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Southern Company
SO

Overview Fund Activity

1,027 hedge funds and large institutions have $20B invested in Southern Company in 2015 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 428 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
-13
Holders Change %
-1.25%
% of All Funds
27.39%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
79
Increased
428
Reduced
370
Closed
80
Calls
$204M
Puts
$135M
Net Calls
+$69.9M
Net Calls Change
-$26.8M

Top Buyers

1
O
OppenheimerFunds
New York
$94M
2
AI
Analytic Investors
California
$161M
3
Citigroup
Citigroup
New York
$50.9M
4
Goldman Sachs
Goldman Sachs
New York
$171M
5
T
TOBAM
France
$53.4M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.29M
3
Capital Research Global Investors
Capital Research Global Investors
California
$354M
4
EA
Euclid Advisors
Connecticut
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
226
GW Henssler & Associates
Georgia
$5.76M +$173K +3,903 +3%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$5.74M +$421K +9,505 +8%
American Century Companies
228
American Century Companies
Missouri
$5.72M -$64.3M -1,451,683 -92%
NEAM
229
New England Asset Management
Connecticut
$5.72M +$965K +21,788 +20%
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$5.7M +$1.75M +39,485 +44%
GCP
231
GSA Capital Partners
United Kingdom
$5.67M +$2.61M +58,880 +85%
ClearBridge Investments
232
ClearBridge Investments
New York
$5.66M -$2.44M -55,076 -30%
WIC
233
Woodmont Investment Counsel
Tennessee
$5.65M +$2.41M +54,453 +74%
QIM
234
Quantitative Investment Management
Virginia
$5.6M +$5.6M +126,400 New
GXMC
235
Global X Management Company
New York
$5.58M -$41K -927 -0.7%
LIC
236
Lodestar Investment Counsel
Illinois
$5.57M -$1.21M -27,341 -18%
AMIM
237
Aull & Monroe Investment Management
Alabama
$5.41M -$56.2K -1,270 -1%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$5.37M -$275K -6,206 -5%
EIA
239
Edgemoor Investment Advisors
Maryland
$5.36M -$8.19K -185 -0.2%
Two Sigma Investments
240
Two Sigma Investments
New York
$5.24M +$5.24M +118,437 New
JG
241
Jefferies Group
New York
$5.23M +$5.01M +113,163 +2,342%
GH
242
GAM Holding
Switzerland
$5.22M +$36.8K +832 +0.7%
CC
243
Cipher Capital
New York
$5.22M +$3.26M +73,562 +166%
MSA
244
Mason Street Advisors
Wisconsin
$5.19M -$3.17M -71,675 -38%
BRCM
245
Bright Rock Capital Management
Massachusetts
$5.18M +$664K +15,000 +15%
NI
246
Nepsis Inc
Minnesota
$5.15M +$383K +8,645 +8%
ABC
247
Associated Banc-Corp
Wisconsin
$5.13M -$76.3K -1,722 -1%
NPA
248
Nichols & Pratt Advisers
Massachusetts
$5.1M +$35.5K +802 +0.7%
CAM
249
Carret Asset Management
New York
$5.1M +$68.8K +1,553 +1%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$5.06M +$824K +18,600 +19%
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