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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 %
BA
501
Bristlecone Advisors
Washington
$1.76M +$255K +4,750 +17%
HH
502
Hilltop Holdings
Texas
$1.75M +$148K +2,760 +9%
DWA
503
Douglass Winthrop Advisors
New York
$1.74M -$51K -951 -3%
LSV Asset Management
504
LSV Asset Management
Illinois
$1.74M – – –
ANRIA
505
American National Registered Investment Advisor
Texas
$1.74M – – –
MSR
506
Main Street Research
Connecticut
$1.73M – – –
BFM
507
Boston Financial Management
Massachusetts
$1.72M +$262K +4,893 +18%
ONB
508
Old National Bancorp
Indiana
$1.71M -$63.7K -1,187 -4%
CC
509
Cipher Capital
New York
$1.7M -$101K -1,889 -6%
LTI
510
Laffer Tengler Investments
Tennessee
$1.69M +$1.69M +31,564 New
SC
511
SouthState Corp
Florida
$1.69M +$12.7K +237 +0.8%
GIA
512
GHP Investment Advisors
Colorado
$1.69M +$14K +261 +0.8%
BA
513
Bennicas & Associates
California
$1.67M – – –
MNBTD
514
Moody National Bank Trust Division
Texas
$1.66M – – –
LPL Financial
515
LPL Financial
California
$1.65M -$49.1M -910,568 -97%
Voloridge Investment Management
516
Voloridge Investment Management
Florida
$1.64M -$24.7M -459,936 -94%
REMPR
517
Roof Eidam Maycock Peralta (REMP)
California
$1.63M +$1.27M +23,595 +346%
LWAC
518
Laurel Wealth Advisors (California)
California
$1.62M +$590 +11 +0%
CO
519
Caldwell & Orkin
Georgia
$1.62M -$3.84M -71,655 -70%
TCM
520
Telos Capital Management
California
$1.6M -$18K -336 -1%
MERSOM
521
Municipal Employees' Retirement System of Michigan
Michigan
$1.59M +$87.4K +1,630 +6%
ACP
522
Aviance Capital Partners
Florida
$1.59M -$172K -3,212 -10%
MCM
523
Murphy Capital Management
New Jersey
$1.58M -$188K -3,500 -11%
WA
524
Waverly Advisors
Alabama
$1.57M +$434K +8,085 +38%
SWP
525
Stratos Wealth Partners
Ohio
$1.57M +$88.4K +1,648 +6%
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