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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 %
PGWM
1151
Parisi Gray Wealth Management
New Jersey
$59K – – –
FIB
1152
First Interstate Bank
Montana
$58K +$14.3K +275 +33%
LWCFA
1153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
EWM
1154
Executive Wealth Management
Michigan
$57K – – –
JFA
1155
JNBA Financial Advisors
Minnesota
$56K -$15.7K -303 -22%
LC
1156
Lavaca Capital
Texas
$56K – – –
SCM
1157
Silvant Capital Management
Georgia
$56K – – –
CWA
1158
Clarus Wealth Advisors
Arizona
$56K +$514 +10 +0.9%
FDCDDQ
1159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.8K – – –
DWM
1160
Destination Wealth Management
California
$55K -$21.5K -413 -28%
OFW
1161
Omnia Family Wealth
Florida
$55K – – –
TFA
1162
Toth Financial Advisory
Virginia
$54K +$19.4K +377 +56%
WPA
1163
West Paces Advisors
Georgia
$53.9K – – –
CIM
1164
Centersquare Investment Management
Pennsylvania
$53K – – –
AWM
1165
AllSquare Wealth Management
New York
$52K -$5.2K -100 -9%
ADL
1166
Asset Dedication LLC
California
$52K – – –
DOA
1167
D'Orazio & Associates
Virginia
$52K +$26K +500 +100%
WCG
1168
Weaver Consulting Group
California
$52K +$52K +956 New
CHP
1169
Cable Hill Partners
Oregon
$50K +$512 +10 +1%
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$50K +$8.87K +172 +22%
BCI
1171
Brinker Capital Investments
Pennsylvania
$49K +$49K +940 New
MIP
1172
Mondrian Investment Partners
United Kingdom
$48K – – –
BWA
1173
BDO Wealth Advisors
Florida
$47K -$83.8K -1,625 -64%
LWS
1174
Lucia Wealth Services
California
$47K – – –
FMB
1175
Field & Main Bank
Kentucky
$47K +$47K +900 New
45 46
47
48 49