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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 %
CB
1301
CNB Bank
Pennsylvania
$7K – – –
TVWM
1302
Tower View Wealth Management
Wisconsin
$7K +$58 +1 +0.8%
GT
1303
Glenmede Trust
Pennsylvania
$6.29K +$3.22K +52,138 +105%
BAM
1304
Barrett Asset Management
New York
$6K -$48.3K -805 -89%
CYG
1305
Clean Yield Group
Vermont
$6K – – –
WAS
1306
Winch Advisory Services
Wisconsin
$6K +$66 +1 +1%
VCM
1307
Vigilant Capital Management
Maine
$6K +$6K +100 New
RIA
1308
RPG Investment Advisory
California
$6K +$6K +100 New
UB
1309
UMB Bank
Missouri
$5.69K +$445 +7,210 +8%
AAP
1310
Arax Advisory Partners
Colorado
$4K – – –
HIM
1311
Hillsdale Investment Management
Ontario, Canada
$4K – – –
HI
1312
Hudock Inc
Pennsylvania
$3K – – –
FPFS
1313
First Personal Financial Services
North Carolina
$3K – – –
Fidelity International
1314
Fidelity International
Bermuda
$3K +$566 +10 +23%
EI
1315
Ellevest Inc
New York
$2K -$26.4K -330 -93%
LFG
1316
Larson Financial Group
Missouri
$1K – – –
USAA
1317
United Services Automobile Association
Texas
– -$28M -506,416 Closed
AI
1318
Ariel Investments
Illinois
– -$15.4M -279,387 Closed
WCM
1319
Wedge Capital Management
North Carolina
– -$13.1M -236,791 Closed
LC
1320
LNZ Capital
New York
– -$13M -235,000 Closed
SHA
1321
Shelter Harbor Advisors
Connecticut
– -$11.1M -200,000 Closed
MSV
1322
MN Services Vermogensbeheer
Netherlands
– -$9.78M -176,878 Closed
MSE
1323
MUFG Securities EMEA
United Kingdom
– -$8.42M -152,300 Closed
CBOA
1324
Commonwealth Bank of Australia
Australia
– -$8.4M -152,078 Closed
CC
1325
Cipher Capital
New York
– -$6.2M -112,212 Closed
51 52
53
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