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Southern Company
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Overview Fund Activity

1,004 hedge funds and large institutions have $20.3B invested in Southern Company in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 406 increasing their positions, 357 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+18
Holders Change %
+1.83%
% of All Funds
28.06%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.67%
New
70
Increased
406
Reduced
357
Closed
43
Calls
$199M
Puts
$158M
Net Calls
+$40.9M
Net Calls Change
+$10.8M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$86.1M
2
State Street
State Street
Massachusetts
$1.95B
3
Bank of America
Bank of America
North Carolina
$213M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.39B
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
$35.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$26.9M
2
Franklin Resources
Franklin Resources
California
$1.4B
3
O
OppenheimerFunds
New York
$0
4
American Century Companies
American Century Companies
Missouri
$5.23M
5
SC
Stralem & Co
New York
$903K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$5.89M -$2.32M -51,823 -28%
FBNAT
227
FirstMerit Bank N.A. Trustee
Ohio
$5.75M -$72.5K -1,621 -1%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$5.59M – – –
BRCM
229
Bright Rock Capital Management
Massachusetts
$5.41M -$179K -4,000 -3%
LIC
230
Lodestar Investment Counsel
Illinois
$5.39M – – –
AMIM
231
Aull & Monroe Investment Management
Alabama
$5.37M +$8.27K +185 +0.2%
ClearBridge Investments
232
ClearBridge Investments
New York
$5.28M -$457K -10,216 -8%
CAM
233
Carret Asset Management
New York
$5.26M +$21.9K +491 +0.4%
MSA
234
Mason Street Advisors
Wisconsin
$5.25M +$26.2K +585 +0.5%
ABC
235
Associated Banc-Corp
Wisconsin
$5.24M -$44.9K -1,005 -0.8%
American Century Companies
236
American Century Companies
Missouri
$5.23M -$53M -1,185,483 -91%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$5.1M -$44.1K -987 -0.9%
WIC
238
Woodmont Investment Counsel
Tennessee
$5.07M -$238K -5,325 -4%
BFA
239
Bragg Financial Advisors
North Carolina
$5.04M +$278K +6,225 +6%
TC
240
Travelers Companies
Minnesota
$5.01M – – –
CBOA
241
Commonwealth Bank of Australia
Australia
$4.96M +$4.65K +104 +0.1%
NIA
242
Northstar Investment Advisors
Colorado
$4.96M +$170K +3,800 +4%
PAM
243
Private Asset Management
California
$4.93M +$140K +3,140 +3%
RJT
244
Raymond James Trust
Florida
$4.84M +$262K +5,854 +6%
KCM
245
Kanawha Capital Management
Virginia
$4.83M -$6.21K -139 -0.1%
GH
246
GAM Holding
Switzerland
$4.79M +$51.5K +1,153 +1%
MAM
247
Martingale Asset Management
Massachusetts
$4.76M -$1.59M -35,600 -25%
BCM
248
Brookmont Capital Management
Texas
$4.73M -$372K -8,322 -7%
NMERB
249
New Mexico Educational Retirement Board
New Mexico
$4.57M +$268K +6,000 +6%
MOACM
250
Mutual of America Capital Management
New York
$4.52M +$73K +1,632 +2%
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