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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 %
I2I
951
Insight 2811 Inc
Illinois
$256K -$10.7K -200 -4%
PFM
952
Parsec Financial Management
North Carolina
$256K -$8.05K -150 -3%
IWA
953
Intercontinental Wealth Advisors
Texas
$255K -$29.4K -548 -10%
ACA
954
Anchor Capital Advisors
Massachusetts
$255K – – –
BRM
955
Boston Research & Management
Massachusetts
$254K – – –
VWA
956
V Wealth Advisors
Kansas
$254K +$215 +4 +0.1%
FM
957
Foster & Motley
Ohio
$253K -$3.38K -63 -1%
UAS
958
United Asset Strategies
New York
$253K – – –
SAM
959
Sawgrass Asset Management
Florida
$251K +$251K +4,675 New
WI
960
Wedgewood Investors
Pennsylvania
$250K – – –
KB
961
Kimelman & Baird
New York
$248K -$124K -2,298 -33%
DLHL
962
Donald L. Hagan LLC
Florida
$248K -$6.65K -124 -3%
NCM
963
Novare Capital Management
North Carolina
$248K – – –
TWA
964
TCI Wealth Advisors
Arizona
$247K -$14.5K -271 -6%
DAC
965
Dividend Assets Capital
South Carolina
$246K +$18.8K +350 +8%
RP
966
Rowlandmiller & Partners
Georgia
$244K -$416K -7,741 -63%
CONA
967
Capital One National Association
New York
$244K -$322 -6 -0.1%
CTA
968
Colonial Trust Advisors
South Carolina
$242K +$13.4K +250 +6%
WEC
969
Winslow Evans & Crocker
Massachusetts
$241K +$15.9K +296 +7%
KPCM
970
Kings Point Capital Management
New York
$241K +$55.1K +1,025 +30%
MIC
971
Meridian Investment Counsel
California
$239K – – –
CFP
972
Cornerstone Financial Partners
North Carolina
$238K -$3.8K -71 -2%
FWCM
973
Ferguson Wellman Capital Management
Oregon
$238K +$13.9K +259 +6%
BEAM
974
Baker Ellis Asset Management
Washington
$237K -$16.1K -300 -6%
FWIA
975
Fort Washington Investment Advisors
Ohio
$237K – – –
37 38
39
40 41