SO icon

Southern Company
SO

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
+$80.1M
2
State Street
State Street
Massachusetts
+$70.2M
3
Bank of America
Bank of America
North Carolina
+$48.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$48.2M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$35.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$152M
2
Franklin Resources
Franklin Resources
California
-$148M
3
O
OppenheimerFunds
New York
-$89.1M
4
American Century Companies
American Century Companies
Missouri
-$53M
5
SC
Stralem & Co
New York
-$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
401
Agran Libbie
California
$1.88M -$8.94K -200 -0.5%
BKA
402
Brick & Kyle Associates
Pennsylvania
$1.87M +$14.5K +325 +0.8%
JPMPWA
403
J.P. Morgan Private Wealth Advisors
California
$1.87M -$15.6M -348,689 -89%
CIC
404
Carnegie Investment Counsel
Ohio
$1.84M +$948K +20,762 +106%
UB
405
UMB Bank
Missouri
$1.84M +$30.4K +680 +2%
RIG
406
Roosevelt Investment Group
New York
$1.84M +$93K +2,080 +5%
HKIM
407
Hayek Kallen Investment Management
Alabama
$1.81M -$81.4K -1,822 -4%
VFA
408
Voya Financial Advisors
Connecticut
$1.78M +$70.2K +1,585 +4%
OPTFSNA
409
Old Point Trust & Financial Services N A
Virginia
$1.78M +$13.4K +300 +0.8%
DIA
410
Dean Investment Associates
Ohio
$1.76M +$1.7K +38 +0.1%
PCM
411
Parsons Capital Management
Rhode Island
$1.76M -$25.7K -575 -1%
ONB
412
Old National Bancorp
Indiana
$1.76M -$88.6K -1,983 -5%
GT
413
Glenmede Trust
Pennsylvania
$1.74M +$106K +2,375 +6%
KT
414
Kanaly Trust
Texas
$1.74M +$86.9K +1,944 +5%
PTC
415
Private Trust Company
Ohio
$1.73M -$19K -426 -1%
MBTD
416
Mechanics Bank - Trust Department
California
$1.72M +$447 +10 +0%
WBC
417
Westpac Banking Corp
Australia
$1.71M +$1.45M +32,395 +558%
HA
418
Hamel Associates
New Jersey
$1.7M -$321K -7,175 -16%
Mariner
419
Mariner
Kansas
$1.7M -$235K -5,268 -12%
NGA
420
Naples Global Advisors
Florida
$1.66M -$14.5K -325 -0.9%
Fiera Capital (Canada)
421
Fiera Capital (Canada)
Quebec, Canada
$1.65M – – –
SFT
422
Simmons First Trust
Arkansas
$1.65M -$1.55M -34,629 -48%
BFM
423
Boston Financial Management
Massachusetts
$1.65M -$708K -15,849 -30%
WRHAM
424
W.R. Huff Asset Management
Florida
$1.64M -$22.3K -500 -1%
CNBT
425
Canandaigua National Bank & Trust
New York
$1.63M +$16.1K +360 +1%
15 16
17
18 19