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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 %
NAM
1301
North American Management
Massachusetts
– -$264K -5,100 Closed
BAM
1302
Bruderman Asset Management
New York
– -$251K -4,850 Closed
ST
1303
Spinnaker Trust
Maine
– -$241K -4,671 Closed
EWF
1304
Epstein & White Financial
California
– -$224K -4,184 Closed
BS
1305
Boenning & Scattergood
Pennsylvania
– -$216K -4,172 Closed
SLWS
1306
Swaine & Leidel Wealth Services
Florida
– -$214K -4,143 Closed
TC
1307
TownSquare Capital
Utah
– -$211K -4,077 Closed
RVPG
1308
Relative Value Partners Group
– -$210K -4,063 Closed
MGIA
1309
Moneta Group Investment Advisors
Missouri
– -$197K -3,812 Closed
AIC
1310
Ameritas Investment Company
Nebraska
– -$193K -3,726 Closed
CFA
1311
Camarda Financial Advisors
Florida
– -$176K -3,400 Closed
WCM
1312
WealthBridge Capital Management
Ohio
– -$176K -3,355 Closed
PHK
1313
Point72 Hong Kong
Hong Kong
– -$161K -3,118 Closed
CAM
1314
Cresset Asset Management
Illinois
– -$106K -2,048 Closed
IWP
1315
Icon Wealth Partners
Texas
– -$101K -1,960 Closed
NWM
1316
Northwest Wealth Management
Iowa
– -$77K -1,486 Closed
AIA
1317
Alera Investment Advisors
Illinois
– -$71K -1,368 Closed
PGWM
1318
Parisi Gray Wealth Management
New Jersey
– -$59K -1,144 Closed
LC
1319
Lavaca Capital
Texas
– -$56K -1,092 Closed
OFW
1320
Omnia Family Wealth
Florida
– -$55K -1,066 Closed
CHP
1321
Cable Hill Partners
Oregon
– -$50K -976 Closed
BWA
1322
BDO Wealth Advisors
Florida
– -$47K -911 Closed
PCA
1323
Peddock Capital Advisors
Massachusetts
– -$44K -850 Closed
AA
1324
Advisory Alpha
Michigan
– -$42.9K -819 Closed
MWM
1325
Mascoma Wealth Management
New Hampshire
– -$41K -800 Closed
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