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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 %
BWP
801
Baldwin Wealth Partners
Massachusetts
$467K +$23.6K +440 +5%
BI
802
Boulegeris Investments
Georgia
$467K +$157K +2,925 +51%
PAG
803
Pinnacle Advisory Group
Maryland
$466K -$19.3K -359 -4%
KL
804
KWMG LLC
Kansas
$465K -$426K -7,942 -48%
CCM
805
Chilton Capital Management
Texas
$465K – – –
WSFS
806
Wilmington Savings Fund Society
Delaware
$460K -$53.7K -1,000 -10%
C
807
CFO4Life
Texas
$458K -$176K -3,276 -28%
YIA
808
YHB Investment Advisors
Connecticut
$456K -$42.4K -790 -9%
MAA
809
Mraz Amerine & Associates
California
$454K – – –
TCOT
810
Trust Company of Toledo
Ohio
$450K -$45.2K -843 -9%
First Manhattan
811
First Manhattan
New York
$450K – – –
LJAC
812
L.J. Altfest & Co
New York
$450K +$450K +8,400 New
PA
813
Probity Advisors
Texas
$449K +$449K +8,371 New
SL
814
Summitry LLC
California
$448K – – –
FWM
815
Frontier Wealth Management
Missouri
$447K – – –
SAM
816
Silvercrest Asset Management
New York
$446K -$27.9K -519 -6%
FI
817
FormulaFolio Investments
Michigan
$445K -$33.4K -622 -7%
Fisher Asset Management
818
Fisher Asset Management
Washington
$441K -$78.2K -1,453 -15%
CB
819
Community Bank
New York
$440K -$7.82K -146 -2%
UF
820
Univest Financial
Pennsylvania
$439K -$30.8K -573 -7%
AF
821
Allworth Financial
California
$439K +$2.36K +44 +0.5%
GC
822
Grimes & Company
Massachusetts
$438K -$5.36K -100 -1%
BB
823
Busey Bank
Illinois
$437K +$168K +3,133 +62%
MFW
824
Mosaic Family Wealth
Missouri
$436K +$16.4K +306 +4%
GLRA
825
Gerald L. Ray & Associates
Texas
$435K +$16.1K +300 +4%
31 32
33
34 35