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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 %
AF
1076
Arrow Financial
New York
$56K – – –
AC
1077
Alexandria Capital
Virginia
$55K -$10.8K -200 -16%
CWM
1078
Cranbrook Wealth Management
Michigan
$55K – – –
AWMS
1079
Advocacy Wealth Management Services
Georgia
$54K -$74.9K -1,403 -58%
AWM
1080
AllSquare Wealth Management
New York
$54K – – –
KLI
1081
Kelman-Lazarov Inc
Tennessee
$49.1K – – –
TDC
1082
Thompson Davis & Co
Virginia
$49K +$35.5K +658 +263%
CFA
1083
CT Financial Advisors
Pennsylvania
$48.3K -$107K -2,000 -69%
DOA
1084
D'Orazio & Associates
Virginia
$48K +$48K +900 New
CFS
1085
Commonwealth Financial Services
West Virginia
$44K -$30.5K -569 -41%
FNBSF
1086
First National Bank Sioux Falls
South Dakota
$44K – – –
MWM
1087
MinichMacGregor Wealth Management
New York
$43K – – –
VNA
1088
Valley National Advisers
Pennsylvania
$42K +$13.5K +250 +48%
AA
1089
Apriem Advisors
California
$41K +$108 +2 +0.3%
MWP
1090
MYCIO Wealth Partners
Pennsylvania
$35K – – –
GAM
1091
Gemmer Asset Management
California
$35K +$7.92K +148 +29%
Carson Wealth (CWM LLC)
1092
Carson Wealth (CWM LLC)
Nebraska
$33K -$11.2K -209 -25%
JSAM
1093
J. Safra Asset Management
New York
$32K -$658K -12,461 -95%
GWS
1094
Glassman Wealth Services
Virginia
$32K – – –
MFBTD
1095
MB Financial Bank - Trust Department
Illinois
$30K – – –
QCG
1096
Quadrant Capital Group
Ohio
$30K +$18.5K +424 +162%
EWM
1097
Endurance Wealth Management
Rhode Island
$29K – – –
AIM
1098
Arcadia Investment Management
Michigan
$27K – – –
SFPIA
1099
Stevens First Principles Investment Advisors
California
$27K – – –
PWM
1100
Perigon Wealth Management
California
$27K – – –
42 43
44
45 46