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Southern Company
SO

1,273 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, 517 increasing their positions, 455 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $267M | Put options by funds: $180M

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

14% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 455

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.07B)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1.31% more ownership

Funds ownership: 57.87% → 59.18% (+1.3%)

0% more funds holding

Funds holding: 1,268 → 1,273 (+5)

Holders
1,273
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
90
Increased
517
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
N
Nuveen
North Carolina
+$233M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$147M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$86.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$66.6M
5
CC
Carlson Capital
Texas
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
1176
Lucia Wealth Services
California
$50K – – –
FIB
1177
First Interstate Bank
Montana
$49K -$12.3K -230 -21%
WC
1178
Whitnell & Co
Illinois
$49K – – –
EWM
1179
Executive Wealth Management
Michigan
$47K -$13.3K -248 -23%
EIP
1180
Ellis Investment Partners
Pennsylvania
$47K +$46.5K +868 New
WWM
1181
Willingdon Wealth Management
North Carolina
$45K – – –
CAC
1182
Certified Advisory Corp
Florida
$44K +$161 +3 +0.4%
FMTCOCP
1183
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
FCMT
1184
Founders Capital Management (Texas)
Texas
$39K – – –
GSWM
1185
Golden State Wealth Management
California
$39K +$7.01K +131 +22%
LC
1186
Lindbrook Capital
California
$38K – – –
AssetMark Inc
1187
AssetMark Inc
California
$37K +$375 +7 +1%
DWM
1188
Destination Wealth Management
California
$36K -$21.6K -404 -38%
BRC
1189
Bell Rock Capital
Delaware
$36K +$214 +4 +0.6%
QCIG
1190
Quad-Cities Investment Group
Iowa
$34K – – –
CIA
1191
Cascade Investment Advisors
Oregon
$33.2K – – –
CAL
1192
Capital Advisors Ltd
Ohio
$33K +$21.4K +400 +200%
POIA
1193
Pin Oak Investment Advisors
Texas
$31K -$107K -2,000 -78%
EWM
1194
Endurance Wealth Management
Rhode Island
$30K – – –
SMFS
1195
Squar Milner Financial Services
California
$30K – – –
TF
1196
Tompkins Financial
New York
$30K – – –
PFGIA
1197
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$910 -17 -3%
SL
1198
Salomon & Ludwin
Virginia
$29K +$27.8K +519 New
SIAP
1199
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K – – –
YWP
1200
YorkBridge Wealth Partners
New York
$28K – – –
46 47
48
49 50

SO Hedge Fund Activity: Q2 2019 in Review

1,273 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2019, worth a combined $34B — up 9.9% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SO positions and 65 closed out — a net gain of 25 holders — while 517 added to existing stakes and 455 trimmed.

The largest buyer was Nuveen, adding an estimated $233M. The largest seller was Franklin Resources, cutting an estimated $154M.

  • 1,273 institutional investors held Southern Company (SO) as of Q2 2019, up from 1,268 in Q1 2019.
  • Funds reported $34B of Southern Company stock for Q2 2019, up 9.9% quarter-over-quarter.
  • 90 funds opened new Southern Company positions in Q2 2019 and 65 closed out, a net change of +25 holders.
  • The largest Southern Company buyer in Q2 2019 was Nuveen, an estimated $233M added.
  • The largest Southern Company seller in Q2 2019 was Franklin Resources, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2019.