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Southern Company
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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 %
AIS
451
American Investment Services
Massachusetts
$1.49M +$104K +2,322 +7%
BA
452
Bennicas & Associates
California
$1.48M -$44.7K -1,000 -3%
DWA
453
Douglass Winthrop Advisors
New York
$1.48M +$282K +6,300 +23%
CCT
454
Chemung Canal Trust
New York
$1.48M +$31.3K +700 +2%
RFA
455
Reilly Financial Advisors
California
$1.48M +$176K +3,940 +14%
HPIA
456
Hamilton Point Investment Advisors
North Carolina
$1.46M +$81.1K +1,815 +6%
SWP
457
Stratos Wealth Partners
Ohio
$1.45M -$339K -7,589 -19%
HH
458
Hilltop Holdings
Texas
$1.44M -$41.4K -927 -3%
GIA
459
GHP Investment Advisors
Colorado
$1.43M -$8.36K -187 -0.6%
MMPW
460
Mitchell McLeod Pugh & Williams
Alabama
$1.43M +$24.1K +538 +2%
QI
461
Quotient Investors
New York
$1.43M -$1.71M -38,185 -54%
MNBTD
462
Moody National Bank Trust Division
Texas
$1.42M – – –
MCM
463
Murphy Capital Management
New Jersey
$1.42M +$44.7K +1,000 +3%
AB
464
Amalgamated Bank
New York
$1.41M +$40K +895 +3%
TH
465
Timber Hill
Connecticut
$1.41M -$5.54M -123,981 -80%
MCM
466
McRae Capital Management
New Jersey
$1.41M +$13.4K +300 +1%
CWP
467
Capital Wealth Planning
Florida
$1.4M -$9.72K -220 -0.7%
MSS
468
Mitchell Sinkler & Starr
Pennsylvania
$1.4M -$63.9K -1,430 -4%
CFA
469
Carroll Financial Associates
North Carolina
$1.38M +$10.5K +228 +0.8%
SAM
470
Sequent Asset Management
Texas
$1.36M -$89.4K -2,000 -6%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M +$32.4K +724 +2%
CA
472
Cullinan Associates
Kentucky
$1.35M +$320K +7,150 +31%
TCM
473
Telos Capital Management
California
$1.33M +$3K +67 +0.2%
WWM
474
Willingdon Wealth Management
North Carolina
$1.33M +$48.7K +1,089 +4%
TBNY
475
Trustco Bank (New York)
New York
$1.32M -$2.24K -50 -0.2%
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