SO icon

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 %
NIPH
1076
NN Investment Partners Holdings
Netherlands
$208K – – –
PA
1077
Parallel Advisors
California
$208K +$2.21K +40 +1%
1SB
1078
1ST Source Bank
Indiana
$208K +$208K +3,758 New
RWA
1079
Ropes Wealth Advisors
Massachusetts
$206K – – –
WA
1080
Wealthstar Advisors
Texas
$206K +$206K +3,722 New
AWCI
1081
Alpine Woods Capital Investors
New York
$205K -$22.2K -400 -10%
FA
1082
FCG Advisors
New Jersey
$205K +$205K +3,700 New
AFG
1083
Albion Financial Group
Utah
$205K +$205K +3,700 New
NFG
1084
Nadler Financial Group
Illinois
$205K +$205K +3,710 New
EFSCE
1085
Enterprise Financial Services Corp (EFSC)
Missouri
$202K +$14.1K +256 +8%
Koshinski Asset Management
1086
Koshinski Asset Management
Illinois
$202K +$202K +3,662 New
IIC
1087
Ironwood Investment Counsel
Arizona
$202K +$202K +3,669 New
IBOK
1088
Independence Bank of Kentucky
Kentucky
$200K -$59.3K -1,074 -23%
MRCM
1089
M&R Capital Management
New Jersey
$199K – – –
TPWA
1090
TRUE Private Wealth Advisors
Oregon
$193K +$193K +3,500 New
SBL
1091
Sargent Bickham Lagudis
Colorado
$189K -$5.3K -96 -3%
RFM
1092
Royal Fund Management
Florida
$187K -$20.2K -366 -10%
MIFH
1093
Migdal Insurance & Financial Holdings
Israel
$183K +$48.3K +871 +36%
JWM
1094
Janiczek Wealth Management
Colorado
$172K – – –
SIS
1095
Sound Income Strategies
Florida
$172K +$3.99K +72 +2%
JIR
1096
James Investment Research
Ohio
$171K +$171K +3,100 New
OAM
1097
Oppenheimer Asset Management
New York
$169K -$33.1K -599 -16%
GLI
1098
Guardian Life Insurance
New York
$166K +$720 +13 +0.4%
SWA
1099
Sutton Wealth Advisors
Florida
$165K – – –
MCM
1100
Manchester Capital Management
Vermont
$159K -$45K -815 -22%
42 43
44
45 46