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Southern Company
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Overview Fund Activity

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M

Top Buyers

1
State Street
State Street
Massachusetts
$2.36B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.3M
4
Norges Bank
Norges Bank
Norway
$397M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$99.3M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$660M
2
SAC
Smith Affiliated Capital
New York
$0
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$110M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Millennium Management
Millennium Management
New York
$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
1101
Tower Research Capital (TRC)
New York
$9K +$9K +177 New
ADL
1102
Asset Dedication LLC
California
$9K +$9K +180 New
CTB
1103
Country Trust Bank
Illinois
$8K – – –
GBBWRPM
1104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
MCM
1105
MV Capital Management
Maryland
$5K -$5K -100 -50%
JAM
1106
Jolley Asset Management
North Carolina
$5K – – –
AW
1107
Alpha Windward
Massachusetts
$5K – – –
BWA
1108
Burt Wealth Advisors
Maryland
$5K – – –
HIM
1109
Hillsdale Investment Management
Ontario, Canada
$5K +$1.11K +20 +29%
FAM
1110
Fred Alger Management
New York
$5K +$5K +90 New
SGAM
1111
Smith Group Asset Management
Texas
$3K – – –
IAS
1112
INR Advisory Services
Pennsylvania
$3K +$3K +52 New
UFA
1113
US Financial Advisors
Massachusetts
$2K -$37.6K -847 -95%
DSN
1114
D. Scott Neal
Kentucky
$2K +$2K +34 New
CIM
1115
Contravisory Investment Management
Massachusetts
$2K +$2K +47 New
LP
1116
LMR Partners
United Kingdom
$1.86K +$1.86K +35,944 New
HW
1117
Hancock Whitney
Mississippi
$1.26K +$167 +3,234 +15%
PFG
1118
Piershale Financial Group
Illinois
$1K – – –
IF
1119
Ironwood Financial
Arizona
$1K +$1K +12 New
MIM
1120
Marco Investment Management
Georgia
$641 – – –
EWM
1121
Endurance Wealth Management
Rhode Island
$28 – – –
Adage Capital Partners
1122
Adage Capital Partners
Massachusetts
– -$63.8M -1,362,714 Closed
FRAF
1123
Första AP-fonden
Sweden
– -$18.3M -408,863 Closed
JCM
1124
Janney Capital Management
Pennsylvania
– -$17M -362,496 Closed
MME
1125
Meag Munich Ergo
Germany
– -$13.2M -278,312 Closed
43 44
45
46 47