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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 %
SWM
801
SVA Wealth Management
Wisconsin
$423K -$62.6K -1,208 -13%
MWM
802
Modera Wealth Management
New Jersey
$422K +$1.76K +34 +0.4%
AF
803
Allworth Financial
California
$421K -$2.23K -43 -0.5%
RC
804
RegentAtlantic Capital
New Jersey
$419K +$60K +1,160 +17%
KFA
805
Kays Financial Advisory
Georgia
$415K +$415K +8,028 New
LA
806
Lau Associates
Delaware
$414K – – –
FNBTCON
807
First National Bank & Trust Co of Newtown
Pennsylvania
$412K +$17.9K +345 +5%
BTW
808
Boston Trust Walden
Massachusetts
$409K – – –
SA
809
Strategic Advisors
New York
$407K +$137K +2,656 +51%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$405K – – –
MHIM
811
MacNealy Hoover Investment Management
Ohio
$405K – – –
MFW
812
Mosaic Family Wealth
Missouri
$405K +$25K +484 +7%
ST
813
Smithfield Trust
Pennsylvania
$404K – – –
IP
814
Isthmus Partners
Wisconsin
$403K – – –
GLRA
815
Gerald L. Ray & Associates
Texas
$403K – – –
SAM
816
Shamrock Asset Management
Texas
$402K -$392K -7,607 -49%
VCM
817
Violich Capital Management
California
$402K – – –
GIM
818
Greylin Investment Management
Virginia
$402K +$164K +3,162 +69%
HTC
819
Haverford Trust Company
Pennsylvania
$400K -$15.2K -294 -4%
CICI
820
Capital Investment Counsel Inc
North Carolina
$398K -$33.9K -655 -8%
Geode Capital Management
821
Geode Capital Management
Massachusetts
$397K +$8.58K +166,136 +2%
AA
822
Ancora Advisors
Ohio
$393K – – –
IMOV
823
Investment Management of Virginia
Virginia
$389K -$51.7K -1,000 -12%
ISL
824
Ingalls & Snyder LLC
New York
$389K -$7.81K -151 -2%
IAMOG
825
Investors Asset Management of Georgia
Georgia
$387K -$11.6K -225 -3%
31 32
33
34 35