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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 %
Twin Tree Management
1276
Twin Tree Management
Texas
– -$2.84M -64,575 Closed
QC
1277
Quadrature Capital
United Kingdom
– -$1.87M -42,596 Closed
DTL
1278
Dynamic Technology Lab
Singapore
– -$1.42M -32,214 Closed
APFBOT
1279
Amica Pension Fund Board of Trustees
Rhode Island
– -$1.27M -28,981 Closed
OAMU
1280
Ostrum Asset Management US
New York
– -$1.14M -26,014 Closed
AC
1281
Argentiere Capital
Switzerland
– -$1.04M -23,775 Closed
SGCA
1282
Steel Grove Capital Advisors
Tennessee
– -$1.04M -23,769 Closed
JIR
1283
James Investment Research
Ohio
– -$1.03M -23,400 Closed
TC
1284
Toews Corporation
New Jersey
– -$1.01M -23,000 Closed
AIS
1285
American Investment Services
Massachusetts
– -$976K -22,228 Closed
BHC
1286
Bowen Hanes & Co
Florida
– -$791K -18,000 Closed
GP
1287
Greenline Partners
New York
– -$722K -16,679 Closed
ZCM
1288
Zebra Capital Management
Connecticut
– -$674K -15,337 Closed
IA
1289
Icon Advisers
Colorado
– -$668K -15,200 Closed
MWVC
1290
Morgens Waterfall Vintiadis & Co
New York
– -$615K -14,000 Closed
Teacher Retirement System of Texas
1291
Teacher Retirement System of Texas
Texas
– -$609K -13,868 Closed
WIM
1292
Waverton Investment Management
United Kingdom
– -$420K -13,647 Closed
AWM
1293
Alterna Wealth Management
Texas
– -$483K -10,085 Closed
FNBOMD
1294
First National Bank of Mount Dora
Florida
– -$410K -9,335 Closed
IP
1295
Isthmus Partners
Wisconsin
– -$387K -8,821 Closed
SCCM
1296
Schafer Cullen Capital Management
New York
– -$365K -8,305 Closed
GCP
1297
GSA Capital Partners
United Kingdom
– -$346K -7,880 Closed
Capital Fund Management (CFM)
1298
Capital Fund Management (CFM)
France
– -$315K -7,161 Closed
CCIA
1299
Campbell & Co Investment Adviser
Maryland
– -$344K -7,066 Closed
PP
1300
Paloma Partners
Connecticut
– -$303K -6,905 Closed
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