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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 %
MM
426
Midas Management
New York
$2.55M – – –
NB
427
NBT Bank
New York
$2.55M +$4.83K +90 +0.2%
ECM
428
ETrade Capital Management
Virginia
$2.48M +$1M +18,702 +68%
TB
429
Terril Brothers
Missouri
$2.47M – – –
TF
430
Tompkins Financial
New York
$2.47M +$133K +2,489 +6%
KIA
431
KCM Investment Advisors
California
$2.41M +$1.88K +35 +0.1%
WRHAM
432
W.R. Huff Asset Management
Florida
$2.41M +$436K +8,130 +22%
FAM
433
Foothills Asset Management
Arizona
$2.41M -$26.3K -490 -1%
GJIC
434
Gamble Jones Investment Counsel
California
$2.39M +$912 +17 +0%
CCM
435
Catawba Capital Management
Virginia
$2.36M -$60.4K -1,127 -2%
BW
436
Bison Wealth
Georgia
$2.33M -$256K -4,764 -10%
William Blair & Company
437
William Blair & Company
Illinois
$2.32M +$158K +2,945 +7%
MDCM
438
Morgan Dempsey Capital Management
Wisconsin
$2.32M +$499K +9,296 +27%
UB
439
UMB Bank
Missouri
$2.32M -$4.16M -77,625 -64%
GIP
440
Greatmark Investment Partners
Georgia
$2.32M – – –
CFB
441
Cullen/Frost Bankers
Texas
$2.31M -$502K -9,363 -18%
AB
442
Amalgamated Bank
New York
$2.31M +$607K +11,596 +36%
BCCM
443
Bridge Creek Capital Management
Massachusetts
$2.31M -$30.3K -565 -1%
AIP
444
ARS Investment Partners
New York
$2.29M -$82.6K -1,540 -3%
MCM
445
Maryland Capital Management
Maryland
$2.28M +$30.8K +575 +1%
AAC
446
Asset Advisors Corp
Georgia
$2.28M -$1.34K -25 -0.1%
MJRIC
447
Mogy Joel R Investment Counsel
California
$2.25M – – –
AssetMark Inc
448
AssetMark Inc
California
$2.22M -$6.01K -112 -0.3%
NPC
449
National Planning Corporation
California
$2.18M +$28.9K +542 +1%
KT
450
Kanaly Trust
Texas
$2.17M +$83.2K +1,551 +4%
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