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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 %
JIC
601
Johnson Investment Counsel
Ohio
$1.05M +$7.94K +148 +0.8%
LNC
602
Lincoln National Corp
Pennsylvania
$1.05M +$21.2K +396 +2%
DIP
603
DT Investment Partners
Pennsylvania
$1.05M +$212K +3,945 +25%
BFEC
604
Benjamin F. Edwards & Company
Missouri
$1.05M -$36.5K -680 -3%
FTC
605
Farmers Trust Company
Ohio
$1.04M +$67.1K +1,251 +7%
Pacer Advisors
606
Pacer Advisors
Pennsylvania
$1.04M +$123K +2,295 +13%
EHWM
607
Eads & Heald Wealth Management
Georgia
$1.04M -$37.6K -700 -3%
FT
608
Fiduciary Trust
Massachusetts
$1.03M +$912 +17 +0.1%
AF
609
Aldebaran Financial
$1.03M – – –
DAM
610
Delta Asset Management
Tennessee
$1.02M – – –
SAM
611
SignalPoint Asset Management
Missouri
$1.02M -$17.5K -327 -2%
CCM
612
Cohen Capital Management
California
$1.02M – – –
Bank of Nova Scotia
613
Bank of Nova Scotia
Ontario, Canada
$1.01M +$86.4K +1,610 +9%
AT
614
Argent Trust
Texas
$1.01M +$17.1K +319 +2%
PP
615
Palladium Partners
Virginia
$1M -$127K -2,367 -11%
RCAG
616
Rehmann Capital Advisory Group
Michigan
$1M +$320K +5,973 +47%
BA
617
Boston Advisors
Massachusetts
$1M -$30.2K -563 -3%
CT
618
Coastline Trust
Rhode Island
$1M -$1.07K -20 -0.1%
OWD
619
Osborn Williams & Donohoe
Ohio
$998K – – –
AIP
620
Ameritas Investment Partners
Nebraska
$997K +$83.1K +1,550 +9%
PTC
621
Private Trust Company
Ohio
$987K +$180K +3,353 +22%
BMO
622
Beck Mack & Oliver
New York
$983K – – –
BFC
623
Blue Fin Capital
Rhode Island
$981K +$18.8K +350 +2%
MAM
624
Meeder Asset Management
Ohio
$979K +$202K +3,757 +26%
ST
625
Somerset Trust
Pennsylvania
$971K +$35.4K +661 +4%
23 24
25
26 27