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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 %
AA
1101
AlphaMark Advisors
Kentucky
$133K +$825 +16 +0.6%
HS
1102
Horan Securities
United States
$131K – – –
AIM
1103
Advantage Investment Management
Iowa
$129K -$5.16K -100 -4%
ARMC
1104
American Research & Management Company
Massachusetts
$128K – – –
KPCM
1105
Kings Point Capital Management
New York
$127K -$46.5K -900 -27%
ST
1106
Smithfield Trust
Pennsylvania
$127K +$23.6K +456 +23%
MIFH
1107
Migdal Insurance & Financial Holdings
Israel
$126K +$88.7K +1,712 +238%
HCM
1108
Hilton Capital Management
New York
$124K – – –
EIM
1109
Essex Investment Management
Massachusetts
$124K – – –
MWC
1110
MKD Wealth Coaches
Michigan
$124K – – –
KTC
1111
Kistler-Tiffany Companies
Pennsylvania
$118K – – –
GTAM
1112
Global Trust Asset Management
Florida
$117K – – –
IFA
1113
Interactive Financial Advisors
Illinois
$114K +$114K +2,208 New
CAGAS
1114
Capital Advisory Group Advisory Services
Minnesota
$113K -$20.3K -397 -15%
IWA
1115
Intercontinental Wealth Advisors
Texas
$111K -$3.41K -66 -3%
CWM
1116
Cranbrook Wealth Management
Michigan
$111K – – –
MSA
1117
Marino Stram & Associates
Massachusetts
$109K +$47.4K +919 +77%
OFS
1118
Orrstown Financial Services
Pennsylvania
$106K – – –
CAM
1119
Cresset Asset Management
Illinois
$106K +$55.7K +1,076 +111%
AP
1120
Arlington Partners
Alabama
$103K – – –
IWP
1121
Icon Wealth Partners
Texas
$101K +$101K +1,960 New
PG
1122
Proffitt & Goodson
Tennessee
$99K +$99K +1,918 New
WT
1123
Whittier Trust
California
$98K +$1.35K +26 +1%
FPS
1124
Fieldpoint Private Securities
Connecticut
$96K – – –
TFO
1125
Tarbox Family Office
California
$93K – – –
43 44
45
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