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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
+$204M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$94.7M
5
State Street
State Street
Massachusetts
+$92.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$194M
2
Morgan Stanley
Morgan Stanley
New York
-$131M
3
EIP
Epoch Investment Partners
New York
-$108M
4
CBOA
Commonwealth Bank of Australia
Australia
-$103M
5
ZP
Zimmer Partners
New York
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
351
Nepsis Inc
Minnesota
$3.03M +$157K +3,036 +5%
RA
352
RFG Advisory
Alabama
$2.99M -$2.19M -42,455 -42%
LTI
353
Laffer Tengler Investments
Tennessee
$2.99M – – –
CAI
354
Capital Advisors Inc
Oklahoma
$2.98M -$9.55M -184,824 -76%
BB
355
Bell Bank
North Dakota
$2.97M -$169K -3,278 -5%
FNT
356
First National Trust
Pennsylvania
$2.95M -$263K -5,093 -8%
CA
357
Cornerstone Advisors
North Carolina
$2.95M – – –
BCM
358
Brookstone Capital Management
Illinois
$2.93M +$177K +3,418 +6%
BF
359
BOK Financial
Oklahoma
$2.92M -$5.74K -111 -0.2%
MC
360
Moors & Cabot
Massachusetts
$2.91M -$42.8K -826 -1%
HW
361
Hancock Whitney
Mississippi
$2.85M +$2.04M +39,387 +249%
NGA
362
Naples Global Advisors
Florida
$2.85M -$4.96K -96 -0.2%
VAG
363
VisionPoint Advisory Group
Texas
$2.84M +$78.1K +1,512 +3%
WIC
364
Willis Investment Counsel
Georgia
$2.83M -$793K -63,384 -22%
ED
365
Exane Derivatives
France
$2.83M +$2.83M +54,759 New
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$2.82M +$31K +600 +1%
S
367
SignatureFD
Georgia
$2.81M +$366K +7,073 +15%
GAM
368
Gotham Asset Management
New York
$2.81M -$12.8M -248,052 -82%
FNFDCM
369
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.81M -$69.9K -1,353 -2%
SIM
370
Sentry Investment Management
Wisconsin
$2.8M -$569K -11,013 -17%
Mariner
371
Mariner
Kansas
$2.77M +$572K +11,073 +26%
ECM
372
ETrade Capital Management
Virginia
$2.76M +$400K +7,731 +17%
CHC
373
City Holding Co
West Virginia
$2.74M +$213K +4,120 +8%
OSIA
374
O'Shares Investment Advisers
Massachusetts
$2.73M +$79.8K +1,544 +3%
IA
375
IFG Advisory
Georgia
$2.71M +$69K +1,335 +3%
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15
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