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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 %
IFAM
351
Institutional & Family Asset Management
Colorado
$3.44M +$271K +5,051 +9%
RA
352
RFG Advisory
Alabama
$3.42M +$291K +5,419 +9%
LMGAM
353
Liberty Mutual Group Asset Management
Massachusetts
$3.41M +$386K +7,203 +13%
VanEck Associates
354
VanEck Associates
New York
$3.4M +$447K +8,335 +15%
SB
355
Simmons Bank
Arkansas
$3.4M +$332K +6,192 +11%
HPC
356
HM Payson & Co
Maine
$3.39M -$573K -10,678 -14%
VHAM
357
Van Hulzen Asset Management
California
$3.38M -$1.56M -29,038 -32%
PCA
358
Personal Capital Advisors
California
$3.37M +$617K +11,510 +22%
CAN
359
Cetera Advisor Networks
California
$3.35M +$315K +5,872 +10%
OPTFSNA
360
Old Point Trust & Financial Services N A
Virginia
$3.35M +$48.3K +900 +1%
B
361
BancorpSouth
Mississippi
$3.34M -$410K -7,642 -11%
FCI
362
Financial Counselors Inc
Kansas
$3.33M -$547K -10,196 -14%
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$3.3M +$26.8K +500 +0.8%
RWM
364
Rench Wealth Management
Texas
$3.26M +$18.2K +340 +0.6%
MA
365
Marshwinds Advisory
Georgia
$3.26M +$27K +503 +0.8%
TMAM
366
Tokio Marine Asset Management
Japan
$3.25M -$47.1K -879 -1%
CA
367
Cetera Advisors
Colorado
$3.25M +$262K +4,886 +9%
WFMPM
368
Woodley Farra Manion Portfolio Management
Indiana
$3.22M -$6.44K -120 -0.2%
Allianz Asset Management
369
Allianz Asset Management
Germany
$3.21M +$2.04M +37,963 +174%
FNB
370
Farmers National Bank
Kentucky
$3.2M -$72.9K -1,360 -2%
DHFB
371
Dixon Hubard Feinour & Brown
Virginia
$3.19M -$10.5K -195 -0.3%
CG
372
Clinton Group
New York
$3.17M +$3.17M +59,178 New
LIA
373
LS Investment Advisors
Michigan
$3.15M +$254K +4,729 +9%
Jacobs Levy Equity Management
374
Jacobs Levy Equity Management
New Jersey
$3.14M -$134K -2,500 -4%
CIC
375
Carnegie Investment Counsel
Ohio
$3.14M -$52.6K -982 -2%
13 14
15
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