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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$24.5M +$24.5M +456,946 New
ST
127
Sabal Trust
Florida
$23.6M +$717K +13,372 +3%
AG
128
Aperio Group
California
$23.5M -$795K -14,816 -3%
VDI
129
Vaughan David Investments
Illinois
$22.9M -$90.9K -1,695 -0.4%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$22.6M +$973K +18,150 +5%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$22.5M – – –
ACI
132
AMP Capital Investors
Australia
$22.5M -$1.46M -27,928 -6%
PI
133
Putnam Investments
Massachusetts
$22.2M +$57.9K +1,079 +0.3%
FRAF
134
Första AP-fonden
Sweden
$21.8M +$21.8M +406,852 New
AAM
135
Aberdeen Asset Management
United Kingdom
$21.5M -$494K -9,209 -2%
ASC
136
Atalanta Sosnoff Capital
New York
$21.2M +$20.5M +382,406 +3,155%
BGIM
137
Brandywine Global Investment Management
Pennsylvania
$21M -$210K -3,910 -1%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$20.7M -$3.07M -57,279 -13%
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$20.6M +$6.73M +125,500 +49%
ORIO
140
Old Republic International (ORI)
Illinois
$20.5M – – –
BTS
141
BB&T Securities
Virginia
$20.4M +$2.9M +54,045 +17%
MAM
142
Magellan Asset Management
Australia
$20M -$14.9M -278,592 -43%
JCM
143
Janney Capital Management
Pennsylvania
$19.7M +$19.7M +367,663 New
SOMRS
144
State of Michigan Retirement System
Michigan
$19.3M +$2.42M +45,200 +14%
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$18.9M +$5.79M +107,994 +44%
US Bancorp
146
US Bancorp
Minnesota
$18.8M -$228K -4,250 -1%
RC
147
Randolph Company
Ohio
$18.3M – – –
AIG
148
American International Group
New York
$18.2M -$6.7M -124,893 -27%
BSPF
149
British Steel Pension Fund
United Kingdom
$18.1M -$885K -16,503 -5%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$17.6M -$599M -11,166,995 -97%
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