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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 %
COPPSERS
326
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.03M +$397K +7,407 +11%
Janus Henderson Group
327
Janus Henderson Group
United Kingdom
$4.01M -$938K -17,486 -19%
CA
328
Cullinan Associates
Kentucky
$3.97M -$67K -1,250 -2%
WB
329
WesBanco Bank
West Virginia
$3.93M -$85.8K -1,600 -2%
BIA
330
Biondo Investment Advisors
Pennsylvania
$3.88M +$186K +3,465 +5%
SIG
331
Sky Investment Group
Connecticut
$3.83M -$21.6K -403 -0.6%
DRS
332
Deane Retirement Strategies
Louisiana
$3.81M -$57.2K -1,066 -1%
SIM
333
Sentry Investment Management
Wisconsin
$3.81M – – –
Neuberger Berman Group
334
Neuberger Berman Group
New York
$3.79M +$1.29M +23,984 +51%
EAM
335
Eagle Asset Management
Florida
$3.78M – – –
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$3.74M +$52K +969 +1%
BF
337
BOK Financial
Oklahoma
$3.73M +$184K +3,422 +5%
Citadel Advisors
338
Citadel Advisors
Florida
$3.73M +$3.43M +63,918 +1,153%
BCM
339
Brookmont Capital Management
Texas
$3.71M -$807K -15,054 -18%
OI
340
Oakbrook Investments
Illinois
$3.66M +$646K +12,050 +21%
CI
341
Conning Inc
Connecticut
$3.61M -$775K -14,450 -18%
HB
342
Homrich & Berg
Georgia
$3.61M -$62.8K -1,170 -2%
FB
343
Fulton Bank
Pennsylvania
$3.55M +$133K +2,483 +4%
DC
344
Davenport & Co
Virginia
$3.55M -$156K -2,909 -4%
I
345
IberiaBank
Louisiana
$3.54M -$499K -9,305 -12%
Teacher Retirement System of Texas
346
Teacher Retirement System of Texas
Texas
$3.5M -$10.8M -201,386 -76%
PA
347
Pinnacle Associates
New York
$3.5M +$31.5K +588 +0.9%
OCM
348
Orleans Capital Management
Louisiana
$3.49M -$42K -784 -1%
M
349
MOTCO
Texas
$3.47M -$95.3K -1,776 -3%
FA
350
FDx Advisors
Illinois
$3.46M +$728K +13,572 +27%
12 13
14
15 16