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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
+$173M
2
Morgan Stanley
Morgan Stanley
New York
+$149M
3
Capital International Investors
Capital International Investors
California
+$145M
4
BFA
BlackRock Fund Advisors
California
+$118M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$113M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$599M
2
H
Hexavest
Quebec, Canada
-$171M
3
Renaissance Technologies
Renaissance Technologies
New York
-$133M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$88.2M
5
RCM
Riverhead Capital Management
Delaware
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
301
Braun Stacey Associates
New York
$5.02M -$5.67M -105,679 -53%
WIC
302
Woodmont Investment Counsel
Tennessee
$5M -$193K -3,591 -4%
CAM
303
Capstone Asset Management
Texas
$4.92M -$6.18M -115,275 -56%
SAM
304
Securian Asset Management
Minnesota
$4.9M +$178K +3,322 +4%
OIM
305
Opus Investment Management
Massachusetts
$4.88M – – –
ERIM
306
Eagle Ridge Investment Management
Connecticut
$4.83M +$157K +2,931 +3%
DADC
307
D.A. Davidson & Co
Montana
$4.83M +$83.1K +1,549 +2%
TH
308
TCTC Holdings
Texas
$4.8M -$151K -2,813 -3%
BCM
309
Birmingham Capital Management
Alabama
$4.79M +$8.37K +156 +0.2%
FNFDCM
310
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.73M -$52.6K -980 -1%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$4.69M -$52K -970 -1%
GW
312
GW & Wade
Massachusetts
$4.68M +$209K +3,899 +5%
FNT
313
First National Trust
Pennsylvania
$4.67M +$9.12K +170 +0.2%
PAG
314
Private Advisor Group
New Jersey
$4.63M +$1.27M +23,355 +38%
WC
315
Whitney & Co
New York
$4.59M -$2.68K -50 -0.1%
NEAM
316
New England Asset Management
Connecticut
$4.57M -$59K -1,100 -1%
BG
317
Bollard Group
Massachusetts
$4.48M +$46.8K +872 +1%
AMG
318
Advisors Management Group
Wisconsin
$4.46M -$24.6K -458 -0.5%
TNB
319
Thomasville National Bank
Georgia
$4.41M +$148K +2,754 +3%
FA
320
Financial Advantage
Maryland
$4.36M +$2.95K +55 +0.1%
PDN
321
Pensionfund DSM Netherlands
Netherlands
$4.29M – – –
KRS
322
Kentucky Retirement Systems
Kentucky
$4.28M -$217K -4,052 -5%
PAM
323
Panagora Asset Management
Massachusetts
$4.23M -$252K -4,700 -6%
FCM
324
Forester Capital Management
Illinois
$4.19M +$21.5K +400 +0.5%
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$4.08M -$8.04K -150 -0.2%
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