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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
$3.24B
2
Morgan Stanley
Morgan Stanley
New York
$326M
3
Capital International Investors
Capital International Investors
California
$173M
4
BFA
BlackRock Fund Advisors
California
$1.02B
5
Federated Hermes
Federated Hermes
Pennsylvania
$759M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$17.6M
2
H
Hexavest
Quebec, Canada
$26.4M
3
Renaissance Technologies
Renaissance Technologies
New York
$53.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
RCM
Riverhead Capital Management
Delaware
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
1176
Sanders Morris Harris
Texas
– -$244K -4,727 Closed
DT
1177
Diversified Trust
Tennessee
– -$242K -4,669 Closed
HCM
1178
Howland Capital Management
Massachusetts
– -$229K -4,427 Closed
HL
1179
HeadInvest LLC
Maine
– -$228K -4,406 Closed
QC
1180
QCM Cayman
Texas
– -$228K -4,405 Closed
IIC
1181
Ironwood Investment Counsel
Arizona
– -$212K -4,100 Closed
KP
1182
Keel Point
Alabama
– -$210K -4,065 Closed
HFA
1183
High Falls Advisors
New York
– -$206K -3,987 Closed
WCM
1184
Wealthcare Capital Management
Virginia
– -$173K -3,350 Closed
MBT
1185
Monroe Bank & Trust
Michigan
– -$121K -2,330 Closed
LOAMS
1186
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$101K -1,948 Closed
MUS
1187
Mitsubishi UFJ Securities
Japan
– -$92K -1,770 Closed
CCA
1188
Catalyst Capital Advisors
New York
– -$60K -1,165 Closed
MFT
1189
Moisand Fitzgerald Tamayo
Florida
– -$57K -1,110 Closed
KFA
1190
Kelleher Financial Advisors
New York
– -$53K -1,029 Closed
FAM
1191
Formidable Asset Management
Ohio
– -$39K -800 Closed
3C
1192
361 Capital
Colorado
– -$40K -772 Closed
SMG
1193
Spectrum Management Group
Indiana
– -$37K -708 Closed
IC
1194
IKOS CIF
Cyprus
– -$30K -600 Closed
SHJ
1195
Sharkey, Howes & Javer
Colorado
– -$17K -323 Closed
ADL
1196
Asset Dedication LLC
California
– -$9K -180 Closed
CAL
1197
Capital Analysts LLC
Pennsylvania
– -$9.31K -180 Closed
BWA
1198
Burt Wealth Advisors
Maryland
– -$5K -100 Closed
UFA
1199
US Financial Advisors
Massachusetts
– -$2K -45 Closed
44 45 46 47
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