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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 %
CTB
1126
Country Trust Bank
Illinois
$9K – – –
PCP
1127
Proficio Capital Partners
Massachusetts
$6K -$3.52K -71 -37%
GBBWRPM
1128
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
AW
1129
Alpha Windward
Massachusetts
$6K +$1.25K +24 +26%
ACM
1130
Armbruster Capital Management
New York
$5K -$6.25K -125 -56%
MCM
1131
MV Capital Management
Maryland
$5K – – –
JAM
1132
Jolley Asset Management
North Carolina
$5K – – –
HIM
1133
Hillsdale Investment Management
Ontario, Canada
$5K +$500 +10 +11%
HCM
1134
Herndon Capital Management
Georgia
$5K +$5K +86 New
JIR
1135
James Investment Research
Ohio
$5K +$5K +96 New
DPA
1136
Delphi Private Advisors
California
$4K -$134K -2,554 -97%
BCFS
1137
Butensky & Cohen Financial Security
Florida
$4K +$4K +70 New
IAS
1138
INR Advisory Services
Pennsylvania
$3K – – –
CIM
1139
Contravisory Investment Management
Massachusetts
$3K – – –
SGAM
1140
Smith Group Asset Management
Texas
$3K – – –
TIM
1141
Tortoise Investment Management
New York
$3K +$3K +58 New
AT
1142
Arden Trust
Delaware
$2.91K -$113 -2,113 -4%
PMFA
1143
Plante Moran Financial Advisors
Michigan
$2K -$68.4K -1,266 -97%
DSN
1144
D. Scott Neal
Kentucky
$2K – – –
WA
1145
WealthTrust-Arizona
Arizona
$1K -$19.7K -197 -95%
PFG
1146
Piershale Financial Group
Illinois
$1K – – –
IF
1147
Ironwood Financial
Arizona
$1K – – –
FHC
1148
First Heartland Consultants
Missouri
$383 +$25 +461 +7%
Lord, Abbett & Co
1149
Lord, Abbett & Co
New Jersey
– -$88.2M -1,704,200 Closed
DFO
1150
Duquesne Family Office
New York
– -$52.6M -1,017,400 Closed
44 45
46
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