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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
$2.36B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.3M
4
Norges Bank
Norges Bank
Norway
$397M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$99.3M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$660M
2
SAC
Smith Affiliated Capital
New York
$0
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$110M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Millennium Management
Millennium Management
New York
$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal London Asset Management
951
Royal London Asset Management
United Kingdom
$222K +$216K +11,168,954 +3,429%
CTA
952
Colonial Trust Advisors
South Carolina
$220K +$220K +4,260 New
DAC
953
Dividend Assets Capital
South Carolina
$219K -$31K -600 -12%
BAM
954
Burnham Asset Management
New York
$219K – – –
SFA
955
Sequoia Financial Advisors
Ohio
$219K +$219K +4,236 New
BC
956
Bartlett & Co
Ohio
$218K +$25.4K +490 +13%
WEC
957
Winslow Evans & Crocker
Massachusetts
$217K -$673K -13,014 -76%
MCM
958
MAI Capital Management
Ohio
$217K +$217K +4,187 New
FWCM
959
Ferguson Wellman Capital Management
Oregon
$216K +$216K +4,170 New
Fidelity International
960
Fidelity International
Bermuda
$216K +$216K +4,185 New
GWCM
961
Godshalk Welsh Capital Management
Pennsylvania
$215K +$215K +4,150 New
WCM
962
Weatherstone Capital Management
Colorado
$215K +$215K +4,153 New
CBU
963
CIBC Bank USA
Illinois
$215K +$215K +4,156 New
Koshinski Asset Management
964
Koshinski Asset Management
Illinois
$214K +$214K +3,928 New
TIM
965
Thompson Investment Management
Wisconsin
$213K +$213K +4,126 New
SIC
966
Shoker Investment Counsel
Ohio
$213K +$213K +4,126 New
IIC
967
Ironwood Investment Counsel
Arizona
$212K +$212K +4,100 New
STMM
968
South Texas Money Management
Texas
$211K +$211K +4,076 New
TSWM
969
Triangle Securities Wealth Management
North Carolina
$211K +$211K +4,082 New
KP
970
Keel Point
Alabama
$210K +$210K +4,065 New
WP
971
WMS Partners
Maryland
$208K +$208K +4,020 New
FMP
972
Financial Management Professionals
Texas
$207K – – –
MCA
973
Mercer Capital Advisers
New Jersey
$207K – – –
ACP
974
Ashfield Capital Partners
California
$207K +$207K +4,000 New
HFA
975
High Falls Advisors
New York
$206K +$206K +3,987 New
37 38
39
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