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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 %
BA
451
Bennicas & Associates
California
$1.53M -$126K -2,850 -8%
FCCM
452
First City Capital Management
Georgia
$1.53M +$5.05K +114 +0.3%
NGA
453
Naples Global Advisors
Florida
$1.53M +$79.1K +1,787 +5%
Jacobs Levy Equity Management
454
Jacobs Levy Equity Management
New Jersey
$1.53M +$780K +17,610 +104%
BBNB
455
Baker Boyer National Bank
Washington
$1.52M – – –
WPC
456
Waters Parkerson & Co
Louisiana
$1.51M +$15.3K +346 +1%
TH
457
Timber Hill
Connecticut
$1.49M +$1.49M +33,535 New
ANRIA
458
American National Registered Investment Advisor
Texas
$1.48M -$33.2K -750 -2%
CHC
459
City Holding Co
West Virginia
$1.48M +$86.2K +1,947 +6%
TCOV
460
Trust Company of Vermont
Vermont
$1.48M +$1.37K +31 +0.1%
AIS
461
American Investment Services
Massachusetts
$1.47M -$37.2K -839 -2%
WRM
462
Westport Resources Management
Connecticut
$1.47M +$14.1K +319 +1%
NI
463
Nuance Investments
Missouri
$1.47M +$1.47M +33,163 New
NMIMC
464
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M +$1.47M +33,080 New
ICOA
465
Investment Centers of America
North Dakota
$1.44M +$6.05K +137 +0.4%
HH
466
Hilltop Holdings
Texas
$1.44M +$263K +5,929 +22%
SAM
467
Sequent Asset Management
Texas
$1.43M -$332K -7,486 -19%
OPCM
468
Osborne Partners Capital Management
California
$1.41M – – –
FSC
469
Fiduciary Services Corp
Georgia
$1.41M +$177 +4 +0%
MNBTD
470
Moody National Bank Trust Division
Texas
$1.41M -$9.74K -220 -0.7%
IH
471
IFC Holdings
Florida
$1.41M +$223K +5,060 +19%
AAMU
472
AEGON Asset Management (UK)
United Kingdom
$1.41M +$1.41M +31,772 New
MC
473
Moors & Cabot
Massachusetts
$1.4M -$208K -4,701 -13%
MMPW
474
Mitchell McLeod Pugh & Williams
Alabama
$1.39M -$16.2K -366 -1%
MCM
475
McRae Capital Management
New Jersey
$1.38M -$137K -3,100 -9%
17 18
19
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