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Southern Company
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Overview Fund Activity

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$711M
2
Citigroup
2
Citigroup
New York
$260M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.29B
4
Wells Fargo
4
Wells Fargo
California
$627M
5
LC
5
LNZ Capital
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
3
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
4
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
1176
Weatherstone Capital Management
Colorado
– – -4,153 Closed
Luther King Capital Management (LKCM)
1177
Luther King Capital Management (LKCM)
Texas
– – -4,066 Closed
MBA
1178
McQueen Ball & Associates
Pennsylvania
– – -3,970 Closed
AAMU
1179
Amundi Asset Management US
Massachusetts
– – -3,913 Closed
MBI
1180
Montrusco Bolton Investments
Quebec, Canada
– – -3,880 Closed
AMAL
1181
Asset Management Advisors LLC
Oklahoma
– – -3,800 Closed
MPI
1182
Mairs & Power Inc
Minnesota
– – -3,770 Closed
TSWM
1183
Triangle Securities Wealth Management
North Carolina
– – -3,762 Closed
EGA
1184
Eagle Global Advisors
Texas
– – -3,757 Closed
Verition Fund Management
1185
Verition Fund Management
Connecticut
– – -3,749 Closed
SEC
1186
Seven Eight Capital
New York
– – -3,428 Closed
FNYS
1187
First New York Securities
New York
– – -3,100 Closed
PI
1188
PineBridge Investments
New York
– – -1,581 Closed
JSAM
1189
J. Safra Asset Management
New York
– – -606 Closed
GWS
1190
Glassman Wealth Services
Virginia
– – -600 Closed
WHG
1191
Westwood Holdings Group
Texas
– – -220 Closed
TIM
1192
Tortoise Investment Management
New York
– – -58 Closed
CIM
1193
Contravisory Investment Management
Massachusetts
– – -47 Closed
RMPWM
1194
Rocky Mountain Private Wealth Management
Texas
– – -4 Closed
Twin Tree Management
1195
Twin Tree Management
Texas
– – – –
LCM
1196
Laurion Capital Management
New York
– – – –
PG
1197
PEAK6 Group
Illinois
– – – –
TH
1198
Timber Hill
Connecticut
– – – –
Simplex Trading
1199
Simplex Trading
Illinois
– – – –
FO
1200
FT Options
Illinois
– – – –
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