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Southern Company
SO

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 %
FBT
901
First Bankers Trust
Kentucky
$278K – – –
RCM
902
RNC Capital Management
California
$276K +$276K +5,337 New
IWA
903
Intercontinental Wealth Advisors
Texas
$274K -$1.45K -28 -0.5%
HC
904
Hourglass Capital
Texas
$272K -$3.63K -70 -1%
DWT
905
Dorsey & Whitney Trust
South Dakota
$271K – – –
IFB
906
iAB Financial Bank
Indiana
$269K +$10.3K +200 +4%
TFF
907
The Family Firm
Maryland
$268K +$16.5K +319 +7%
MAM
908
Mizuho Asset Management
Japan
$267K -$219K -4,956 -45%
SHGA
909
Sand Hill Global Advisors
California
$266K – – –
AFP
910
Ausdal Financial Partners
Iowa
$263K +$931 +18 +0.4%
BB
911
Busey Bank
Illinois
$260K +$10.5K +203 +4%
HT
912
HighTower Trust
Texas
$259K – – –
BAS
913
Brown Advisory Securities
Maryland
$259K – – –
I2I
914
Insight 2811 Inc
Illinois
$258K +$34.8K +671 +16%
Massachusetts Financial Services
915
Massachusetts Financial Services
Massachusetts
$257K +$257K +4,965 New
PFM
916
Parsec Financial Management
North Carolina
$255K -$20K -387 -7%
PAM
917
Peak Asset Management
Colorado
$255K – – –
CCB
918
Cutter & Co Brokerage
Missouri
$255K +$255K +4,921 New
HDIM
919
Hanson & Doremus Investment Management
Vermont
$253K +$52 +1 +0%
TWA
920
TCI Wealth Advisors
Arizona
$252K +$53K +1,025 +27%
SCA
921
Stonebridge Capital Advisors
Minnesota
$251K +$5.18K +100 +2%
BFM
922
Boothbay Fund Management
New York
$251K +$251K +4,860 New
KCPG
923
Kavar Capital Partners Group
Kansas
$248K – – –
LIM
924
Lathrop Investment Management
Arkansas
$248K – – –
FM
925
Foster & Motley
Ohio
$247K +$247K +4,779 New
35 36
37
38 39