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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 %
PA
1076
Parallel Advisors
California
$192K -$10.5K -203 -5%
RWA
1077
Ropes Wealth Advisors
Massachusetts
$192K +$5.16K +100 +3%
MCM
1078
Manchester Capital Management
Vermont
$191K +$47.3K +915 +33%
OAM
1079
Oppenheimer Asset Management
New York
$189K -$45.1K -873 -19%
MRCM
1080
M&R Capital Management
New Jersey
$189K – – –
SBL
1081
Sargent Bickham Lagudis
Colorado
$182K -$3.52K -68 -2%
Rockefeller Capital Management
1082
Rockefeller Capital Management
New York
$182K +$182K +3,526 New
CI
1083
CX Institutional
Indiana
$180K +$180K +3,482 New
CFA
1084
Camarda Financial Advisors
Florida
$176K – – –
WCM
1085
WealthBridge Capital Management
Ohio
$176K +$105 +2 +0.1%
EFSCE
1086
Enterprise Financial Services Corp (EFSC)
Missouri
$176K +$23.8K +460 +16%
CG
1087
Cutler Group
California
$173K +$152K +2,962 +741%
JWM
1088
Janiczek Wealth Management
Colorado
$161K – – –
PHK
1089
Point72 Hong Kong
Hong Kong
$161K +$161K +3,118 New
SIS
1090
Sound Income Strategies
Florida
$157K -$20K -387 -11%
SAM
1091
Shamrock Asset Management
Texas
$156K -$38.7K -747 -20%
SWA
1092
Sutton Wealth Advisors
Florida
$154K – – –
GLI
1093
Guardian Life Insurance
New York
$154K +$5.73K +111 +4%
QAM
1094
QCI Asset Management
New York
$145K -$4.12K -80 -3%
TC
1095
Trust Company
Kansas
$144K – – –
H
1096
Hexavest
Quebec, Canada
$136K – – –
BWM
1097
BerganKDV Wealth Management
Minnesota
$136K +$103 +2 +0.1%
MUS
1098
Mitsubishi UFJ Securities
Japan
$136K +$136K +2,640 New
BAM
1099
Barrett Asset Management
New York
$135K – – –
SWP
1100
Strategic Wealth Partners
Ohio
$134K +$102 +2 +0.1%
42 43
44
45 46