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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.3M
3
BFA
BlackRock Fund Advisors
California
$927M
4
Morgan Stanley
Morgan Stanley
New York
$266M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
201
InterOcean Capital
Illinois
$9.75M +$850K +16,562 +10%
BFG
202
Beacon Financial Group
Texas
$9.74M +$35.1K +674 +0.4%
NPA
203
Nichols & Pratt Advisers
Massachusetts
$9.72M -$25.1K -490 -0.3%
LIM
204
Leavell Investment Management
Alabama
$9.71M -$48.5K -946 -0.5%
IGIM
205
I.G. Investment Management
Manitoba, Canada
$9.62M +$1.44M +28,084 +18%
Daiwa Securities Group
206
Daiwa Securities Group
Japan
$9.52M +$436K +8,500 +5%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$9.45M -$340K -6,625 -3%
SI
208
Stephens Inc
Arkansas
$9.35M +$98.1K +1,913 +1%
AG
209
Advisor Group
Arizona
$9.33M +$577K +11,252 +7%
SIM
210
Sadoff Investment Management
Wisconsin
$9.32M +$51.6K +1,005 +0.6%
Calamos Advisors
211
Calamos Advisors
Illinois
$9.31M +$8.88K +173 +0.1%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$9.16M +$31.4K +612 +0.3%
GHA
213
GW Henssler & Associates
Georgia
$9.09M +$481K +9,378 +6%
Creative Planning
214
Creative Planning
Kansas
$9.09M +$392K +7,634 +5%
O
215
OppenheimerFunds
New York
$8.98M +$2.52M +49,046 +39%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$8.86M -$2.54M -49,600 -22%
URS
217
Utah Retirement Systems
Utah
$8.83M – – –
American Century Companies
218
American Century Companies
Missouri
$8.74M -$3.2M -62,303 -27%
KBC Group
219
KBC Group
Belgium
$8.69M -$2.75M -53,525 -24%
OTPPB
220
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.66M -$125K -2,443 -1%
EVM
221
Eaton Vance Management
Massachusetts
$8.61M +$146K +2,853 +2%
JG
222
Jefferies Group
New York
$8.48M +$3.15M +61,363 +59%
AT
223
Acadia Trust
Maine
$8.3M -$75.3K -1,467 -0.9%
VIA
224
Virtus Investment Advisers
Connecticut
$8.23M +$8.23M +160,376 New
SCM
225
Sterling Capital Management
North Carolina
$8.2M +$82.6K +1,611 +1%
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