Moore Capital Management’s Southern Company SO Stock Holding History

Moore Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,771	Closed	-$245K	–	275
2016 Q3	$245K	Sell	4,771 -2,728	-36%	-$144K	0.01%	221
2016 Q2	$402K	Buy	+7,499	New	+$377K	0.02%	196
2015 Q4	–	Sell	-135,261	Closed	-$6.05M	–	355
2015 Q3	$6.05M	Buy	135,261 +16,100	+14%	+$706K	0.28%	115
2015 Q2	$4.99M	Buy	+119,161	New	+$5.19M	0.11%	195

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moore Capital Management's SO Position: Q4 2016 in Review

Moore Capital Management sold out of Southern Company (SO) in Q4 2016, closing a stake of 4,771 shares — an estimated $245K sold.

Moore Capital Management first reported a position in SO in Q2 2015 and held it in 4 quarters. The position peaked at $6.05M in Q3 2015. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

Moore Capital Management reported no remaining Southern Company position as of Q4 2016 after selling out during the quarter.
Moore Capital Management sold 4,771 Southern Company shares in Q4 2016, an estimated $245K.
Moore Capital Management first reported a position in Southern Company in Q2 2015 and held it in 4 quarters.
Moore Capital Management's Southern Company position peaked at $6.05M in Q3 2015.
1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on Moore Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.