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Southern Company
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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 %
DIA
151
Davidson Investment Advisors
Montana
$14.1M +$140K +2,715 +1%
NPF
152
Norris Perne & French
Michigan
$14M +$4.9M +94,884 +54%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$14M +$1.49M +28,803 +12%
TNB
154
Thomasville National Bank
Georgia
$13.7M +$403K +7,807 +3%
MSL
155
Mackay Shields LLC
New York
$13.7M +$2.49M +48,129 +22%
GHA
156
GW Henssler & Associates
Georgia
$13.6M +$523K +10,119 +4%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$13.4M -$401K -7,764 -3%
Millennium Management
158
Millennium Management
New York
$13M +$12.6M +243,387 +2,894%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$13M +$1.8M +34,851 +16%
NB
160
Norinchukin Bank
Japan
$13M +$429K +8,293 +3%
NPA
161
Nichols & Pratt Advisers
Massachusetts
$12.9M -$25.3K -490 -0.2%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$12.8M +$598K +11,578 +5%
BG
163
Bollard Group
Massachusetts
$12.8M +$1.2M +23,180 +10%
SAM
164
Shell Asset Management
Netherlands
$12.7M -$3.44M -66,573 -21%
MAM
165
Martingale Asset Management
Massachusetts
$12.5M +$11.3M +219,224 +931%
HIMCH
166
Hartford Investment Management Co (HIMCO)
Connecticut
$12.5M +$4.88M +94,431 +64%
PI
167
Putnam Investments
Massachusetts
$12.4M +$4.99M +96,488 +67%
WCM
168
Wedge Capital Management
North Carolina
$12.4M -$738K -14,286 -6%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$65.1K +1,260 +0.5%
Creative Planning
170
Creative Planning
Kansas
$12.2M +$304K +5,885 +3%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$12.2M +$2.86M +55,316 +31%
SDIC
172
South Dakota Investment Council
South Dakota
$12M +$3.11M +60,270 +35%
FMLI
173
Fukoku Mutual Life Insurance
Japan
$11.9M -$46.5K -900 -0.4%
FFIC
174
First Fiduciary Investment Counsel
Ohio
$11.9M -$190K -3,680 -2%
GFPC
175
Global Financial Private Capital
Florida
$11.5M +$1.07M +20,744 +10%
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