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Southern Company
SO

Overview Fund Activity

1,272 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, 516 increasing their positions, 455 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,272
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.67%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.44%
New
90
Increased
516
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$282M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.87B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.37B
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$184M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$859M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.67B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
4
Citadel Advisors
Citadel Advisors
Florida
$11.9M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1251
Winch Advisory Services
Wisconsin
$5K +$5K +90 New
UB
1252
UMB Bank
Missouri
$4.69K +$158 +2,851 +3%
W
1253
WealthStone
Ohio
$4.26K +$4.26K +77 New
CWA
1254
Clarus Wealth Advisors
Arizona
$4K -$55.7K -1,016 -93%
HIM
1255
Hillsdale Investment Management
Ontario, Canada
$4K – – –
AAP
1256
Arax Advisory Partners
Colorado
$4K +$4K +68 New
MWM
1257
Meridian Wealth Management
Kentucky
$3.02K +$367 +663 +14%
AC
1258
Avestar Capital
New York
$3K – – –
SGAM
1259
Smith Group Asset Management
Texas
$3K – – –
FPFS
1260
First Personal Financial Services
North Carolina
$3K +$3K +51 New
GT
1261
Glenmede Trust
Pennsylvania
$2.75K -$7 -121 -0.2%
MWM
1262
Merriman Wealth Management
Washington
$2.55K +$156 +284 +6%
PWMG
1263
Prestige Wealth Management Group
New Jersey
$2K – – –
HI
1264
Hudock Inc
Pennsylvania
$2K +$39 +1 +2%
Fidelity International
1265
Fidelity International
Bermuda
$2K +$233 +5 +13%
1832 Asset Management
1266
1832 Asset Management
Ontario, Canada
$2K +$2K +31 New
CPIA
1267
Cornell Pochily Investment Advisors
New York
$1.04K +$18 +321 +2%
LFG
1268
Larson Financial Group
Missouri
$1K -$545 -6 -35%
TFA
1269
Transamerica Financial Advisors
Florida
$1K +$1K +11 New
CT
1270
Chicago Trust
Illinois
$758 +$7 +135 +1%
WIM
1271
Westside Investment Management
California
$11 +$11 +214 New
Point72 Asset Management
1272
Point72 Asset Management
Connecticut
– -$94.7M -1,833,215 Closed
CC
1273
Carlson Capital
Texas
– -$34.2M -662,404 Closed
CIM
1274
Castleton Investment Management
Connecticut
– -$15.6M -301,346 Closed
JG
1275
Jefferies Group
New York
– -$10.3M -199,169 Closed
49 50
51
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