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Southern Company
SO

Overview Fund Activity

1,317 hedge funds and large institutions have $38.6B invested in Southern Company in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 493 increasing their positions, 491 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+45
Holders Change %
+3.54%
% of All Funds
28.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.66%
New
104
Increased
493
Reduced
491
Closed
53
Calls
$456M
Puts
$224M
Net Calls
+$232M
Net Calls Change
+$145M

Top Buyers

1
BlackRock
BlackRock
New York
$4.48B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.59B
3
Bank of America
Bank of America
North Carolina
$454M
4
ZP
Zimmer Partners
New York
$167M
5
State Street
State Street
Massachusetts
$3.35B

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$418M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$196M
3
Norges Bank
Norges Bank
Norway
$345M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$673M
5
Prudential Financial
Prudential Financial
New Jersey
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1251
Tompkins Financial
New York
$34K – – –
EWM
1252
Endurance Wealth Management
Rhode Island
$33K – – –
BL
1253
Balentine LLC
Georgia
$33K +$5.82K +95 +21%
SL
1254
Salomon & Ludwin
Virginia
$32K – – –
FMB
1255
Field & Main Bank
Kentucky
$31K -$24.8K -400 -44%
SIAP
1256
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K – – –
CT
1257
Clearstead Trust
Maine
$31K – – –
EWM
1258
Edge Wealth Management
New York
$30K – – –
SCA
1259
Stuart Chaussee & Associates
California
$30K – – –
MFT
1260
Moisand Fitzgerald Tamayo
Florida
$29K – – –
GAM
1261
Gemmer Asset Management
California
$28K +$1.24K +20 +5%
IAS
1262
IMA Advisory Services
Colorado
$27K – – –
CI
1263
CX Institutional
Indiana
$27K +$1.34K +22 +5%
FGAM
1264
Financial Gravity Asset Management
Texas
$26K +$1.74K +28 +7%
KWA
1265
KCS Wealth Advisory
California
$25.4K +$25.4K +412 New
AP
1266
Atwood & Palmer
Missouri
$25K – – –
PMFA
1267
Plante Moran Financial Advisors
Michigan
$25K – – –
LWA
1268
Lenox Wealth Advisors
New York
$25K +$25K +412 New
SWP
1269
Strategic Wealth Partners
Ohio
$24.9K +$306 +36 +1%
HCA
1270
Horan Capital Advisors
Ohio
$22K +$22K +350 New
TCM
1271
Tradewinds Capital Management
Washington
$21K – – –
WTC
1272
WhitTier Trust Company
Nevada
$20K – – –
VNA
1273
Valley National Advisers
Pennsylvania
$19K – – –
CA
1274
Centerpoint Advisors
Massachusetts
$19K – – –
PCM
1275
Prelude Capital Management
New York
$19K +$19K +315 New
49 50
51
52 53