193K +3,931 New
QAM
1069
Quantres Asset Management
Cayman Islands
$202K -$1.14M -23,300 -86%
RE
1070
RBC Europe
United Kingdom
$198K – – –
MGIA
1071
Moneta Group Investment Advisors
Missouri
$197K +$187K +3,812 New
FFC
1072
First Financial Corp
Indiana
$196K -$49K -1,000 -21%
RFM
1073
Royal Fund Management
Florida
$194K +$9.41K +192 +5%
NIPH
1074
NN Investment Partners Holdings
Netherlands
$194K +$23.3K +475 +14%
CTB
1075
Country Trust Bank
Illinois
$194K +$111K +2,258 +151%
41 42
43
44 45

SO Hedge Fund Activity: Q1 2019 in Review

1,268 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2019, worth a combined $30.9B — up 20% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SO positions and 72 closed out — a net gain of 68 holders — while 498 added to existing stakes and 438 trimmed.

The largest buyer was Vanguard Group, adding an estimated $193M. The largest seller was Nordea Investment Management, cutting an estimated $184M.

  • 1,268 institutional investors held Southern Company (SO) as of Q1 2019, up from 1,213 in Q4 2018.
  • Funds reported $30.9B of Southern Company stock for Q1 2019, up 20% quarter-over-quarter.
  • 140 funds opened new Southern Company positions in Q1 2019 and 72 closed out, a net change of +68 holders.
  • The largest Southern Company buyer in Q1 2019 was Vanguard Group, an estimated $193M added.
  • The largest Southern Company seller in Q1 2019 was Nordea Investment Management, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2019.