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Southern Company
SO

Overview Fund Activity

1,056 hedge funds and large institutions have $21.4B invested in Southern Company in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 401 increasing their positions, 357 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
+52
Holders Change %
+5.18%
% of All Funds
27.73%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.79%
New
117
Increased
401
Reduced
357
Closed
54
Calls
$252M
Puts
$127M
Net Calls
+$125M
Net Calls Change
+$83.9M

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$171M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.56B
4
BFA
BlackRock Fund Advisors
California
$724M
5
Millennium Management
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$994M
2
State Street
State Street
Massachusetts
$1.98B
3
AI
Analytic Investors
California
$93.4M
4
Deutsche Bank
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
301
RFG Advisory
Alabama
$3.85M -$440K -9,411 -10%
HIM
302
Hanlon Investment Management
New Jersey
$3.85M +$3.85M +82,243 New
BG
303
Bollard Group
Massachusetts
$3.82M +$43.6K +931 +1%
ERIM
304
Eagle Ridge Investment Management
Connecticut
$3.82M +$165K +3,530 +5%
I
305
IberiaBank
Louisiana
$3.76M +$129K +2,749 +4%
FA
306
Financial Advantage
Maryland
$3.74M -$14.9K -318 -0.4%
PDN
307
Pensionfund DSM Netherlands
Netherlands
$3.74M – – –
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
$3.7M +$602K +12,875 +19%
FCM
309
Forester Capital Management
Illinois
$3.67M +$6.55K +140 +0.2%
PNC
310
Park National Corp
Ohio
$3.66M +$182K +3,884 +5%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$3.59M -$67.5K -1,443 -2%
WB
312
WesBanco Bank
West Virginia
$3.57M -$246K -5,250 -6%
FCI
313
Financial Counselors Inc
Kansas
$3.54M -$301K -6,433 -8%
Janus Henderson Group
314
Janus Henderson Group
United Kingdom
$3.52M – – –
BUB
315
BBVA USA Bancshares
Texas
$3.5M -$735K -15,701 -17%
QIM
316
Quantitative Investment Management
Virginia
$3.49M +$3.49M +74,600 New
DCM
317
Dupont Capital Management
Delaware
$3.49M +$499K +10,664 +17%
ZDA
318
Zweig-DiMenna Associates
New York
$3.47M – – –
PAM
319
Panagora Asset Management
Massachusetts
$3.45M -$512K -10,953 -13%
DRS
320
Deane Retirement Strategies
Louisiana
$3.45M +$63.2K +1,350 +2%
TSW
321
Thompson Siegel & Walmsley
Virginia
$3.43M +$2.1M +44,790 +157%
SIG
322
Sky Investment Group
Connecticut
$3.42M -$16.1K -345 -0.5%
B
323
BancorpSouth
Mississippi
$3.37M -$11.4K -244 -0.3%
Victory Capital Management
324
Victory Capital Management
Texas
$3.36M +$1.04M +22,183 +45%
MAM
325
Martingale Asset Management
Massachusetts
$3.35M -$1.63M -34,905 -33%
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