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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 %
AP
1126
Arlington Partners
Alabama
$111K – – –
IWA
1127
Intercontinental Wealth Advisors
Texas
$109K -$9.36K -170 -8%
H
1128
Hexavest
Quebec, Canada
$108K -$38.3K -692 -26%
PG
1129
Proffitt & Goodson
Tennessee
$106K – – –
PCTC
1130
Perkins Coie Trust Company
Washington
$106K +$27.6K +500 +35%
WT
1131
Whittier Trust
California
$104K – – –
MUS
1132
Mitsubishi UFJ Securities
Japan
$102K -$43.6K -790 -30%
TFO
1133
Tarbox Family Office
California
$102K +$2.32K +42 +2%
CLOS
1134
Compagnie Lombard Odier SCmA
Switzerland
$97K – – –
LFG
1135
LifePlan Financial Group
Ohio
$96K – – –
BCA
1136
Berman Capital Advisors
Georgia
$95K +$7.64K +140 +9%
NSB
1137
Norway Savings Bank
Maine
$93K – – –
WCM
1138
Whitener Capital Management
North Carolina
$93K – – –
BWL
1139
Bogart Wealth LLC
Virginia
$93K – – –
AS
1140
Altshuler Shaham
Israel
$93K +$93K +1,674 New
HGWM
1141
Harvest Group Wealth Management
Massachusetts
$90K +$930 +17 +1%
SIM
1142
Sonora Investment Management
Arizona
$90K +$5.55K +100 +7%
NL
1143
NVWM LLC
Pennsylvania
$90K +$55.4K +1,000 +160%
SNT
1144
Security National Trust
West Virginia
$89K – – –
JGIA
1145
Jackson Grant Investment Advisers
Connecticut
$87K +$937 +17 +1%
CAW
1146
Cornerstone Advisors (Washington)
Washington
$87K +$11.8K +213 +16%
APW
1147
Acima Private Wealth
Virginia
$83K – – –
BWM
1148
Baystate Wealth Management
Massachusetts
$82K +$5.94K +108 +8%
LWM
1149
Liberty Wealth Management
California
$81K +$34.3K +621 +74%
JWA
1150
JFS Wealth Advisors
Pennsylvania
$78K – – –
44 45
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