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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 %
RCG
1051
Ruggie Capital Group
Florida
$100K – – –
OFS
1052
Orrstown Financial Services
Pennsylvania
$99K – – –
FQ
1053
First Quadrant
California
$96K -$42.8K -800 -31%
TFO
1054
Tarbox Family Office
California
$93K – – –
FPTW
1055
Franklin, Parlapiano, Turner & Welch
Texas
$91K +$91K +1,700 New
NSIM
1056
North Star Investment Management
Illinois
$89K – – –
CG
1057
Cutler Group
California
$86K -$10.6K -200 -11%
WTB
1058
Washington Trust Bank
Washington
$86K – – –
JIC
1059
Joel Isaacson & Co
New York
$85K -$37.3K -693 -31%
PI
1060
PineBridge Investments
New York
$85K +$85K +1,581 New
VCM
1061
Versant Capital Management
Arizona
$81K -$1.49K -28 -2%
AWM
1062
Avior Wealth Management
Nebraska
$81K – – –
SNT
1063
Security National Trust
West Virginia
$78K -$1.88K -35 -2%
LWM
1064
LBA Wealth Management
Florida
$77K – – –
PCTC
1065
Perkins Coie Trust Company
Washington
$76K – – –
S
1066
SignatureFD
Georgia
$70K -$1.16M -21,576 -94%
KA
1067
Klingman & Associates
New York
$67K -$9.39K -174 -12%
ECM
1068
Estabrook Capital Management
New York
$64.4K – – –
JWA
1069
JFS Wealth Advisors
Pennsylvania
$64K – – –
JFA
1070
JNBA Financial Advisors
Minnesota
$64K – – –
RFWA
1071
RPg Family Wealth Advisory
Massachusetts
$63.2K +$38.1K +711 +152%
JCM
1072
Jacobi Capital Management
Pennsylvania
$63K +$63K +1,160 New
CFA
1073
Camarda Financial Advisors
Florida
$62K – – –
LNB
1074
Ledyard National Bank
$61K -$9.41K -175 -13%
IIC
1075
Integrated Investment Consultants
Michigan
$60K – – –
41 42
43
44 45