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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 %
FM
1301
Family Management
New York
– -$303K -6,893 Closed
WG
1302
Winton Group
United Kingdom
– -$287K -6,527 Closed
TST
1303
Tech Square Trading
Massachusetts
– -$279K -6,362 Closed
AWM
1304
Affinity Wealth Management
Delaware
– -$250K -5,683 Closed
DDC
1305
DF Dent & Co
Maryland
– -$237K -5,399 Closed
FNBSF
1306
First National Bank Sioux Falls
South Dakota
– -$235K -5,362 Closed
SHWM
1307
Smith & Howard Wealth Management
Georgia
– -$234K -5,333 Closed
BIA
1308
Bigelow Investment Advisors
Maine
– -$231K -5,257 Closed
NICM
1309
Neo Ivy Capital Management
New York
– -$225K -5,132 Closed
Verition Fund Management
1310
Verition Fund Management
Connecticut
– -$222K -5,045 Closed
Koshinski Asset Management
1311
Koshinski Asset Management
Illinois
– -$219K -4,991 Closed
Group One Trading
1312
Group One Trading
Illinois
– -$215K -4,892 Closed
TC
1313
Telemus Capital
Michigan
– -$205K -4,663 Closed
VEA
1314
Virtus ETF Advisers
New York
– -$161K -3,666 Closed
LNB
1315
Ledyard National Bank
– -$156K -3,545 Closed
PVH
1316
Psagot Value Holdings
Israel
– -$92K -2,100 Closed
PG
1317
Patten Group
Tennessee
– -$90K -2,053 Closed
BOPW
1318
Brandywine Oak Private Wealth
Pennsylvania
– -$83K -1,892 Closed
WDL
1319
Well Done LLC
Michigan
– -$73K -1,673 Closed
CC
1320
Claybrook Capital
Massachusetts
– -$73K -1,673 Closed
ECM
1321
EII Capital Management
New York
– -$70K -1,589 Closed
CT
1322
Clearstead Trust
Maine
– -$52K -1,174 Closed
RWA
1323
River Wealth Advisors
Pennsylvania
– -$49K -1,119 Closed
TWMP
1324
Taylor Wealth Management Partners
Massachusetts
– -$36K -810 Closed
RCG
1325
Ruggie Capital Group
Florida
– -$35K -787 Closed
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