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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 %
William Blair & Company
426
William Blair & Company
Illinois
$2.05M -$2.48K -53 -0.1%
GIP
427
Greatmark Investment Partners
Georgia
$2.02M – – –
Toronto Dominion Bank
428
Toronto Dominion Bank
Ontario, Canada
$2.01M -$62.9K -1,343 -3%
SLI
429
Sumitomo Life Insurance
Japan
$2M -$47.3K -1,010 -2%
AAC
430
Asset Advisors Corp
Georgia
$1.99M +$9.82K +210 +0.5%
PCA
431
Personal Capital Advisors
California
$1.98M +$406K +8,671 +26%
CCFCSB
432
Cape Cod Five Cents Savings Bank
Massachusetts
$1.94M -$208K -4,455 -10%
JPMPWA
433
J.P. Morgan Private Wealth Advisors
California
$1.93M -$22.1K -472 -1%
RIG
434
Roosevelt Investment Group
New York
$1.93M +$1.83K +39 +0.1%
AL
435
Agran Libbie
California
$1.92M -$42.1K -900 -2%
HA
436
Hamel Associates
New Jersey
$1.91M +$120K +2,575 +7%
SCM
437
Sterling Capital Management
North Carolina
$1.9M +$233K +4,978 +14%
BKA
438
Brick & Kyle Associates
Pennsylvania
$1.88M -$77.2K -1,650 -4%
HKIM
439
Hayek Kallen Investment Management
Alabama
$1.88M -$13.9K -298 -0.7%
IH
440
IFC Holdings
Florida
$1.86M +$199K +4,260 +12%
UB
441
UMB Bank
Missouri
$1.86M -$64.8K -1,385 -3%
NGA
442
Naples Global Advisors
Florida
$1.84M +$104K +2,218 +6%
PP
443
Prudential plc
United Kingdom
$1.84M +$1.59M +34,000 +628%
DIA
444
Dean Investment Associates
Ohio
$1.81M -$36.2K -773 -2%
SEI Investments
445
SEI Investments
Pennsylvania
$1.8M +$1.08M +23,013 +149%
SFWA
446
Summit Financial Wealth Advisors
Louisiana
$1.79M +$115K +2,452 +7%
PCM
447
Parsons Capital Management
Rhode Island
$1.78M -$59.9K -1,280 -3%
KT
448
Kanaly Trust
Texas
$1.78M -$35.5K -758 -2%
WBC
449
Westpac Banking Corp
Australia
$1.77M -$14.2K -303 -0.8%
MBTD
450
Mechanics Bank - Trust Department
California
$1.77M -$28.1K -600 -2%
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