SO icon

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 %
CCM
901
Covington Capital Management
California
$316K -$3.43K -64 -1%
OWP
902
Obermeyer Wealth Partners
Colorado
$315K – – –
GP
903
Girard Partners
Pennsylvania
$313K +$69.7K +1,301 +29%
PAIA
904
Park Avenue Institutional Advisers
New York
$309K +$2.09K +39 +0.7%
NL
905
NWAM LLC
Washington
$308K -$15.3K -286 -5%
CPO
906
Cerity Partners OCIO
New York
$304K +$2.4K +46 +0.8%
MCM
907
Maple Capital Management
Vermont
$302K -$36.6K -683 -11%
BIA
908
Barry Investment Advisors
Massachusetts
$300K -$64.4K -1,202 -18%
KCM
909
Kempner Capital Management
Texas
$300K – – –
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K +$229K +4,273 +329%
TRCT
911
Tower Research Capital (TRC)
New York
$299K +$290K +5,401 +3,051%
IHL
912
Investment House LLC
California
$298K +$3K +56 +1%
WC
913
Whitnell & Co
Illinois
$297K -$8.05K -150 -3%
SIC
914
Shoker Investment Counsel
Ohio
$297K +$76K +1,420 +34%
Connor, Clark & Lunn Investment Management (CC&L)
915
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296K -$320K -5,975 -52%
BAM
916
Burnham Asset Management
New York
$295K +$65.2K +1,215 +28%
DW
917
Domani Wealth
Pennsylvania
$294K -$18.9K -352 -6%
UBWV
918
United Bank (West Virginia)
West Virginia
$294K – – –
MWM
919
Mission Wealth Management
California
$294K +$5.36K +100 +2%
GI
920
Gradient Investments
Minnesota
$293K -$10.8K -202 -4%
IC
921
Inverness Counsel
New York
$292K -$10.7K -200 -4%
KSA
922
Ken Stern & Associates
California
$292K +$292K +5,453 New
1SB
923
1ST Source Bank
Indiana
$291K -$18.8K -350 -6%
CCB
924
Cutter & Co Brokerage
Missouri
$291K +$27.3K +510 +10%
BC
925
Banced Corp
Illinois
$290K – – –
35 36
37
38 39