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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 %
ACA
926
Anchor Capital Advisors
Massachusetts
$246K – – –
DLHL
927
Donald L. Hagan LLC
Florida
$246K +$52 +1 +0%
WCM
928
Windward Capital Management
California
$246K +$246K +4,764 New
BRM
929
Boston Research & Management
Massachusetts
$245K – – –
BEAM
930
Baker Ellis Asset Management
Washington
$244K – – –
UAS
931
United Asset Strategies
New York
$244K +$244K +4,726 New
SMH
932
Sanders Morris Harris
Texas
$244K +$244K +4,727 New
DT
933
Diversified Trust
Tennessee
$242K – – –
WI
934
Wedgewood Investors
Pennsylvania
$241K -$18.1K -350 -7%
VWA
935
V Wealth Advisors
Kansas
$241K +$241K +4,721 New
NCM
936
Novare Capital Management
North Carolina
$239K +$239K +4,615 New
AAMU
937
Amundi Asset Management US
Massachusetts
$238K +$5.58K +108 +2%
CONA
938
Capital One National Association
New York
$236K +$236K +4,552 New
GP
939
Girard Partners
Pennsylvania
$235K +$235K +4,543 New
CFP
940
Cornerstone Financial Partners
North Carolina
$234K +$259 +5 +0.1%
NEPPG
941
New England Professional Planning Group
Rhode Island
$233K – – –
MIC
942
Meridian Investment Counsel
California
$230K – – –
HCM
943
Howland Capital Management
Massachusetts
$229K – – –
QC
944
QCM Cayman
Texas
$228K +$228K +4,405 New
HL
945
HeadInvest LLC
Maine
$228K +$228K +4,406 New
SCA
946
Salient Capital Advisors
Texas
$228K +$228K +4,414 New
FWIA
947
Fort Washington Investment Advisors
Ohio
$228K +$228K +4,415 New
SCM
948
Southport Capital Management
Tennessee
$226K -$67.3K -1,298 -23%
DIA
949
Denver Investment Advisors
Colorado
$225K +$225K +4,353 New
CL
950
CPWM LLC
Washington
$222K +$222K +4,288 New
36 37
38
39 40