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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 %
PAG
351
Private Advisor Group
New Jersey
$3.2M -$451K -8,698 -12%
OPTFSNA
352
Old Point Trust & Financial Services N A
Virginia
$3.18M +$424K +8,200 +15%
TMAM
353
Tokio Marine Asset Management
Japan
$3.18M +$536K +10,369 +20%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$3.16M -$135K -2,600 -4%
Jacobs Levy Equity Management
355
Jacobs Levy Equity Management
New Jersey
$3.16M +$3.16M +61,030 New
FNB
356
Farmers National Bank
Kentucky
$3.16M +$26.6K +514 +0.8%
DCM
357
Dupont Capital Management
Delaware
$3.15M -$705K -13,627 -18%
RWM
358
Rench Wealth Management
Texas
$3.13M -$42.2K -815 -1%
GL
359
GLG LLC
New York
$3.13M -$491K -9,491 -14%
MA
360
Marshwinds Advisory
Georgia
$3.12M -$209K -4,037 -6%
WFMPM
361
Woodley Farra Manion Portfolio Management
Indiana
$3.11M +$388K +7,500 +14%
CIC
362
Carnegie Investment Counsel
Ohio
$3.08M +$19.4K +375 +0.6%
BUB
363
BBVA USA Bancshares
Texas
$3.07M -$797K -15,398 -21%
EFS
364
Essex Financial Services
Connecticut
$3.07M -$82.7K -1,599 -3%
AIS
365
Accurate Investment Solutions
Pennsylvania
$3.06M +$235K +4,550 +8%
RA
366
RFG Advisory
Alabama
$3.02M -$1.24M -24,004 -29%
SG Americas Securities
367
SG Americas Securities
New York
$3.01M -$28.9M -558,114 -91%
PAM
368
Peninsula Asset Management
Florida
$3M -$4.4K -85 -0.1%
PFP
369
Pinnacle Financial Partners
Tennessee
$2.99M +$129K +2,486 +4%
DHFB
370
Dixon Hubard Feinour & Brown
Virginia
$2.99M +$82.7K +1,650 +3%
SB
371
Simmons Bank
Arkansas
$2.96M +$2.96M +57,121 New
ERSOT
372
Employees Retirement System of Texas
Texas
$2.95M – – –
MAM
373
Martingale Asset Management
Massachusetts
$2.94M -$766K -14,799 -21%
CAN
374
Cetera Advisor Networks
California
$2.93M -$30.6K -592 -1%
LMGAM
375
Liberty Mutual Group Asset Management
Massachusetts
$2.92M +$160K +3,088 +6%
13 14
15
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