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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 %
PAM
301
PVG Asset Management
Colorado
$3.63M +$3.63M +82,090 New
BCM
302
Brookstone Capital Management
Illinois
$3.62M +$1.17M +26,450 +48%
VHAM
303
Van Hulzen Asset Management
California
$3.56M +$502K +11,327 +16%
HPC
304
HM Payson & Co
Maine
$3.54M -$1.68M -37,953 -32%
FA
305
Financial Advantage
Maryland
$3.54M +$47.5K +1,072 +1%
WC
306
Whitney & Co
New York
$3.52M +$151K +3,400 +4%
PA
307
Profund Advisors
Maryland
$3.51M -$755K -17,048 -18%
SIM
308
Sentry Investment Management
Wisconsin
$3.44M -$1.6M -36,030 -32%
JWM
309
Jackson Wealth Management
Florida
$3.42M -$241K -5,438 -7%
BG
310
Bollard Group
Massachusetts
$3.4M +$620K +14,005 +22%
MIM
311
Macroview Investment Management
Maryland
$3.4M +$447K +10,101 +15%
PDN
312
Pensionfund DSM Netherlands
Netherlands
$3.37M – – –
ZA
313
Zweig Advisers
Connecticut
$3.28M +$3.28M +74,000 New
LG
314
Laidlaw Group
New York
$3.27M +$82.4K +1,860 +3%
GCMG
315
Gyroscope Capital Management Group
Florida
$3.24M +$136K +3,061 +4%
LMGAM
316
Liberty Mutual Group Asset Management
Massachusetts
$3.23M +$199K +4,490 +7%
SFT
317
Simmons First Trust
Arkansas
$3.21M +$1.05M +23,779 +49%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$3.16M -$204K -4,608 -6%
DRS
319
Deane Retirement Strategies
Louisiana
$3.14M +$3.14M +182,756 New
SIG
320
Sky Investment Group
Connecticut
$3.12M +$57.7K +1,304 +2%
QI
321
Quotient Investors
New York
$3.1M +$1.01M +22,800 +48%
FCM
322
Forester Capital Management
Illinois
$3.1M +$88.6K +2,000 +3%
OI
323
Oakbrook Investments
Illinois
$3.1M +$26.6K +600 +0.9%
ST
324
Spot Trading
Illinois
$3.08M +$3.08M +69,590 New
VAM
325
Visionary Asset Management
Texas
$3.06M +$180K +4,064 +6%
11 12
13
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