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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 %
CSS
826
Cubist Systematic Strategies
Connecticut
$434K -$547K -10,204 -56%
Members Trust
827
Members Trust
Florida
$432K +$432K +8,048 New
LA
828
Lau Associates
Delaware
$429K – – –
HTC
829
Haverford Trust Company
Pennsylvania
$429K +$14.1K +263 +3%
CS
830
Comerica Securities
Michigan
$429K +$139K +2,598 +48%
SA
831
Strategic Advisors
New York
$425K +$3.11K +58 +0.7%
JFGIW
832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$425K +$5.36K +100 +1%
GA
833
Geneva Advisors
Illinois
$424K +$45.1K +842 +12%
FIM
834
Frontier Investment Management
Texas
$420K -$108K -2,012 -20%
SWM
835
SVA Wealth Management
Wisconsin
$419K -$19.3K -360 -4%
ST
836
Smithfield Trust
Pennsylvania
$419K – – –
VCM
837
Violich Capital Management
California
$417K – – –
IP
838
Isthmus Partners
Wisconsin
$417K – – –
CICI
839
Capital Investment Counsel Inc
North Carolina
$415K +$1.88K +35 +0.5%
NI
840
Numeric Investors
Massachusetts
$413K -$32.2K -600 -7%
MHIM
841
MacNealy Hoover Investment Management
Ohio
$413K -$6.71K -125 -2%
WP
842
WealthPLAN Partners
Nebraska
$408K +$408K +16,552 New
AA
843
Ancora Advisors
Ohio
$408K – – –
CCC
844
Chelsea Counsel Company
California
$407K -$2.09M -39,088 -84%
GIM
845
Greylin Investment Management
Virginia
$406K -$10.7K -200 -3%
ISL
846
Ingalls & Snyder LLC
New York
$403K – – –
BTW
847
Boston Trust Walden
Massachusetts
$402K -$21.4K -400 -5%
MCM
848
Moore Capital Management
New York
$402K +$402K +7,499 New
TIP
849
Torray Investment Partners
Maryland
$402K +$402K +7,500 New
AIA
850
Allegis Investment Advisors
Idaho
$401K -$90.6K -1,733 -18%
32 33
34
35 36