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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 %
SFA
676
Staton Financial Advisors
North Carolina
$802K -$92.5K -1,725 -10%
GG
677
Gofen & Glossberg
Illinois
$802K +$24K +447 +3%
CC
678
Cadinha & Co
Hawaii
$794K – – –
SCCM
679
Schafer Cullen Capital Management
New York
$794K – – –
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$787K -$87.3K -1,628 -10%
DSC
681
Duncker Streett & Co
Missouri
$785K +$14.3K +267 +2%
NC
682
NewSquare Capital
Pennsylvania
$785K +$147K +2,745 +23%
ACM
683
Argyle Capital Management
Pennsylvania
$783K – – –
MA
684
Montag & Associates
Georgia
$780K +$102K +1,907 +15%
SM
685
Seminole Management
New York
$778K +$778K +14,500 New
HSA
686
HBK Sorce Advisory
Pennsylvania
$768K +$37K +690 +5%
NFA
687
Nuveen Fund Advisors
Illinois
$766K +$766K +14,276 New
SI
688
SII Investments
Wisconsin
$762K +$146K +2,745 +24%
MLIC
689
Mandatum Life Insurance Company
Finland
$757K +$118K +2,209 +19%
AFWA
690
Ancora Family Wealth Advisors
Ohio
$751K +$24.1K +450 +3%
FFBTD
691
First Financial Bank - Trust Division
Ohio
$750K – – –
BIC
692
Bridges Investment Counsel
Nebraska
$744K -$48.3K -900 -6%
CCM
693
Cadence Capital Management
Massachusetts
$741K -$1.17M -21,895 -61%
BC
694
Burney Company
Virginia
$734K +$161 +3 +0%
SSB
695
Sandy Spring Bank
Maryland
$730K -$43.4K -798 -6%
SBSB
696
Sullivan, Bruyette, Speros & Blaney
Virginia
$729K +$729K +13,598 New
MC
697
Middleton & Co
Massachusetts
$725K -$23.4K -437 -3%
BBA
698
BLB&B Advisors
Pennsylvania
$724K +$12.5K +235 +2%
FWM
699
Focused Wealth Management
New York
$724K +$267K +4,971 +58%
CIM
700
CIM Investment Management
Pennsylvania
$718K -$32.7K -610 -4%
26 27
28
29 30