SO icon

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 %
CCM
1026
Cribstone Capital Management
Maine
$184K +$184K +3,428 New
SAMC
1027
Shinko Asset Management Company
Japan
$181K -$10.7K -200 -6%
JGIA
1028
Jackson Grant Investment Advisers
Connecticut
$181K +$2.04K +38 +1%
SWA
1029
Sutton Wealth Advisors
Florida
$172K +$5.52K +103 +3%
HPBT
1030
High Point Bank & Trust
North Carolina
$169K -$12K -224 -7%
FNYS
1031
First New York Securities
New York
$166K +$166K +3,100 New
ARMC
1032
American Research & Management Company
Massachusetts
$163K -$5.38K -100 -3%
KLWA
1033
Kelly Lawrence W & Associates
California
$161K – – –
TWMP
1034
Taylor Wealth Management Partners
Massachusetts
$153K – – –
MCM
1035
Manchester Capital Management
Vermont
$149K – – –
BC
1036
Barnett & Company
Tennessee
$147K -$13.4K -250 -8%
WA
1037
Winfield Associates
Ohio
$142K – – –
ZB
1038
Zions Bancorporation
Utah
$138K – – –
PG
1039
Patten Group
Tennessee
$138K – – –
MA
1040
MCF Advisors
Kentucky
$137K +$215 +4 +0.2%
DBT
1041
Dubuque Bank & Trust
Iowa
$134K -$69.6K -1,300 -34%
BAM
1042
Barrett Asset Management
New York
$134K -$3.85K -72 -3%
AIM
1043
Advantage Investment Management
Iowa
$133K -$1.23K -23 -0.9%
Loomis, Sayles & Company
1044
Loomis, Sayles & Company
Massachusetts
$133K +$109K +2,020 +448%
WT
1045
Whittier Trust
California
$132K – – –
WTC
1046
WhitTier Trust Company
Nevada
$121K – – –
VIA
1047
Vantage Investment Advisors
Pennsylvania
$115K -$10.7K -200 -8%
EFSCE
1048
Enterprise Financial Services Corp (EFSC)
Missouri
$114K – – –
KF
1049
Krilogy Financial
Missouri
$111K +$51.9K +966 +88%
BCM
1050
Blume Capital Management
California
$107K – – –
40 41
42
43 44