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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 %
TC
726
Toews Corporation
New Jersey
$638K +$638K +11,900 New
WAM
727
Weatherly Asset Management
California
$636K – – –
CSIC
728
Clifford Swan Investment Counsel
California
$634K – – –
BPC
729
Banque Pictet & Cie
Switzerland
$632K +$632K +11,792 New
PNAA
730
Pictet North America Advisors
Switzerland
$632K +$632K +11,792 New
BTNA
731
Bremer Trust National Association
Minnesota
$631K +$43.7K +814 +7%
LW
732
Linscomb Wealth
Texas
$629K +$119K +2,221 +23%
MCM
733
McMillion Capital Management
North Carolina
$628K -$394K -7,350 -39%
AL
734
Aspiriant LLC
California
$625K -$72.6K -1,713 -10%
HIC
735
Holderness Investments Company
North Carolina
$625K -$27.9K -520 -4%
BIG
736
Bellwether Investment Group
Tennessee
$621K +$621K +11,588 New
BBNB
737
Baker Boyer National Bank
Washington
$618K – – –
DCM
738
Donaldson Capital Management
Indiana
$612K +$20.5K +382 +3%
SW
739
SVB Wealth
Massachusetts
$611K +$14.4K +269 +2%
PWLP
740
Prio Wealth Limited Partnership
Massachusetts
$603K – – –
GSBTD
741
Glenview State Bank Trust Department
Illinois
$603K +$108K +2,005 +22%
MGIA
742
Moneta Group Investment Advisors
Missouri
$603K +$136K +2,540 +29%
BC
743
Brinker Capital
Pennsylvania
$601K +$52.2K +973 +10%
SSWM
744
Sheets Smith Wealth Management
North Carolina
$591K -$21.4K -399 -3%
SGCA
745
Steel Grove Capital Advisors
Tennessee
$590K -$10.7K -200 -2%
CA
746
Cornerstone Advisors
North Carolina
$585K +$585K +10,900 New
WF
747
Welch & Forbes
Massachusetts
$584K – – –
BAC
748
Boys Arnold & Co
North Carolina
$572K +$572K +10,665 New
PAM
749
Premier Asset Management
Illinois
$571K -$14.7K -275 -3%
SACTSONJ
750
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$570K – – –
28 29
30
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