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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 %
SBH
651
Segall Bryant & Hamill
Illinois
$886K +$21.5K +400 +2%
IEFM
652
IQ EQ Fund Management
Ireland
$884K -$178K -3,108 -17%
HIMC
653
Heritage Investors Management Corp
Maryland
$883K +$57.8K +1,077 +7%
AWA
654
ARS Wealth Advisors
Florida
$882K +$9.71K +181 +1%
SJIM
655
St. Johns Investment Management
Florida
$878K +$1.82K +34 +0.2%
FDS
656
First Dallas Securities
Texas
$875K +$38.3K +715 +5%
ATC
657
Adirondack Trust Company
New York
$872K -$13.9K -260 -2%
FNBOO
658
First National Bank of Omaha
Nebraska
$871K – – –
WSC
659
Wellington Shields & Co
New York
$871K +$2.58K +48 +0.3%
SHCM
660
Stokes & Hubbell Capital Management
Louisiana
$870K -$51.9K -967 -6%
SC
661
Stralem & Co
New York
$863K – – –
SAMNY
662
Samsung Asset Management (New York)
New York
$858K -$640K -11,920 -43%
RWA
663
Ropes Wealth Advisors
Massachusetts
$858K -$107K -2,000 -11%
ISB
664
Iowa State Bank
Iowa
$858K +$219K +4,085 +34%
LA
665
Lynch & Associates
Indiana
$853K +$10.7K +200 +1%
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
$849K +$147K +2,751 +21%
Bessemer Group
667
Bessemer Group
New Jersey
$847K +$7.08K +132 +0.8%
FNBT
668
FineMark National Bank & Trust
Florida
$830K +$123K +2,293 +17%
ADBIC
669
A.D. Beadell Investment Counsel
Wisconsin
$826K -$136K -2,543 -14%
AW
670
ACG Wealth
Georgia
$818K -$26.7K -498 -3%
CFG
671
Citizens Financial Group
Rhode Island
$814K -$16.1K -300 -2%
PIA
672
Peachtree Investment Advisors
Georgia
$814K – – –
RMA
673
Roffman Miller Associates
Pennsylvania
$813K -$8.05K -150 -1%
KA
674
Kovack Advisors
Florida
$810K +$288K +5,365 +55%
SMC
675
Smith, Moore & Co
Missouri
$808K -$376K -7,012 -32%
25 26
27
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