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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 %
CT
701
Chicago Trust
Illinois
$718K +$17.4K +325 +2%
FNBOMD
702
First National Bank of Mount Dora
Florida
$708K -$10.7K -200 -1%
ICAS
703
Investors Capital Advisory Services
Massachusetts
$706K -$2.19K -41 -0.3%
PFS
704
Physicians Financial Services
North Carolina
$705K – – –
CCP
705
Clarkston Capital Partners
Michigan
$701K +$701K +13,080 New
PJSIMP
706
P.J. Schmidt Investment Management (PJS)
Wisconsin
$697K +$13.4K +250 +2%
ATC
707
Argent Trust Co
Tennessee
$696K -$27.6K -514 -4%
SC
708
Savant Capital
Illinois
$693K +$1.82K +34 +0.3%
LOAME
709
Lombard Odier Asset Management (Europe)
United Kingdom
$693K +$693K +12,914 New
CM
710
Cornerstone Management
Georgia
$691K +$54 +1 +0%
ANI
711
American National Insurance
Texas
$685K – – –
Mirae Asset Global Investments
712
Mirae Asset Global Investments
South Korea
$684K -$530K -9,889 -44%
FIM
713
Freedom Investment Management
Connecticut
$684K -$142K -2,646 -17%
CGT
714
Capital Guardian Trust
California
$679K +$33.5K +625 +5%
AP
715
Appleton Partners
Massachusetts
$678K +$7.72K +144 +1%
VFS
716
VSR Financial Services
Kansas
$676K -$175K -3,253 -21%
MCMT
717
Moon Capital Management (Tennessee)
Tennessee
$674K +$9.65K +180 +1%
SFG
718
SevenBridge Financial Group
Pennsylvania
$674K +$674K +12,559 New
SCM
719
Shelton Capital Management
Colorado
$669K +$66K +1,230 +11%
TC
720
Telemus Capital
Michigan
$663K +$46.3K +863 +8%
JWS
721
Juncture Wealth Strategies
Arizona
$660K -$10.7K -200 -2%
MIM
722
Marco Investment Management
Georgia
$659K -$5.36K -100 -0.8%
GS
723
GAM Systematic
United Kingdom
$654K +$258K +4,812 +65%
RCAMU
724
Rothschild & Co Asset Management US
Connecticut
$647K +$125K +2,322 +24%
MAM
725
Mizuho Asset Management
Japan
$638K +$314K +5,861 +97%
27 28
29
30 31