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Southern Company
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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
$4.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.14B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$667M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$94.7M
5
State Street
State Street
Massachusetts
$2.66B

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$6.74M
2
Morgan Stanley
Morgan Stanley
New York
$163M
3
EIP
Epoch Investment Partners
New York
$0
4
CBOA
Commonwealth Bank of Australia
Australia
$7.6M
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
1226
AGF Investments LLC
Ontario, Canada
$14K -$2.71M -54,167 -99%
ME
1227
McIlrath & Eck
Washington
$14K – – –
LPWM
1228
Lake Point Wealth Management
Texas
$13K -$524K -9,314 -98%
SFSIG
1229
San Francisco Sentry Investment Group
California
$13K – – –
SCM
1230
Shelton Capital Management
Colorado
$12.9K -$198K -10,249 -94%
FC
1231
Ferris Capital
Massachusetts
$12K -$5.13K -100 -30%
IF
1232
Ironwood Financial
Arizona
$12K – – –
LHC
1233
Little House Capital
Massachusetts
$12K +$12K +240 New
CAL
1234
Capital Advisors Ltd
Ohio
$10K – – –
CFN
1235
Cordasco Financial Network
Florida
$10K – – –
LYV
1236
Live Your Vision
Pennsylvania
$10K – – –
MCA
1237
Mercer Capital Advisers
New Jersey
$10K – – –
RTC
1238
Riverview Trust Company
Washington
$10K +$10K +194 New
TFGT
1239
TS Financial Group (TSFG)
Illinois
$10K +$10K +200 New
MSFP
1240
Mark Sheptoff Financial Planning
Connecticut
$10K +$10K +200 New
PK
1241
Pflug Koory
Nebraska
$9K – – –
FRA
1242
Front Row Advisors
California
$9K – – –
NIM
1243
NuWave Investment Management
New Jersey
$9K +$6.68K +124 +288%
PGAM
1244
Princeton Global Asset Management
New Jersey
$9K +$9K +187 New
TCM
1245
TD Capital Management
Tennessee
$8K – – –
EI
1246
Ellevest Inc
New York
$8K +$8K +159 New
VCM
1247
Vigilant Capital Management
Maine
$7K -$30.1K -551 -81%
PWM
1248
PRW Wealth Management
Massachusetts
$7K – – –
TVWM
1249
Tower View Wealth Management
Wisconsin
$6K +$51 +1 +0.9%
CB
1250
CNB Bank
Pennsylvania
$6K +$6K +118 New
48 49
50
51 52