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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
+$35.4M
3
Citigroup
Citigroup
New York
+$30.4M
4
Goldman Sachs
Goldman Sachs
New York
+$29.5M
5
T
TOBAM
France
+$26.2M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.02B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$193M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$177M
4
EA
Euclid Advisors
Connecticut
-$104M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
426
Sterne Agee Group
Alabama
$1.73M -$212K -4,795 -11%
MSR
427
Main Street Research
Connecticut
$1.73M +$417K +9,425 +32%
VFA
428
Voya Financial Advisors
Connecticut
$1.72M +$1.72M +38,813 New
RIG
429
Roosevelt Investment Group
New York
$1.72M -$11.1K -250 -0.6%
Los Angeles Capital Management
430
Los Angeles Capital Management
California
$1.72M -$9.16M -206,870 -84%
PTC
431
Private Trust Company
Ohio
$1.72M -$38.9K -879 -2%
MBTD
432
Mechanics Bank - Trust Department
California
$1.72M -$18.2K -410 -1%
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$1.71M -$440K -9,940 -20%
PMG
434
ProVise Management Group
Florida
$1.7M +$167K +3,764 +11%
MSS
435
Mitchell Sinkler & Starr
Pennsylvania
$1.69M -$137K -3,085 -7%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$1.67M -$722K -16,300 -30%
AW
437
ACG Wealth
Georgia
$1.67M +$479K +10,825 +40%
BCP
438
Blue Chip Partners
Michigan
$1.66M +$57.7K +1,302 +4%
HCM
439
Hengehold Capital Management
Ohio
$1.65M -$12.9K -292 -0.8%
WRHAM
440
W.R. Huff Asset Management
Florida
$1.65M -$167K -3,765 -9%
SFWA
441
Summit Financial Wealth Advisors
Louisiana
$1.64M -$255K -5,872 -13%
Natixis Advisors
442
Natixis Advisors
Massachusetts
$1.61M +$306K +6,911 +23%
GT
443
Glenmede Trust
Pennsylvania
$1.61M -$72.3K -1,633 -4%
CNBT
444
Canandaigua National Bank & Trust
New York
$1.61M +$332K +7,493 +26%
CCIA
445
Campbell & Co Investment Adviser
Maryland
$1.6M +$457K +10,322 +40%
OPTFSNA
446
Old Point Trust & Financial Services N A
Virginia
$1.59M -$31K -700 -2%
KT
447
Kanaly Trust
Texas
$1.57M -$443 -10 -0%
D.E. Shaw & Co
448
D.E. Shaw & Co
New York
$1.57M +$1.57M +35,332 New
William Blair & Company
449
William Blair & Company
Illinois
$1.55M -$51K -1,152 -3%
FC
450
FCA Corp
Texas
$1.54M +$17K +383 +1%
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