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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 %
PHIMC
626
Private Harbour Investment Management & Counsel
Ohio
$970K -$4.02K -75 -0.4%
SJIC
627
St. James Investment Company
Texas
$969K +$71.9K +1,341 +8%
DAS
628
Dynamic Advisor Solutions
Arizona
$965K -$3.45M -64,363 -78%
WCBA
629
Weaver C. Barksdale & Associates
Tennessee
$959K – – –
LIA
630
LBMC Investment Advisors
Tennessee
$959K +$91.7K +1,709 +11%
Nomura Holdings
631
Nomura Holdings
Japan
$959K +$276K +5,161 +40%
IWM
632
Integrated Wealth Management
California
$954K -$157K -2,925 -14%
ZIC
633
ZWJ Investment Counsel
Georgia
$954K -$31.4K -585 -3%
BFA
634
Benedict Financial Advisors
Georgia
$949K -$2.58K -48 -0.3%
NA
635
NewEdge Advisors
Louisiana
$947K +$947K +17,783 New
EOJOAM
636
E. Ohman J:or Asset Management
Sweden
$944K +$91.2K +1,700 +11%
RB
637
Rodgers Brothers
Pennsylvania
$929K +$45.4K +846 +5%
AI
638
Atria Investments
North Carolina
$929K +$277K +5,204 +42%
FANJ
639
Financial Architects (New Jersey)
New Jersey
$923K +$84.2K +1,569 +10%
FHA
640
First Horizon Advisors
Tennessee
$922K -$60.7K -1,134 -6%
EWM
641
Evercore Wealth Management
New York
$918K +$41.4K +772 +5%
NBC
642
Neuberger Berman Canada
Ontario, Canada
$918K +$357K +6,669 +64%
OIA
643
Optimum Investment Advisors
Illinois
$916K -$197K -3,672 -18%
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$912K – – –
SA
645
SRH Advisors
Kansas
$911K +$4.5K +84 +0.5%
CCM
646
CrestPoint Capital Management
Missouri
$906K +$16.1K +300 +2%
TYCC
647
Texas Yale Capital Corp
Florida
$905K -$36.2K -675 -4%
RCA
648
Rowland Carmichael Advisors
Arizona
$905K +$119K +2,221 +15%
SS
649
Simplicity Solutions
Minnesota
$898K +$90.4K +1,686 +11%
PL
650
Perpetual Ltd
Australia
$886K -$21.4K -400 -2%
24 25
26
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