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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 %
CAM
526
Columbia Asset Management
Michigan
$1.55M -$56.8K -1,058 -4%
Squarepoint
527
Squarepoint
New York
$1.54M +$1.54M +28,748 New
NIPH
528
NN Investment Partners Holdings
Netherlands
$1.52M -$1.05M -19,548 -41%
PFM
529
PacWest Financial Management
Arizona
$1.52M +$161K +3,000 +12%
JWBC
530
J.W. Burns & Co
New York
$1.52M -$13.4K -249 -0.9%
WA
531
WFG Advisors
Texas
$1.52M +$90.6K +1,689 +6%
BCP
532
Berkeley Capital Partners
Georgia
$1.49M +$42.4K +791 +3%
FUBT
533
First United Bank & Trust
Maryland
$1.49M +$15K +280 +1%
RA
534
Rational Advisors
New York
$1.48M – – –
IC
535
Investment Counsel
Michigan
$1.47M -$53.6K -1,000 -4%
NAM
536
NTV Asset Management
West Virginia
$1.46M +$13.6K +253 +0.9%
MCM
537
McRae Capital Management
New Jersey
$1.45M -$273K -5,100 -16%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$1.45M +$180K +3,358 +14%
NRS
539
Neville Rodie & Shaw
New York
$1.44M – – –
SYBT
540
Stock Yards Bank & Trust
Kentucky
$1.43M -$43K -801 -3%
Mariner
541
Mariner
Kansas
$1.41M +$102K +1,899 +8%
GLA
542
Great Lakes Advisors
Illinois
$1.41M +$49.9K +931 +4%
ASN
543
Advisory Services Network
Georgia
$1.41M +$119K +2,211 +9%
WWM
544
Willingdon Wealth Management
North Carolina
$1.41M -$2.19M -40,764 -61%
SAA
545
Southeast Asset Advisors
Georgia
$1.4M +$5.84K +109 +0.4%
W
546
Wealthfront
California
$1.39M +$23K +429 +2%
SCM
547
Schnieders Capital Management
California
$1.39M +$107K +2,000 +8%
HW
548
Hancock Whitney
Mississippi
$1.38M +$77.2K +1,441 +6%
AIS
549
American Investment Services
Massachusetts
$1.38M -$133K -2,471 -9%
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$1.38M +$250K +4,654 +22%
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