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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 %
IAMOG
851
Investors Asset Management of Georgia
Georgia
$401K – – –
ST
852
Spinnaker Trust
Maine
$401K – – –
IMOV
853
Investment Management of Virginia
Virginia
$398K -$5.36K -100 -1%
MHIC
854
Marble Harbor Investment Counsel
Massachusetts
$398K – – –
SDIC
855
South Dakota Investment Council
South Dakota
$397K – – –
HCMNY
856
Howard Capital Management (New York)
New York
$394K +$4.24K +79 +1%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$393K – – –
WT
858
Washington Trust
Rhode Island
$392K -$189K -3,524 -33%
HCM
859
Hollencrest Capital Management
California
$391K -$229K -4,262 -37%
CBN
860
Cadence Bank NA
Texas
$391K -$5.53K -103 -1%
FIB
861
First Interstate Bank
Montana
$391K -$2.68K -50 -0.7%
WKWM
862
Walter & Keenan Wealth Management
Indiana
$391K – – –
KM
863
Kalos Management
Georgia
$389K +$4.3K +80 +1%
CL
864
Choreo LLC
Illinois
$388K -$51.8K -965 -12%
IC
865
Intersect Capital
California
$387K +$1.02K +19 +0.3%
AWCI
866
Alpine Woods Capital Investors
New York
$386K – – –
KFP
867
Keystone Financial Planning
Ohio
$384K – – –
EB
868
Eastern Bank
Massachusetts
$377K +$10.4K +193 +3%
RC
869
RegentAtlantic Capital
New Jersey
$375K -$59.6K -1,112 -14%
CCA
870
Cobblestone Capital Advisors
New York
$374K -$5.37K -100 -1%
CC
871
Courier Capital
New York
$371K +$1.07K +20 +0.3%
HTHT
872
Hemenway Trust Hemenway Trust
New Hampshire
$370K – – –
BFS
873
Bradley Foster & Sargent
Connecticut
$369K +$5.37K +100 +1%
ACM
874
Argentus Capital Management
Texas
$368K +$25.1K +468 +7%
PAMG
875
Patton Albertson Miller Group
Tennessee
$362K – – –
33 34
35
36 37