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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 %
BCM
251
Brookmont Capital Management
Texas
$4.99M +$327K +7,374 +7%
TC
252
Travelers Companies
Minnesota
$4.96M – – –
WAM
253
World Asset Management
Michigan
$4.85M +$37.2K +841 +0.8%
CB
254
Commerce Bank
Missouri
$4.84M -$171K -3,868 -3%
AL
255
AJO LP
Pennsylvania
$4.84M +$62.9K +1,420 +1%
FMLI
256
Fukoku Mutual Life Insurance
Japan
$4.8M +$22.1K +500 +0.5%
KCM
257
Kanawha Capital Management
Virginia
$4.8M +$117K +2,646 +3%
NA
258
Navellier & Associates
Nevada
$4.78M -$27.5M -620,750 -85%
CBOA
259
Commonwealth Bank of Australia
Australia
$4.77M -$39.9K -900 -0.8%
BCM
260
Birmingham Capital Management
Alabama
$4.66M -$57.9K -1,307 -1%
NMERB
261
New Mexico Educational Retirement Board
New Mexico
$4.63M -$173K -3,900 -4%
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.62M -$2.65M -59,801 -36%
PAM
263
Panagora Asset Management
Massachusetts
$4.6M +$881K +19,900 +24%
BFA
264
Bragg Financial Advisors
North Carolina
$4.59M +$361K +8,152 +9%
RJT
265
Raymond James Trust
Florida
$4.56M -$1.05M -23,697 -19%
NIA
266
Northstar Investment Advisors
Colorado
$4.48M +$291K +6,566 +7%
MOACM
267
Mutual of America Capital Management
New York
$4.44M +$139K +3,145 +3%
DekaBank Deutsche Girozentrale
268
DekaBank Deutsche Girozentrale
Germany
$4.42M -$1.89M -42,674 -30%
NB
269
Norinchukin Bank
Japan
$4.4M +$12.6K +284 +0.3%
PAG
270
Private Advisor Group
New Jersey
$4.33M +$1.18M +26,643 +37%
CC
271
Cornerstone Capital
California
$4.31M +$159K +3,590 +4%
TU
272
TDAM USA
Ontario, Canada
$4.27M +$234K +5,294 +6%
PAM
273
Princeton Alpha Management
New Jersey
$4.25M +$3.89M +87,836 +1,066%
HNB
274
Huntington National Bank
Ohio
$4.23M -$133K -2,999 -3%
PAM
275
Private Asset Management
California
$4.22M -$1.45M -32,675 -26%
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