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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 %
TC
1051
TownSquare Capital
Utah
$211K +$211K +4,077 New
RVPG
1052
Relative Value Partners Group
$210K +$210K +4,063 New
AF
1053
Arrow Financial
New York
$209K +$133K +2,575 +174%
JA
1054
JOYN Advisors
Georgia
$208K -$52.1K -1,006 -20%
BFA
1055
Brendel Financial Advisors
New Hampshire
$208K +$208K +4,020 New
FMP
1056
Financial Management Professionals
Texas
$207K – – –
SIC
1057
Sigma Investment Counselors
Michigan
$207K +$207K +3,996 New
AMAL
1058
Asset Management Advisors LLC
Oklahoma
$207K +$207K +4,000 New
KB
1059
Kimelman & Baird
New York
$207K +$207K +4,000 New
GT
1060
Greenleaf Trust
Michigan
$206K +$206K +3,985 New
HFA
1061
High Falls Advisors
New York
$206K +$206K +3,987 New
LBD
1062
Landsberg Bennett & Dubbaneh
Florida
$206K +$206K +3,994 New
OPA
1063
Old Port Advisors
Maine
$205K +$205K +3,975 New
FCA
1064
FLC Capital Advisors
California
$204K +$204K +3,940 New
NAS
1065
Nicolet Advisory Services
Wisconsin
$204K +$204K +3,944 New
HC
1066
Hourglass Capital
Texas
$204K +$204K +3,950 New
BLAM
1067
Bourne Lent Asset Management
New York
$203K +$203K +3,931 New
QAM
1068
Quantres Asset Management
Cayman Islands
$202K -$1.21M -23,300 -86%
RE
1069
RBC Europe
United Kingdom
$198K – – –
MGIA
1070
Moneta Group Investment Advisors
Missouri
$197K +$197K +3,812 New
FFC
1071
First Financial Corp
Indiana
$196K -$51.8K -1,000 -21%
RFM
1072
Royal Fund Management
Florida
$194K +$9.92K +192 +5%
NIPH
1073
NN Investment Partners Holdings
Netherlands
$194K +$24.5K +475 +14%
CTB
1074
Country Trust Bank
Illinois
$194K +$117K +2,258 +151%
AIC
1075
Ameritas Investment Company
Nebraska
$193K +$193K +3,726 New
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