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Southern Company
SO

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 %
TCM
501
Telos Capital Management
California
$1.56M -$18.5K -357 -1%
CAM
502
Columbia Asset Management
Michigan
$1.55M +$74.2K +1,435 +5%
HH
503
Hilltop Holdings
Texas
$1.54M -$111K -2,153 -7%
ACM
504
Avalon Capital Management
California
$1.54M +$1.54M +29,721 New
Brown Advisory
505
Brown Advisory
Maryland
$1.52M +$492K +9,522 +48%
SAM
506
Symphony Asset Management
California
$1.5M +$305K +5,904 +26%
SLG
507
Stanley-Laman Group
Pennsylvania
$1.49M -$2.97M -57,415 -67%
JWBC
508
J.W. Burns & Co
New York
$1.48M +$45.3K +875 +3%
IC
509
Investment Counsel
Michigan
$1.47M +$189K +3,650 +15%
AIS
510
American Investment Services
Massachusetts
$1.46M – – –
MERSOM
511
Municipal Employees' Retirement System of Michigan
Michigan
$1.45M +$38.3K +740 +3%
BA
512
Bristlecone Advisors
Washington
$1.45M +$1.05M +20,209 +257%
SAMNY
513
Samsung Asset Management (New York)
New York
$1.44M -$138K -2,660 -9%
SAM
514
Sequent Asset Management
Texas
$1.44M -$122K -2,360 -8%
1IA
515
1834 Investment Advisors
Wisconsin
$1.44M -$167K -3,224 -10%
SWP
516
Stratos Wealth Partners
Ohio
$1.43M -$460K -8,889 -24%
RA
517
Rational Advisors
New York
$1.43M +$1.43M +27,600 New
ECM
518
ETrade Capital Management
Virginia
$1.43M +$473K +9,140 +50%
FUBT
519
First United Bank & Trust
Maryland
$1.42M +$90K +1,740 +7%
SYBT
520
Stock Yards Bank & Trust
Kentucky
$1.42M -$4.5K -87 -0.3%
PP
521
Paloma Partners
Connecticut
$1.42M +$1.42M +27,435 New
OC
522
Oakworth Capital
Alabama
$1.41M +$44.4K +858 +3%
BFM
523
Boston Financial Management
Massachusetts
$1.4M -$22.6K -436 -2%
BCP
524
Berkeley Capital Partners
Georgia
$1.4M +$407K +7,866 +41%
NAM
525
NTV Asset Management
West Virginia
$1.39M +$26K +503 +2%
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