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Southern Company
SO

Overview Fund Activity

1,149 hedge funds and large institutions have $26B invested in Southern Company in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 494 increasing their positions, 379 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+27
Holders Change %
+2.41%
% of All Funds
30.71%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
86
Increased
494
Reduced
379
Closed
51
Calls
$484M
Puts
$180M
Net Calls
+$303M
Net Calls Change
+$189M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.24B
2
Morgan Stanley
Morgan Stanley
New York
$326M
3
Capital International Investors
Capital International Investors
California
$173M
4
BFA
BlackRock Fund Advisors
California
$1.02B
5
Federated Hermes
Federated Hermes
Pennsylvania
$759M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$17.6M
2
H
Hexavest
Quebec, Canada
$26.4M
3
Renaissance Technologies
Renaissance Technologies
New York
$53.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
RCM
Riverhead Capital Management
Delaware
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
251
Trustmark National Bank Trust Department
Mississippi
$7.11M -$424K -7,912 -6%
LC
252
LNZ Capital
New York
$6.97M -$950K -17,721 -12%
GH
253
GAM Holding
Switzerland
$6.91M +$494K +9,205 +8%
AII
254
AGF Investments Inc
Ontario, Canada
$6.9M +$6.86M +127,971 +18,847%
IRF
255
IBM Retirement Fund
New York
$6.81M +$255K +4,611 +4%
FBNAT
256
FirstMerit Bank N.A. Trustee
Ohio
$6.79M -$102K -1,895 -1%
MSA
257
Mason Street Advisors
Wisconsin
$6.78M +$259K +4,825 +4%
O
258
OppenheimerFunds
New York
$6.76M +$1.63M +30,420 +32%
GXMC
259
Global X Management Company
New York
$6.72M +$835K +15,562 +14%
UIM
260
USS Investment Management
United Kingdom
$6.67M – – –
ATN
261
AMF Tjänstepension
Sweden
$6.63M +$6.63M +123,615 New
SEI Investments
262
SEI Investments
Pennsylvania
$6.61M +$4.15M +77,379 +169%
BFA
263
Bragg Financial Advisors
North Carolina
$6.51M +$190K +3,535 +3%
PNC
264
Park National Corp
Ohio
$6.44M -$260K -4,846 -4%
ABC
265
Associated Banc-Corp
Wisconsin
$6.36M -$28.3K -527 -0.4%
LIC
266
Lodestar Investment Counsel
Illinois
$6.34M -$42.9K -800 -0.7%
NIA
267
Northstar Investment Advisors
Colorado
$6.33M -$97.1K -1,811 -2%
AMIM
268
Aull & Monroe Investment Management
Alabama
$6.33M -$94.3K -1,759 -1%
PA
269
Profund Advisors
Maryland
$6.26M +$191K +3,568 +3%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$6.24M -$172K -3,200 -3%
BRCM
271
Bright Rock Capital Management
Massachusetts
$6.19M +$268K +5,000 +5%
CAM
272
Carret Asset Management
New York
$6.15M -$67K -1,250 -1%
ACI
273
Alpha Cubed Investments
California
$6.12M -$231K -4,310 -4%
HIM
274
Hanlon Investment Management
New Jersey
$6.12M +$1.16M +21,658 +23%
BOH
275
Bank of Hawaii
Hawaii
$6.05M -$273K -5,088 -4%
9 10
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