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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
$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 %
BFG
1251
Beacon Financial Group
Texas
$5.88K -$415 -8,035 -7%
CYG
1252
Clean Yield Group
Vermont
$5K – – –
MCM
1253
MV Capital Management
Maryland
$5K – – –
IDBONY
1254
Israel Discount Bank of New York
New York
$5K – – –
HIM
1255
Hillsdale Investment Management
Ontario, Canada
$4K +$571 +10 +17%
AC
1256
Avestar Capital
New York
$3K – – –
SGAM
1257
Smith Group Asset Management
Texas
$3K – – –
GT
1258
Glenmede Trust
Pennsylvania
$2.58K -$77 -1,495 -3%
PWMG
1259
Prestige Wealth Management Group
New Jersey
$2K -$6.26K -119 -76%
Fidelity International
1260
Fidelity International
Bermuda
$2K +$1.63K +31 +443%
HI
1261
Hudock Inc
Pennsylvania
$2K +$2K +50 New
CIR
1262
Clear Investment Research
Georgia
$1K – – –
LFG
1263
Larson Financial Group
Missouri
$1K – – –
BEI
1264
Benjamin Edwards Inc
Missouri
$1K +$1K +20 New
MAM
1265
Meeder Asset Management
Ohio
$1K +$1K +27 New
CT
1266
Chicago Trust
Illinois
$701 -$14 -270 -2%
ACA
1267
Anchor Capital Advisors
Massachusetts
$258 – – –
EIP
1268
Epoch Investment Partners
New York
– -$108M -2,468,571 Closed
ZP
1269
Zimmer Partners
New York
– -$84.5M -1,925,000 Closed
SCM
1270
Stevens Capital Management
Pennsylvania
– -$21.5M -488,521 Closed
ECM
1271
Element Capital Management
New York
– -$10.8M -244,853 Closed
MSE
1272
MUFG Securities EMEA
United Kingdom
– -$10.1M -229,000 Closed
Two Sigma Investments
1273
Two Sigma Investments
New York
– -$8.8M -200,401 Closed
Nomura Holdings
1274
Nomura Holdings
Japan
– -$5.23M -118,902 Closed
XK
1275
Xact Kapitalforvaltning
Sweden
– -$3.89M -88,477 Closed
49 50
51
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