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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 %
D.E. Shaw & Co
1151
D.E. Shaw & Co
New York
– -$25.3M -489,219 Closed
CIM
1152
Castleton Investment Management
Connecticut
– -$14.7M -283,343 Closed
T
1153
Thomaspartners
Massachusetts
– -$8.62M -166,580 Closed
PAA
1154
Peregrine Asset Advisers
Oregon
– -$4.17M -80,505 Closed
GCMG
1155
Gyroscope Capital Management Group
Florida
– -$3.7M -71,578 Closed
SSP
1156
Sapphire Star Partners
Washington
– -$1.74M -37,200 Closed
LP
1157
LMR Partners
United Kingdom
– -$1.86K -35,944 Closed
ACM
1158
Avalon Capital Management
California
– -$1.54M -29,721 Closed
SLG
1159
Stanley-Laman Group
Pennsylvania
– -$1.49M -28,791 Closed
ECM
1160
Exchange Capital Management
Michigan
– -$1.34M -25,828 Closed
QSS
1161
Quantitative Systematic Strategies
Florida
– -$755K -14,735 Closed
BA
1162
Bridgewater Associates
Connecticut
– -$729K -14,100 Closed
NIT
1163
NumerixS Investment Technologies
British Columbia, Canada
– -$681K -13,160 Closed
Walleye Trading
1164
Walleye Trading
New York
– -$569K -11,008 Closed
GCA
1165
Greenwood Capital Associates
South Carolina
– -$555K -10,722 Closed
CAM
1166
Cypress Asset Management
Texas
– -$459K -8,880 Closed
JIP
1167
Jaffetilchin Investment Partners
Florida
– -$450K -8,700 Closed
MWM
1168
Modera Wealth Management
New Jersey
– -$422K -8,165 Closed
KFA
1169
Kays Financial Advisory
Georgia
– -$415K -8,028 Closed
IP
1170
Investment Partners
Ohio
– -$375K -8,012 Closed
MYLI
1171
Meiji Yasuda Life Insurance
Japan
– -$347K -6,700 Closed
PAM
1172
PartnerRe Asset Management
Connecticut
– -$320K -6,188 Closed
BFIC
1173
Bedell Frazier Investment Counselling
California
– -$312K -6,039 Closed
PP
1174
Patten & Patten
Tennessee
– -$284K -5,491 Closed
BFM
1175
Boothbay Fund Management
New York
– -$251K -4,860 Closed
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