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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 %
QI
201
Qualcomm Inc
California
$10.4M – – –
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$10.2M -$461K -8,604 -4%
LIM
203
Leavell Investment Management
Alabama
$10.2M -$127K -2,375 -1%
NPA
204
Nichols & Pratt Advisers
Massachusetts
$10.2M +$134K +2,500 +1%
LM
205
Luminus Management
Texas
$9.83M +$9.83M +183,210 New
FAF
206
Fjarde Ap-fonden
Sweden
$9.79M +$345K +6,437 +4%
BFG
207
Beacon Financial Group
Texas
$9.74M +$2.09K +40 +0%
Calamos Advisors
208
Calamos Advisors
Illinois
$9.72M +$3.54K +66 +0%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$9.72M -$126K -2,354 -1%
SIM
210
Sadoff Investment Management
Wisconsin
$9.69M +$21.5K +400 +0.2%
SI
211
Stephens Inc
Arkansas
$9.68M +$957K +17,837 +11%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$9.55M +$212K +3,953 +2%
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.54M +$1.61M +30,100 +20%
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$9.5M +$5.31M +98,950 +127%
FFIC
215
First Fiduciary Investment Counsel
Ohio
$9.37M +$801K +19,116 +9%
IC
216
InterOcean Capital
Illinois
$9.3M -$1.08M -20,144 -10%
URS
217
Utah Retirement Systems
Utah
$9.23M +$483K +9,000 +6%
OTPPB
218
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.19M -$391K -7,298 -4%
BCM
219
Buckhead Capital Management
Georgia
$9.18M +$601K +11,209 +7%
ZIG
220
Zurich Insurance Group
Switzerland
$9.18M +$6.33K +118 +0.1%
AG
221
Advisor Group
Arizona
$9.15M +$9.15M +170,580 New
Creative Planning
222
Creative Planning
Kansas
$9.09M +$974K +18,160 +12%
GHA
223
GW Henssler & Associates
Georgia
$9M +$848K +15,816 +10%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$9M +$463K +8,641 +5%
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$8.86M +$768K +14,317 +9%
7 8
9
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