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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 %
SFG
976
StrategIQ Financial Group
Indiana
$237K +$237K +4,426 New
SBL
977
Sargent Bickham Lagudis
Colorado
$236K +$130K +2,423 +123%
CL
978
CPWM LLC
Washington
$235K +$5.36K +100 +2%
TIA
979
Tiemann Investment Advisors
California
$235K +$235K +4,379 New
SCA
980
Stuart Chaussee & Associates
California
$231K +$134K +2,485 +138%
MCM
981
MAI Capital Management
Ohio
$227K +$2.52K +47 +1%
CBU
982
CIBC Bank USA
Illinois
$227K +$4.29K +80 +2%
Koshinski Asset Management
983
Koshinski Asset Management
Illinois
$227K +$16.6K +309 +8%
TIM
984
Thompson Investment Management
Wisconsin
$225K +$3.49K +65 +2%
ACP
985
Ashfield Capital Partners
California
$225K +$10.7K +200 +5%
SCM
986
Southport Capital Management
Tennessee
$224K -$10.4K -193 -4%
Fidelity International
987
Fidelity International
Bermuda
$224K – – –
WP
988
WMS Partners
Maryland
$224K +$8.01K +149 +4%
WCM
989
Weatherstone Capital Management
Colorado
$223K – – –
GWCM
990
Godshalk Welsh Capital Management
Pennsylvania
$223K – – –
RGC
991
Roberts, Glore & Co
Illinois
$223K +$223K +4,159 New
SFA
992
Sequoia Financial Advisors
Ohio
$219K -$7.87K -147 -3%
STMM
993
South Texas Money Management
Texas
$219K – – –
Luther King Capital Management (LKCM)
994
Luther King Capital Management (LKCM)
Texas
$218K +$7.4K +138 +4%
CWM
995
Confluence Wealth Management
Oregon
$218K +$218K +4,056 New
SCA
996
Salient Capital Advisors
Texas
$217K -$20.1K -375 -8%
GHAM
997
Gilman Hill Asset Management
Connecticut
$217K +$217K +4,055 New
MCA
998
Mercer Capital Advisers
New Jersey
$215K – – –
NAMA
999
Nikko Asset Management Americas
New York
$214K -$418K -8,000 -66%
FMP
1000
Financial Management Professionals
Texas
$214K – – –
38 39
40
41 42