Visium Asset Management’s Southern Company SO Stock Holding History

Visium Asset 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 Q1	–	Sell	-21,908	Closed	-$1.02M	–	612
2015 Q4	$1.02M	Buy	+21,908	New	+$993K	0.02%	457
2015 Q3	–	Sell	-9,267	Closed	-$388K	–	1154
2015 Q2	$388K	Sell	9,267 -2,433	-21%	-$106K	0.01%	722
2015 Q1	$518K	Sell	11,700 -851	-7%	-$40.4K	0.01%	684
2014 Q4	$617K	Buy	12,551 +2,450	+24%	+$116K	0.01%	645
2014 Q3	$441K	Sell	10,101 -1,522	-13%	-$66.9K	0.01%	800
2014 Q2	$527K	Sell	11,623 -12,219	-51%	-$540K	0.01%	704
2014 Q1	$1.05M	Buy	23,842 +18,533	+349%	+$777K	0.02%	468
2013 Q4	$218K	Sell	5,309 -8,991	-63%	-$371K	﹤0.01%	787
2013 Q3	$589K	Buy	14,300 +8,692	+155%	+$374K	0.01%	512
2013 Q2	$248K	Buy	+5,608	New	+$258K	0.01%	609

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Visium Asset Management's SO Position: Q1 2016 in Review

Visium Asset Management sold out of Southern Company (SO) in Q1 2016, closing a stake of 21,908 shares — an estimated $1.02M sold.

Visium Asset Management first reported a position in SO in Q2 2013 and held it in 10 quarters. The position peaked at $1.05M in Q1 2014. 1,124 funds tracked by Wall St. Rank hold SO as of Q1 2016.

Visium Asset Management reported no remaining Southern Company position as of Q1 2016 after selling out during the quarter.
Visium Asset Management sold 21,908 Southern Company shares in Q1 2016, an estimated $1.02M.
Visium Asset Management first reported a position in Southern Company in Q2 2013 and held it in 10 quarters.
Visium Asset Management's Southern Company position peaked at $1.05M in Q1 2014.
1,124 funds tracked by Wall St. Rank held Southern Company as of Q1 2016.

Based on Visium Asset Management's 13F filing for Q1 2016, filed 16 May 2016.