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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
+$147M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$63.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$62M
4
BFA
BlackRock Fund Advisors
California
+$60.8M
5
Millennium Management
Millennium Management
New York
+$45.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$467M
2
State Street
State Street
Massachusetts
-$58.7M
3
AI
Analytic Investors
California
-$49.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$45.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
401
Trust Company
Kansas
$2.34M +$77.2K +1,649 +3%
VFA
402
Voya Financial Advisors
Connecticut
$2.33M +$424K +8,977 +22%
PWW
403
Pettyjohn Wood & White
Virginia
$2.32M +$14K +300 +0.6%
NB
404
NBT Bank
New York
$2.29M -$9.36K -200 -0.4%
WFG
405
Wills Financial Group
Virginia
$2.28M +$275K +5,879 +14%
KIA
406
KCM Investment Advisors
California
$2.28M -$106K -2,263 -4%
APFBOT
407
Amica Pension Fund Board of Trustees
Rhode Island
$2.26M – – –
WSTAM
408
Wilbanks Smith & Thomas Asset Management
Virginia
$2.23M +$37.9K +809 +2%
MM
409
Midas Management
New York
$2.22M – – –
Natixis Advisors
410
Natixis Advisors
Massachusetts
$2.19M -$4.96K -106 -0.2%
TWA
411
Tillar-Wenstrup Advisors
Ohio
$2.19M +$234 +5 +0%
CCC
412
Chelsea Counsel Company
California
$2.18M -$7.02K -150 -0.3%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$2.18M -$197K -4,218 -8%
TB
414
Terril Brothers
Missouri
$2.17M – – –
CCT
415
Chemung Canal Trust
New York
$2.16M +$615K +13,136 +40%
FA
416
FDx Advisors
Illinois
$2.16M +$1.67M +35,661 +338%
MWAC
417
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.16M +$2.16M +46,085 New
RIL
418
Rothschild Investment LLC
Illinois
$2.13M +$140K +3,000 +7%
CCM
419
Catawba Capital Management
Virginia
$2.12M +$515 +11 +0%
AIP
420
ARS Investment Partners
New York
$2.11M -$18.7K -400 -0.9%
NIMI
421
Natixis Investment Managers International
France
$2.08M -$26.7K -571 -1%
MCM
422
Maryland Capital Management
Maryland
$2.07M +$39.8K +850 +2%
GJIC
423
Gamble Jones Investment Counsel
California
$2.06M -$147K -3,152 -7%
BCCM
424
Bridge Creek Capital Management
Massachusetts
$2.05M +$2.05M +43,870 New
Allianz Asset Management
425
Allianz Asset Management
Germany
$2.05M -$808K -17,264 -28%
15 16
17
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