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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 %
B
326
BancorpSouth
Mississippi
$3.03M +$23.3K +527 +0.8%
DC
327
Davenport & Co
Virginia
$3M -$87.7K -1,980 -3%
BG
328
Bahl & Gaynor
Ohio
$2.98M -$87.2K -1,970 -3%
DADC
329
D.A. Davidson & Co
Montana
$2.97M -$96.2K -2,175 -3%
WA
330
WFG Advisors
Texas
$2.95M -$423K -9,559 -13%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$2.91M -$93K -2,100 -3%
OCM
332
Orleans Capital Management
Louisiana
$2.89M -$324K -7,315 -10%
DC
333
Deere & Company
Illinois
$2.89M – – –
HC
334
HHG & Company
Connecticut
$2.89M +$286K +6,460 +11%
MA
335
Marshwinds Advisory
Georgia
$2.85M +$1.32M +29,728 +86%
OC
336
Oppenheimer & Co
New York
$2.83M +$274K +6,183 +11%
PNC
337
Park National Corp
Ohio
$2.79M +$578K +13,060 +26%
PA
338
Pinnacle Associates
New York
$2.79M -$22.8K -516 -0.8%
BIA
339
Biondo Investment Advisors
Pennsylvania
$2.77M +$161K +3,644 +6%
GW
340
GW & Wade
Massachusetts
$2.76M -$395K -8,912 -13%
FB
341
Fulton Bank
Pennsylvania
$2.75M +$62.3K +1,408 +2%
Neuberger Berman Group
342
Neuberger Berman Group
New York
$2.75M -$673K -15,193 -20%
CAN
343
Cetera Advisor Networks
California
$2.73M -$39.4K -889 -1%
HB
344
Homrich & Berg
Georgia
$2.73M -$156K -3,526 -5%
M
345
MOTCO
Texas
$2.72M -$228K -5,138 -8%
KRS
346
Kentucky Retirement Systems
Kentucky
$2.71M -$250K -5,646 -8%
TL
347
Tirschwell & Loewy
New York
$2.71M -$60.9K -1,375 -2%
IGIM
348
I.G. Investment Management
Manitoba, Canada
$2.7M -$1.38M -31,077 -34%
NIM
349
NXG Investment Management
Texas
$2.68M – – –
EFS
350
Essex Financial Services
Connecticut
$2.67M -$137K -3,096 -5%
12 13
14
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