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Southern Company
SO

1,123 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, 360 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 52

123% more call options, than puts

Call options by funds: $207M | Put options by funds: $93M

31% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 360

10% more capital invested

Capital invested by funds: $21.4B → $23.5B (+$2.06B)

6% more funds holding

Funds holding: 1,057 → 1,123 (+66)

3% more funds holding in top 10

Funds holding in top 10: 30 → 31 (+1)

2.02% more ownership

Funds ownership: 49.99% → 52% (+2%)

Holders
1,123
Holders Change
+66
Holders Change %
+6.24%
% of All Funds
29.92%
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
360
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$544M
2
State Street
State Street
Massachusetts
+$162M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$120M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.6M
5
Norges Bank
Norges Bank
Norway
+$85M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$414M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$95.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$63.8M
4
LC
LNZ Capital
New York
-$39.8M
5
Millennium Management
Millennium Management
New York
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
951
CPWM LLC
Washington
$222K +$209K +4,288 New
Royal London Asset Management
952
Royal London Asset Management
United Kingdom
$222K +$544M +11,168,954 +3,429%
CTA
953
Colonial Trust Advisors
South Carolina
$220K +$208K +4,260 New
DAC
954
Dividend Assets Capital
South Carolina
$219K -$29.2K -600 -12%
BAM
955
Burnham Asset Management
New York
$219K – – –
SFA
956
Sequoia Financial Advisors
Ohio
$219K +$206K +4,236 New
BC
957
Bartlett & Co
Ohio
$218K +$23.9K +490 +13%
WEC
958
Winslow Evans & Crocker
Massachusetts
$217K -$634K -13,014 -76%
MCM
959
MAI Capital Management
Ohio
$217K +$204K +4,187 New
FWCM
960
Ferguson Wellman Capital Management
Oregon
$216K +$203K +4,170 New
Fidelity International
961
Fidelity International
Bermuda
$216K +$204K +4,185 New
GWCM
962
Godshalk Welsh Capital Management
Pennsylvania
$215K +$202K +4,150 New
WCM
963
Weatherstone Capital Management
Colorado
$215K +$202K +4,153 New
CBU
964
CIBC Bank USA
Illinois
$215K +$202K +4,156 New
Koshinski Asset Management
965
Koshinski Asset Management
Illinois
$214K +$191K +3,928 New
SIC
966
Shoker Investment Counsel
Ohio
$213K +$201K +4,126 New
TIM
967
Thompson Investment Management
Wisconsin
$213K +$201K +4,126 New
IIC
968
Ironwood Investment Counsel
Arizona
$212K +$200K +4,100 New
STMM
969
South Texas Money Management
Texas
$211K +$199K +4,076 New
TSWM
970
Triangle Securities Wealth Management
North Carolina
$211K +$199K +4,082 New
KP
971
Keel Point
Alabama
$210K +$198K +4,065 New
WP
972
WMS Partners
Maryland
$208K +$196K +4,020 New
FMP
973
Financial Management Professionals
Texas
$207K – – –
MCA
974
Mercer Capital Advisers
New Jersey
$207K – – –
ACP
975
Ashfield Capital Partners
California
$207K +$195K +4,000 New
37 38
39
40 41

SO Hedge Fund Activity: Q1 2016 in Review

1,123 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2016, worth a combined $23.5B — up 9.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SO positions and 52 closed out — a net gain of 76 holders — while 472 added to existing stakes and 360 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $544M. The largest seller was Franklin Resources, cutting an estimated $414M.

  • 1,123 institutional investors held Southern Company (SO) as of Q1 2016, up from 1,057 in Q4 2015.
  • Funds reported $23.5B of Southern Company stock for Q1 2016, up 9.6% quarter-over-quarter.
  • 128 funds opened new Southern Company positions in Q1 2016 and 52 closed out, a net change of +76 holders.
  • The largest Southern Company buyer in Q1 2016 was Royal London Asset Management, an estimated $544M added.
  • The largest Southern Company seller in Q1 2016 was Franklin Resources, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2016.