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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 %
OPA
1051
Old Port Advisors
Maine
$221K -$2.82K -50 -1%
AMAL
1052
Asset Management Advisors LLC
Oklahoma
$221K – – –
FMP
1053
Financial Management Professionals
Texas
$221K – – –
SIC
1054
Sigma Investment Counselors
Michigan
$221K – – –
KB
1055
Kimelman & Baird
New York
$221K – – –
LBD
1056
Landsberg Bennett & Dubbaneh
Florida
$221K +$2.19K +40 +1%
NAS
1057
Nicolet Advisory Services
Wisconsin
$221K +$2.71K +49 +1%
QCG
1058
Quadrant Capital Group
Ohio
$220K +$128K +2,452 +139%
MA
1059
MANA Advisors
New York
$219K -$9.11K -165 -4%
BPA
1060
Beacon Pointe Advisors
California
$219K +$219K +3,960 New
HC
1061
Hourglass Capital
Texas
$218K – – –
BLAM
1062
Bourne Lent Asset Management
New York
$217K – – –
NIM
1063
NuWave Investment Management
New Jersey
$215K +$206K +3,719 +2,227%
IC
1064
Inverness Counsel
New York
$214K -$49.7K -900 -19%
FCBT
1065
First Citizens Bank & Trust
North Carolina
$213K -$13.1K -237 -6%
WP
1066
WealthPLAN Partners
Nebraska
$213K +$213K +3,719 New
AWA
1067
AmeriServ Wealth Advisors
Pennsylvania
$213K +$213K +3,845 New
SWM
1068
SVA Wealth Management
Wisconsin
$212K +$212K +3,829 New
GC
1069
Gratus Capital
Georgia
$211K +$211K +3,824 New
GAG
1070
GM Advisory Group
New York
$210K +$210K +3,792 New
WRM
1071
Weybosset Research & Management
Rhode Island
$210K +$210K +3,800 New
HVIA
1072
Hudson Valley Investment Advisors
New York
$209K -$82.7K -1,500 -28%
FFC
1073
First Financial Corp
Indiana
$209K – – –
GGI
1074
Godsey & Gibb Inc
Virginia
$209K +$209K +3,785 New
TFS
1075
Thoroughbred Financial Services
Tennessee
$209K +$209K +3,772 New
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