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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 %
APSP
1101
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K – – –
AA
1102
AlphaMark Advisors
Kentucky
$26K – – –
FPFS
1103
First Personal Financial Services
North Carolina
$24K +$24K +452 New
CYG
1104
Clean Yield Group
Vermont
$22K – – –
CHP
1105
Cable Hill Partners
Oregon
$22K – – –
AP
1106
Atwood & Palmer
Missouri
$21K – – –
CWM
1107
Catamount Wealth Management
Connecticut
$21K – – –
HIIFS
1108
Harel Insurance Investments & Financial Services
Israel
$20K – – –
BL
1109
Balentine LLC
Georgia
$19K – – –
HR
1110
Howe & Rusling
New York
$18K – – –
TCM
1111
Tradewinds Capital Management
Washington
$18K – – –
HCM
1112
Highlander Capital Management
New Jersey
$17K – – –
PRS
1113
Pinkerton Retirement Specialists
Idaho
$17K +$17K +318 New
CCMW
1114
Cypress Capital Management (Wyoming)
Wyoming
$16.1K -$10.7K -200 -40%
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$16K – – –
TCM
1116
TD Capital Management
Tennessee
$15K -$71.6K -1,323 -83%
CAW
1117
Cornerstone Advisors (Washington)
Washington
$15K – – –
CA
1118
Commerzbank Aktiengesellschaft
Germany
$13.8K +$63 +1,184 +0.5%
FAM
1119
Fred Alger Management
New York
$13K +$8.02K +145 +161%
WHG
1120
Westwood Holdings Group
Texas
$12K -$33.7M -616,954 -100%
PAI
1121
Pittenger & Anderson Inc
Nebraska
$12K +$12K +225 New
CAL
1122
Capital Advisors Ltd
Ohio
$11K – – –
CFG
1123
CKW Financial Group
Hawaii
$11K – – –
WAS
1124
Winch Advisory Services
Wisconsin
$11K +$11K +200 New
SIM
1125
Sonora Investment Management
Arizona
$10.7K – – –
43 44
45
46 47