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Southern Company
SO

Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
State Street
Massachusetts
+$172M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$98.3M
4
Norges Bank
Norges Bank
Norway
+$90.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$76.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$439M
2
SAC
Smith Affiliated Capital
New York
-$255M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$102M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$63.8M
5
Millennium Management
Millennium Management
New York
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$5.21M +$103K +2,000 +2%
CB
277
Commerce Bank
Missouri
$5.1M -$61.2K -1,184 -1%
WIC
278
Woodmont Investment Counsel
Tennessee
$5.01M -$895K -17,303 -15%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$5.01M +$919K +17,762 +22%
O
280
OppenheimerFunds
New York
$4.94M +$77.3K +1,497 +2%
CBOA
281
Commonwealth Bank of Australia
Australia
$4.91M -$578K -11,166 -11%
CTC
282
Central Trust Company
Missouri
$4.89M +$127K +2,464 +3%
LS
283
Livforsakringsbolaget Skandia
Sweden
$4.88M – – –
WAM
284
World Asset Management
Michigan
$4.81M -$467K -9,024 -9%
NB
285
Norinchukin Bank
Japan
$4.8M +$232K +4,476 +5%
HIM
286
Hanlon Investment Management
New Jersey
$4.78M +$524K +10,130 +12%
Janus Henderson Group
287
Janus Henderson Group
United Kingdom
$4.77M +$880K +17,016 +23%
TH
288
TCTC Holdings
Texas
$4.77M -$228K -4,400 -5%
VHAM
289
Van Hulzen Asset Management
California
$4.76M +$99K +1,914 +2%
OIM
290
Opus Investment Management
Massachusetts
$4.71M – – –
RAM
291
RWC Asset Management
United Kingdom
$4.7M – – –
BCM
292
Birmingham Capital Management
Alabama
$4.62M -$94.9K -1,834 -2%
FNFDCM
293
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.61M +$48.6K +940 +1%
DADC
294
D.A. Davidson & Co
Montana
$4.58M +$13.3K +258 +0.3%
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$4.57M -$75.2K -1,454 -2%
SAM
296
Securian Asset Management
Minnesota
$4.55M +$56.5K +1,093 +1%
ERIM
297
Eagle Ridge Investment Management
Connecticut
$4.51M +$284K +5,490 +7%
FNT
298
First National Trust
Pennsylvania
$4.5M -$218K -4,217 -5%
NEAM
299
New England Asset Management
Connecticut
$4.46M -$499K -9,644 -10%
WC
300
Whitney & Co
New York
$4.43M +$73.2K +1,415 +2%
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