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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 %
FI
776
FormulaFolio Investments
Michigan
$461K +$189K +3,657 +70%
CAM
777
Cypress Asset Management
Texas
$459K -$6.46K -125 -1%
KFC
778
Klingenstein Fields & Co
New York
$459K – – –
TTWM
779
TCV Trust & Wealth Management
Virginia
$459K – – –
AUB
780
Atlantic Union Bankshares
Virginia
$458K +$23K +445 +5%
SAM
781
Silvercrest Asset Management
New York
$457K – – –
IB
782
Intrust Bank
Kansas
$454K -$5.9K -114 -1%
SCM
783
Salem Capital Management
Massachusetts
$453K – – –
UF
784
Univest Financial
Pennsylvania
$453K +$36.7K +709 +9%
MAM
785
Mastrapasqua Asset Management
Tennessee
$453K +$453K +8,760 New
JIP
786
Jaffetilchin Investment Partners
Florida
$450K +$450K +8,700 New
MGIA
787
Moneta Group Investment Advisors
Missouri
$450K +$450K +8,702 New
CT
788
Cambridge Trust
Massachusetts
$449K -$70K -1,355 -13%
CCM
789
Chilton Capital Management
Texas
$448K +$8.78K +170 +2%
FWM
790
Focused Wealth Management
New York
$441K +$297K +5,733 +205%
HAM
791
Highstreet Asset Management
Ontario, Canada
$440K -$271K -5,246 -38%
MAA
792
Mraz Amerine & Associates
California
$438K – – –
First Manhattan
793
First Manhattan
New York
$434K -$64.6K -1,250 -13%
SL
794
Summitry LLC
California
$432K -$222K -4,300 -34%
CB
795
Community Bank
New York
$432K +$2.95K +57 +0.7%
FWM
796
Frontier Wealth Management
Missouri
$431K – – –
NI
797
Numeric Investors
Massachusetts
$429K -$165K -3,200 -28%
GC
798
Grimes & Company
Massachusetts
$428K +$25.9K +500 +6%
BWP
799
Baldwin Wealth Partners
Massachusetts
$427K +$12.9K +250 +3%
CL
800
Choreo LLC
Illinois
$424K +$57.8K +1,118 +16%
30 31
32
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