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Southern Company
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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 %
PCA
401
Personal Capital Advisors
California
$2.65M +$463K +8,946 +21%
SFG
402
SNS Financial Group
Minnesota
$2.64M +$966K +18,679 +58%
FA
403
FDx Advisors
Illinois
$2.63M +$240K +4,649 +10%
BG
404
Bahl & Gaynor
Ohio
$2.62M -$20.7K -400 -0.8%
VAM
405
Visionary Asset Management
Texas
$2.62M +$2.62M +50,679 New
TC
406
Trust Company
Kansas
$2.6M +$12.1K +233 +0.5%
PWW
407
Pettyjohn Wood & White
Virginia
$2.6M +$38.8K +750 +2%
WFG
408
Wills Financial Group
Virginia
$2.54M +$11.4K +220 +0.5%
NI
409
Nepsis Inc
Minnesota
$2.53M -$707K -13,662 -22%
BW
410
Bison Wealth
Georgia
$2.49M -$812K -15,692 -25%
PSUF
411
People's United Financial
Connecticut
$2.48M -$112K -2,168 -4%
NIPH
412
NN Investment Partners Holdings
Netherlands
$2.48M +$2.48M +47,952 New
WSTAM
413
Wilbanks Smith & Thomas Asset Management
Virginia
$2.46M -$4.66K -90 -0.2%
MM
414
Midas Management
New York
$2.46M – – –
NB
415
NBT Bank
New York
$2.45M -$80.7K -1,560 -3%
CCC
416
Chelsea Counsel Company
California
$2.42M – – –
Neuberger Berman Group
417
Neuberger Berman Group
New York
$2.41M +$724 +14 +0%
JPMPWA
418
J.P. Morgan Private Wealth Advisors
California
$2.41M +$276K +5,339 +13%
TB
419
Terril Brothers
Missouri
$2.39M – – –
SEI Investments
420
SEI Investments
Pennsylvania
$2.38M +$388K +7,495 +20%
RIL
421
Rothschild Investment LLC
Illinois
$2.35M – – –
FAM
422
Foothills Asset Management
Arizona
$2.35M +$2.35M +45,375 New
CCM
423
Catawba Capital Management
Virginia
$2.34M -$5.95K -115 -0.3%
KIA
424
KCM Investment Advisors
California
$2.32M -$198K -3,825 -8%
MBTD
425
Mechanics Bank - Trust Department
California
$2.31M +$357K +6,900 +18%
15 16
17
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