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Southern Company
SO

1,268 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, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $318M | Put options by funds: $132M

94% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 72

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

20% more capital invested

Capital invested by funds: $25.8B → $30.9B (+$5.1B)

14% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 438

5% more funds holding

Funds holding: 1,213 → 1,268 (+55)

0.58% more ownership

Funds ownership: 57.29% → 57.87% (+0.58%)

Holders
1,268
Holders Change
+55
Holders Change %
+4.53%
% of All Funds
27.45%
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
438
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$193M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$89.9M
5
State Street
State Street
Massachusetts
+$87.7M

Top Sellers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
-$184M
2
Morgan Stanley
Morgan Stanley
New York
-$124M
3
EIP
Epoch Investment Partners
New York
-$108M
4
CBOA
Commonwealth Bank of Australia
Australia
-$98M
5
ZP
Zimmer Partners
New York
-$84.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1326
Ruggie Capital Group
Florida
– -$35K -787 Closed
CA
1327
Crewe Advisors
Utah
– -$31K -700 Closed
PA
1328
Perennial Advisors
New York
– -$30K -680 Closed
WANY
1329
Wealthspire Advisors (New York)
New York
– -$25K -573 Closed
FFW
1330
Fusion Family Wealth
New York
– -$25K -572 Closed
MWA
1331
Meridian Wealth Advisors
Texas
– -$22K -500 Closed
SFA
1332
Spectrum Financial Alliance
Kentucky
– -$17K -400 Closed
HT
1333
Heritage Trust
Oklahoma
– -$16K -375 Closed
WAM
1334
Wolverine Asset Management
Illinois
– -$12K -292 Closed
GWA
1335
Guidant Wealth Advisors
Illinois
– -$8K -200 Closed
FTI
1336
Fiduciary Trust International
Massachusetts
– -$8K -184 Closed
W
1337
WealthOne
New York
– -$5K -117 Closed
1832 Asset Management
1338
1832 Asset Management
Ontario, Canada
– -$3K -64 Closed
MIM
1339
Macroview Investment Management
Maryland
– -$2K -42 Closed
TFA
1340
Transamerica Financial Advisors
Florida
– -$1K -15 Closed
TAF
1341
Tredje AP-fonden
Sweden
– +$49 +1 New
50 51 52 53
54

SO Hedge Fund Activity: Q1 2019 in Review

1,268 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2019, worth a combined $30.9B — up 20% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SO positions and 72 closed out — a net gain of 68 holders — while 498 added to existing stakes and 438 trimmed.

The largest buyer was Vanguard Group, adding an estimated $193M. The largest seller was Nordea Investment Management, cutting an estimated $184M.

  • 1,268 institutional investors held Southern Company (SO) as of Q1 2019, up from 1,213 in Q4 2018.
  • Funds reported $30.9B of Southern Company stock for Q1 2019, up 20% quarter-over-quarter.
  • 140 funds opened new Southern Company positions in Q1 2019 and 72 closed out, a net change of +68 holders.
  • The largest Southern Company buyer in Q1 2019 was Vanguard Group, an estimated $193M added.
  • The largest Southern Company seller in Q1 2019 was Nordea Investment Management, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2019.