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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 %
IPC
876
Independent Portfolio Consultants
Florida
$357K +$298K +5,560 +503%
MBT
877
Montecito Bank & Trust
California
$356K +$42.9K +800 +14%
NAM
878
North American Management
Massachusetts
$350K – – –
HA
879
Hamel Associates
New Jersey
$347K -$1.99M -37,015 -85%
Massachusetts Financial Services
880
Massachusetts Financial Services
Massachusetts
$347K +$80.8K +1,507 +30%
CCM
881
Crossvault Capital Management
Texas
$346K -$16.1K -300 -4%
SAM
882
Summit Asset Management
Tennessee
$345K -$56.3K -1,050 -14%
NPF
883
Norris Perne & French
Michigan
$345K – – –
WA
884
WealthTrust Axiom
Pennsylvania
$342K – – –
SWA
885
SFMG Wealth Advisors
Texas
$339K +$8.15K +152 +2%
GF
886
Gerstein Fisher
New York
$339K +$49K +912 +17%
CCT
887
Country Club Trust
Missouri
$338K -$205K -3,826 -38%
AOWM
888
Alpha Omega Wealth Management
Virginia
$338K – – –
AB
889
Atlas Brown
Kentucky
$335K – – –
BHBT
890
Burke & Herbert Bank & Trust
Virginia
$334K +$27.3K +509 +9%
BSW
891
Buckingham Strategic Wealth
Missouri
$334K +$28.5K +532 +9%
NAM
892
Nichols Asset Management
Massachusetts
$331K – – –
HCM
893
Hodges Capital Management
Texas
$329K -$10.3K -192 -3%
CCT
894
Capital City Trust
Florida
$329K -$8.73K -163 -3%
HFM
895
Hartford Financial Management
Connecticut
$328K +$8.83K +165 +3%
LBC
896
Lowe Brockenbrough & Co
Virginia
$325K -$10.7K -200 -3%
ACS
897
Archford Capital Strategies
Illinois
$324K -$604K -11,276 -65%
CCG
898
Chatham Capital Group
Georgia
$323K – – –
FFC
899
First Financial Corp
Indiana
$321K -$4.08K -76 -1%
IFB
900
iAB Financial Bank
Indiana
$319K +$40.2K +750 +14%
34 35
36
37 38