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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 %
ABTD
926
Arvest Bank Trust Division
Oklahoma
$288K -$21.5K -400 -7%
TSS
927
Two Sigma Securities
New York
$287K +$287K +5,355 New
RCM
928
Riverhead Capital Management
Delaware
$283K -$73.9M -938,780 -100%
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$283K -$16.9K -316 -6%
TFF
930
The Family Firm
Maryland
$283K +$5.36K +100 +2%
HC
931
Hourglass Capital
Texas
$282K – – –
DWT
932
Dorsey & Whitney Trust
South Dakota
$282K – – –
BC
933
Bartlett & Co
Ohio
$280K +$54.3K +1,014 +24%
CCM
934
Compton Capital Management
Rhode Island
$277K -$37.5K -700 -12%
Lido Advisors
935
Lido Advisors
California
$277K +$277K +5,165 New
RIG
936
Roosevelt Investment Group
New York
$276K -$16.1K -300 -6%
SHGA
937
Sand Hill Global Advisors
California
$276K – – –
NEPPG
938
New England Professional Planning Group
Rhode Island
$273K +$27.8K +510 +11%
BAS
939
Brown Advisory Securities
Maryland
$269K +$4.01K +75 +2%
WCM
940
Windward Capital Management
California
$269K +$13.6K +253 +5%
AFP
941
Ausdal Financial Partners
Iowa
$268K -$4.39K -82 -2%
HT
942
HighTower Trust
Texas
$268K – – –
FBT
943
First Bankers Trust
Kentucky
$266K -$22.8K -425 -8%
PAM
944
Peak Asset Management
Colorado
$264K – – –
HDIM
945
Hanson & Doremus Investment Management
Vermont
$262K +$54 +1 +0%
SCA
946
Stonebridge Capital Advisors
Minnesota
$260K – – –
VKH
947
Virtu KCG Holdings
New York
$259K +$259K +4,833 New
KCPG
948
Kavar Capital Partners Group
Kansas
$257K – – –
LIM
949
Lathrop Investment Management
Arkansas
$257K – – –
RCM
950
RNC Capital Management
California
$256K -$30.2K -563 -11%
36 37
38
39 40