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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 %
BFA
1001
Beaumont Financial Advisors
Massachusetts
$214K +$214K +4,000 New
MBA
1002
McQueen Ball & Associates
Pennsylvania
$213K – – –
CBB
1003
Citizens Business Bank
California
$213K – – –
FWP
1004
FAS Wealth Partners
Kansas
$213K +$1.99K +37 +0.9%
AAMU
1005
Amundi Asset Management US
Massachusetts
$210K -$37.2K -693 -15%
TCM
1006
Tufton Capital Management
Maryland
$210K – – –
KTC
1007
Kistler-Tiffany Companies
Pennsylvania
$210K +$18.2K +340 +10%
DIA
1008
Denver Investment Advisors
Colorado
$209K -$24.1K -450 -10%
MBI
1009
Montrusco Bolton Investments
Quebec, Canada
$208K +$1.07K +20 +0.5%
RW
1010
Rand Wealth
Maryland
$206K +$206K +3,835 New
AWM
1011
Affinity Wealth Management
Delaware
$206K +$206K +3,850 New
AMAL
1012
Asset Management Advisors LLC
Oklahoma
$204K +$204K +3,800 New
TSWM
1013
Triangle Securities Wealth Management
North Carolina
$202K -$17.2K -320 -8%
MPI
1014
Mairs & Power Inc
Minnesota
$202K +$202K +3,770 New
MRCM
1015
M&R Capital Management
New Jersey
$202K +$202K +3,774 New
Verition Fund Management
1016
Verition Fund Management
Connecticut
$201K -$318K -5,925 -61%
VAM
1017
Verity Asset Management
North Carolina
$201K -$116K -2,153 -37%
EGA
1018
Eagle Global Advisors
Texas
$201K +$201K +3,757 New
CBT
1019
Central Bank & Trust
Kentucky
$200K -$113K -2,100 -36%
RPG
1020
Risk Paradigm Group
Texas
$191K +$12.2K +228 +7%
OSNBOA
1021
Old Second National Bank of Aurora
Illinois
$190K – – –
KKAMG
1022
Kernodle & Katon Asset Management Group
Arkansas
$186K -$8.76K -163 -4%
PFO
1023
Pathstone Family Office
New Jersey
$184K – – –
GLI
1024
Guardian Life Insurance
New York
$184K +$3.28K +61 +2%
SEC
1025
Seven Eight Capital
New York
$184K +$184K +3,428 New
39 40
41
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