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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 %
JPMPWA
451
J.P. Morgan Private Wealth Advisors
California
$2.17M -$329K -6,123 -13%
TWA
452
Tillar-Wenstrup Advisors
Ohio
$2.17M -$3.27K -61 -0.2%
SLI
453
Sumitomo Life Insurance
Japan
$2.15M -$75.8K -1,413 -3%
MAM
454
Martingale Asset Management
Massachusetts
$2.15M -$901K -16,798 -30%
AL
455
Agran Libbie
California
$2.14M -$64.3K -1,200 -3%
AL
456
AJO LP
Pennsylvania
$2.14M – – –
IH
457
IFC Holdings
Florida
$2.13M -$646 -12 -0%
CIM
458
CenturyLink Investment Management
Colorado
$2.11M +$2.11M +39,348 New
CWM
459
Concert Wealth Management
California
$2.1M +$919K +17,135 +78%
BKA
460
Brick & Kyle Associates
Pennsylvania
$2.1M -$23.5K -438 -1%
FMBTD
461
First Midwest Bank Trust Division
Illinois
$2.09M +$169K +3,156 +9%
SSWM
462
Smith Salley Wealth Management
North Carolina
$2.07M +$217K +4,044 +12%
ACM
463
Alethea Capital Management
Washington
$2.07M +$2.07M +38,564 New
FG
464
Fiduciary Group
Georgia
$2.06M +$21.4K +399 +1%
HPIA
465
Hamilton Point Investment Advisors
North Carolina
$2.06M +$94.6K +1,765 +5%
PCM
466
Parsons Capital Management
Rhode Island
$2.06M +$2.63K +49 +0.1%
PP
467
Paloma Partners
Connecticut
$2.05M +$579K +10,790 +39%
PS
468
Pensionfund Sabic
Netherlands
$2.05M – – –
TFA
469
Transamerica Financial Advisors
Florida
$2.04M +$1.14M +21,203 +127%
KRSITF
470
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.03M -$183K -3,411 -8%
SFWA
471
Summit Financial Wealth Advisors
Louisiana
$2.03M -$34.9K -650 -2%
NGA
472
Naples Global Advisors
Florida
$2.02M -$34.9K -650 -2%
Fiera Capital (Canada)
473
Fiera Capital (Canada)
Quebec, Canada
$1.98M – – –
PFS
474
Prospera Financial Services
Texas
$1.98M +$11.6K +216 +0.6%
TCOV
475
Trust Company of Vermont
Vermont
$1.97M +$103K +1,913 +5%
17 18
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