SO icon

Southern Company
SO

Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
State Street
Massachusetts
+$172M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$98.3M
4
Norges Bank
Norges Bank
Norway
+$90.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$76.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$439M
2
SAC
Smith Affiliated Capital
New York
-$255M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$102M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$63.8M
5
Millennium Management
Millennium Management
New York
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
726
Congress Asset Management
Massachusetts
$571K -$19.4K -375 -3%
Walleye Trading
727
Walleye Trading
New York
$569K +$569K +11,008 New
BTNA
728
Bremer Trust National Association
Minnesota
$566K +$17.9K +347 +3%
PAM
729
Premier Asset Management
Illinois
$565K +$31K +600 +6%
WF
730
Welch & Forbes
Massachusetts
$563K -$10.3K -200 -2%
WT
731
Washington Trust
Rhode Island
$561K +$20.7K +400 +4%
GCA
732
Greenwood Capital Associates
South Carolina
$555K – – –
SACTSONJ
733
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$550K – – –
BO
734
Bank OZK
Arkansas
$547K -$33.8K -652 -6%
SIG
735
Schaller Investment Group
North Carolina
$546K – – –
BRWA
736
B. Riley Wealth Advisors
Florida
$542K +$66.3K +1,283 +14%
NBC
737
Neuberger Berman Canada
Ontario, Canada
$541K +$541K +10,457 New
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$535K +$38.6K +746 +8%
PPSG
739
Princeton Portfolio Strategies Group
New Jersey
$533K – – –
BC
740
Brinker Capital
Pennsylvania
$529K +$58.2K +1,126 +12%
FC
741
Forte Capital
New York
$527K -$9.06K -175 -2%
BT
742
Beacon Trust
New Jersey
$526K -$5.69K -110 -1%
TCM
743
Texan Capital Management
Texas
$524K -$15.4K -300 -3%
Cetera Investment Advisers
744
Cetera Investment Advisers
Illinois
$524K +$22.2K +431 +4%
CCT
745
Country Club Trust
Missouri
$524K +$54.3K +1,050 +12%
CTA
746
Chesley Taft & Associates
Illinois
$518K – – –
BIM
747
Bridges Investment Management
Nebraska
$514K -$20.8K -402 -4%
PIM
748
Penobscot Investment Management
Massachusetts
$504K -$53.7K -1,038 -10%
RCAMU
749
Rothschild & Co Asset Management US
Connecticut
$504K +$154K +2,974 +44%
KA
750
Kovack Advisors
Florida
$503K +$11.7K +226 +2%
28 29
30
31 32