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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
CT
1201
Clearstead Trust
Maine
$28K +$26.9K +503 New
EWM
1202
Edge Wealth Management
New York
$27K – – –
SCA
1203
Stuart Chaussee & Associates
California
$27K – – –
MFT
1204
Moisand Fitzgerald Tamayo
Florida
$26K -$8.03K -150 -24%
BL
1205
Balentine LLC
Georgia
$25K +$6.69K +125 +39%
KFA
1206
Krane Funds Advisors
New York
$25K +$24.4K +455 New
RA
1207
Rational Advisors
New York
$24K -$2.2M -41,015 -99%
GAM
1208
Gemmer Asset Management
California
$24K -$13.4K -250 -37%
IAS
1209
IMA Advisory Services
Colorado
$24K – – –
CI
1210
CX Institutional
Indiana
$23K -$164K -3,060 -88%
HIIFS
1211
Harel Insurance Investments & Financial Services
Israel
$23K +$1.23K +23 +6%
FGAM
1212
Financial Gravity Asset Management
Texas
$22K -$2.84K -53 -12%
AP
1213
Atwood & Palmer
Missouri
$22K – – –
GIC
1214
Gantzert Investment Company
Illinois
$22K – – –
PMFA
1215
Plante Moran Financial Advisors
Michigan
$22K – – –
BCI
1216
Brinker Capital Investments
Pennsylvania
$21K -$29.6K -553 -59%
GWS
1217
Glassman Wealth Services
Virginia
$21K +$214 +4 +1%
CIR
1218
Clear Investment Research
Georgia
$21K +$20.1K +375 +3,125%
EI
1219
Ellevest Inc
New York
$20K +$10.5K +196 +123%
TCM
1220
Tradewinds Capital Management
Washington
$19K – – –
WTC
1221
WhitTier Trust Company
Nevada
$18K – – –
MWC
1222
MBM Wealth Consultants
Missouri
$18K +$17.8K +333 New
CA
1223
Centerpoint Advisors
Massachusetts
$17K – – –
VNA
1224
Valley National Advisers
Pennsylvania
$17K – – –
VEA
1225
Virtus ETF Advisers
New York
$15K +$14.2K +266 New
47 48
49
50 51

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.