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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
Capstone Investment Advisors
1226
Capstone Investment Advisors
New York
$15K +$14.3K +267 New
ME
1227
McIlrath & Eck
Washington
$14K – – –
SFSIG
1228
San Francisco Sentry Investment Group
California
$14K – – –
RWA
1229
Redhawk Wealth Advisors
Minnesota
$14K +$13.2K +247 New
IF
1230
Ironwood Financial
Arizona
$13K -$54 -1 -0.4%
LPWM
1231
Lake Point Wealth Management
Texas
$13K – – –
TF
1232
TimeScale Financial
Massachusetts
$13K +$12.8K +240 New
HCM
1233
Highlander Capital Management
New Jersey
$12K -$5.35K -100 -31%
WCG
1234
Weaver Consulting Group
California
$11K -$40.5K -756 -79%
CFN
1235
Cordasco Financial Network
Florida
$11K – – –
MCA
1236
Mercer Capital Advisers
New Jersey
$11K – – –
RTC
1237
Riverview Trust Company
Washington
$11K – – –
TFGT
1238
TS Financial Group (TSFG)
Illinois
$11K – – –
FRA
1239
Front Row Advisors
California
$10K – – –
PGAM
1240
Princeton Global Asset Management
New Jersey
$10K – – –
CQS
1241
Credential Qtrade Securities
$9.12K +$8.83K +165 New
PK
1242
Pflug Koory
Nebraska
$9K – – –
EWA
1243
Evolution Wealth Advisors
Florida
$9K +$8.24K +154 New
PWP
1244
Personal Wealth Partners
Minnesota
$9K +$8.78K +164 New
PO
1245
Private Ocean
California
$8K -$18.3K -342 -68%
TCM
1246
TD Capital Management
Tennessee
$8K – – –
CB
1247
CNB Bank
Pennsylvania
$7K – – –
TVWM
1248
Tower View Wealth Management
Wisconsin
$7K +$107 +2 +2%
ACA
1249
Atlas Capital Advisors
Wyoming
$6.36K +$6.16K +115 New
CYG
1250
Clean Yield Group
Vermont
$6K – – –
48 49
50
51 52

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.