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Southern Company
SO

1,273 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, 517 increasing their positions, 455 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $267M | Put options by funds: $180M

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

14% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 455

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.07B)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1.31% more ownership

Funds ownership: 57.87% → 59.18% (+1.3%)

0% more funds holding

Funds holding: 1,268 → 1,273 (+5)

Holders
1,273
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
90
Increased
517
Reduced
455
Closed
65
Calls
$267M
Puts
$180M
Net Calls
+$86.5M
Net Calls Change
-$99.4M

Top Buyers

1
N
Nuveen
North Carolina
+$233M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$147M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$94.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$86.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$66.6M
5
CC
Carlson Capital
Texas
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1301
Barry Investment Advisors
Massachusetts
– -$324K -6,270 Closed
NAM
1302
North American Management
Massachusetts
– -$264K -5,100 Closed
BAM
1303
Bruderman Asset Management
New York
– -$251K -4,850 Closed
ST
1304
Spinnaker Trust
Maine
– -$241K -4,671 Closed
EWF
1305
Epstein & White Financial
California
– -$224K -4,184 Closed
BS
1306
Boenning & Scattergood
Pennsylvania
– -$216K -4,172 Closed
SLWS
1307
Swaine & Leidel Wealth Services
Florida
– -$214K -4,143 Closed
TC
1308
TownSquare Capital
Utah
– -$211K -4,077 Closed
RVPG
1309
Relative Value Partners Group
– -$210K -4,063 Closed
MGIA
1310
Moneta Group Investment Advisors
Missouri
– -$197K -3,812 Closed
AIC
1311
Ameritas Investment Company
Nebraska
– -$193K -3,726 Closed
CFA
1312
Camarda Financial Advisors
Florida
– -$176K -3,400 Closed
WCM
1313
WealthBridge Capital Management
Ohio
– -$176K -3,355 Closed
PHK
1314
Point72 Hong Kong
Hong Kong
– -$161K -3,118 Closed
CAM
1315
Cresset Asset Management
Illinois
– -$106K -2,048 Closed
IWP
1316
Icon Wealth Partners
Texas
– -$101K -1,960 Closed
NWM
1317
Northwest Wealth Management
Iowa
– -$77K -1,486 Closed
AIA
1318
Alera Investment Advisors
Illinois
– -$71K -1,368 Closed
PGWM
1319
Parisi Gray Wealth Management
New Jersey
– -$59K -1,144 Closed
LC
1320
Lavaca Capital
Texas
– -$56K -1,092 Closed
OFW
1321
Omnia Family Wealth
Florida
– -$55K -1,066 Closed
CHP
1322
Cable Hill Partners
Oregon
– -$50K -976 Closed
BWA
1323
BDO Wealth Advisors
Florida
– -$47K -911 Closed
PCA
1324
Peddock Capital Advisors
Massachusetts
– -$44K -850 Closed
AA
1325
Advisory Alpha
Michigan
– -$42.9K -819 Closed
50 51 52
53
54

SO Hedge Fund Activity: Q2 2019 in Review

1,273 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2019, worth a combined $34B — up 9.9% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SO positions and 65 closed out — a net gain of 25 holders — while 517 added to existing stakes and 455 trimmed.

The largest buyer was Nuveen, adding an estimated $233M. The largest seller was Franklin Resources, cutting an estimated $154M.

  • 1,273 institutional investors held Southern Company (SO) as of Q2 2019, up from 1,268 in Q1 2019.
  • Funds reported $34B of Southern Company stock for Q2 2019, up 9.9% quarter-over-quarter.
  • 90 funds opened new Southern Company positions in Q2 2019 and 65 closed out, a net change of +25 holders.
  • The largest Southern Company buyer in Q2 2019 was Nuveen, an estimated $233M added.
  • The largest Southern Company seller in Q2 2019 was Franklin Resources, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2019.