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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 %
FTIOP
476
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.38M -$2.17K -49 -0.2%
RIL
477
Rothschild Investment LLC
Illinois
$1.37M +$186K +4,200 +16%
SC
478
SouthState Corp
Florida
$1.37M +$3.72K +84 +0.3%
CCT
479
Chemung Canal Trust
New York
$1.36M +$83.7K +1,890 +7%
VV
480
Verity & Verity
South Carolina
$1.35M +$65.6K +1,481 +5%
TBNY
481
Trustco Bank (New York)
New York
$1.35M -$39.8K -900 -3%
HPIA
482
Hamilton Point Investment Advisors
North Carolina
$1.34M -$2.88K -65 -0.2%
RBA
483
Richard Bernstein Advisors
New York
$1.34M – – –
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
$1.34M +$167K +3,785 +14%
NIMI
485
Natixis Investment Managers International
France
$1.34M -$493K -11,124 -27%
CA
486
Cetera Advisors
Colorado
$1.33M -$131K -2,953 -9%
PTC
487
Philadelphia Trust Company
Pennsylvania
$1.32M +$414K +9,345 +46%
WWM
488
Willingdon Wealth Management
North Carolina
$1.31M -$215K -4,865 -14%
ACM
489
Azimuth Capital Management
Michigan
$1.31M +$53.1K +1,200 +4%
SPC
490
Sigma Planning Corp
Michigan
$1.3M -$121K -2,731 -9%
PP
491
Paloma Partners
Connecticut
$1.3M +$1.3M +29,366 New
ACM
492
Argentus Capital Management
Texas
$1.3M +$218K +4,917 +20%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.3M -$120K -2,721 -9%
RBC
494
Ronald Blue & Co
Georgia
$1.29M -$624K -14,089 -33%
VRS
495
Virginia Retirement Systems
Virginia
$1.29M -$10.3M -231,988 -89%
GIA
496
GHP Investment Advisors
Colorado
$1.29M +$92.5K +2,089 +8%
CAM
497
Columbia Asset Management
Michigan
$1.27M -$314K -7,095 -20%
AB
498
Amalgamated Bank
New York
$1.26M +$324K +7,307 +34%
SSB
499
Sandy Spring Bank
Maryland
$1.25M -$477K -10,774 -28%
JIM
500
Jupiter Investment Management
United Kingdom
$1.24M +$1.24M +28,100 New
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