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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 %
SIG
751
Schaller Investment Group
North Carolina
$566K – – –
BCM
752
Bienville Capital Management
New York
$565K +$215K +4,012 +61%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$564K +$9.44K +176 +2%
ECM
754
Element Capital Management
New York
$559K -$116K -2,163 -17%
Cetera Investment Advisers
755
Cetera Investment Advisers
Illinois
$559K +$12.8K +238 +2%
LCM
756
Liberty Capital Management
Michigan
$552K +$552K +10,300 New
BO
757
Bank OZK
Arkansas
$550K -$16.4K -306 -3%
TCM
758
Texan Capital Management
Texas
$549K – – –
BRWA
759
B. Riley Wealth Advisors
Florida
$547K -$16.8K -312 -3%
CTA
760
Chesley Taft & Associates
Illinois
$546K +$9.38K +175 +2%
FC
761
Forte Capital
New York
$544K -$1.88K -35 -0.3%
MAM
762
Mastrapasqua Asset Management
Tennessee
$542K +$72.1K +1,345 +15%
AP
763
AHL Partners
United Kingdom
$540K -$147K -2,734 -21%
CWP
764
Capital Wealth Planning
Florida
$536K -$1.39M -25,865 -72%
MWVC
765
Morgens Waterfall Vintiadis & Co
New York
$536K +$536K +10,000 New
PPSG
766
Princeton Portfolio Strategies Group
New Jersey
$534K -$18.8K -350 -3%
PL
767
Parkwood LLC
Ohio
$533K -$92.2K -1,718 -15%
KL
768
Kinsight LLC
Alabama
$528K +$14K +261 +3%
OPCM
769
Osborne Partners Capital Management
California
$524K -$301K -5,620 -37%
BBHC
770
Brown Brothers Harriman & Co
New York
$523K +$10.4K +194 +2%
PIM
771
Penobscot Investment Management
Massachusetts
$522K – – –
BBI
772
Baxter Bros Inc
Connecticut
$518K +$518K +9,650 New
PAM
773
Palisade Asset Management
Minnesota
$516K -$96.6K -1,800 -16%
HVIA
774
Hudson Valley Investment Advisors
New York
$516K -$85.2K -1,587 -14%
WB
775
Webster Bank
Connecticut
$516K +$516K +9,617 New
29 30
31
32 33