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Southern Company
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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 %
SAM
826
Summit Asset Management
Tennessee
$387K +$25.9K +500 +7%
ST
827
Spinnaker Trust
Maine
$387K +$103K +2,000 +36%
MHIC
828
Marble Harbor Investment Counsel
Massachusetts
$384K +$33.6K +650 +10%
SDIC
829
South Dakota Investment Council
South Dakota
$383K – – –
CBN
830
Cadence Bank NA
Texas
$382K +$5.33K +103 +1%
GS
831
GAM Systematic
United Kingdom
$382K +$382K +7,384 New
FIB
832
First Interstate Bank
Montana
$380K +$20.7K +400 +6%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$378K – – –
HCMNY
834
Howard Capital Management (New York)
New York
$376K +$3.98K +77 +1%
IP
835
Investment Partners
Ohio
$375K +$375K +8,012 New
AWCI
836
Alpine Woods Capital Investors
New York
$372K – – –
IC
837
Intersect Capital
California
$372K +$11.4K +221 +3%
KFP
838
Keystone Financial Planning
Ohio
$371K – – –
CCA
839
Cobblestone Capital Advisors
New York
$366K -$38.8K -750 -10%
GA
840
Geneva Advisors
Illinois
$366K +$30.1K +581 +9%
KB
841
Kimelman & Baird
New York
$358K +$130K +2,500 +57%
HTHT
842
Hemenway Trust Hemenway Trust
New Hampshire
$357K -$93.1K -1,800 -21%
CC
843
Courier Capital
New York
$357K +$14.4K +278 +4%
EB
844
Eastern Bank
Massachusetts
$354K -$18.4K -355 -5%
REMPR
845
Roof Eidam Maycock Peralta (REMP)
California
$353K +$353K +6,825 New
BIA
846
Barry Investment Advisors
Massachusetts
$352K -$1.24K -24 -0.4%
BFS
847
Bradley Foster & Sargent
Connecticut
$350K +$17.2K +333 +5%
KM
848
Kalos Management
Georgia
$350K +$350K +7,165 New
PAMG
849
Patton Albertson Miller Group
Tennessee
$349K – – –
CCM
850
Crossvault Capital Management
Texas
$349K – – –
32 33
34
35 36