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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 %
BB
376
Bell Bank
North Dakota
$3.11M +$206K +3,835 +7%
DL
377
Delta Lloyd
Netherlands
$3.11M -$321K -5,994 -9%
CCT
378
Chemung Canal Trust
New York
$3.11M -$333K -6,213 -10%
OC
379
Oppenheimer & Co
New York
$3.1M -$577K -10,764 -16%
Susquehanna International Group
380
Susquehanna International Group
Pennsylvania
$3.09M -$10.9M -204,000 -78%
VFA
381
Voya Financial Advisors
Connecticut
$3.08M +$1.03M +19,722 +50%
EFS
382
Essex Financial Services
Connecticut
$3.08M -$101K -1,878 -3%
B
383
Barings
North Carolina
$3.08M +$987K +18,400 +47%
AWM
384
Arbor Wealth Management
Florida
$3.07M +$192K +3,572 +7%
AIS
385
Accurate Investment Solutions
Pennsylvania
$3.07M -$103K -1,921 -3%
SBWIC
386
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.06M +$95.2K +1,775 +3%
PMG
387
ProVise Management Group
Florida
$3.06M +$253K +4,718 +9%
PAM
388
Peninsula Asset Management
Florida
$3.05M -$67.3K -1,256 -2%
PTCG
389
Pring Turner Capital Group
California
$3.01M -$4.02K -75 -0.1%
NIMI
390
Natixis Investment Managers International
France
$3M +$1.06M +19,799 +55%
PP
391
Prudential plc
United Kingdom
$2.99M – – –
JWM
392
Jackson Wealth Management
Florida
$2.99M +$34.6K +646 +1%
TL
393
Tirschwell & Loewy
New York
$2.96M -$37.5K -700 -1%
MYAM
394
Meiji Yasuda Asset Management
Japan
$2.94M +$1.97M +36,810 +204%
PFP
395
Pinnacle Financial Partners
Tennessee
$2.93M -$171K -3,183 -6%
ICOA
396
Investment Centers of America
North Dakota
$2.93M -$430K -8,036 -13%
WBC
397
Westpac Banking Corp
Australia
$2.92M +$870K +16,230 +42%
MWAC
398
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.92M +$33.2K +619 +1%
BCP
399
Blue Chip Partners
Michigan
$2.9M +$7.83K +146 +0.3%
SFG
400
SNS Financial Group
Minnesota
$2.9M +$161K +3,006 +6%
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