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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 %
TCM
501
Telos Capital Management
California
$1.24M +$134K +3,015 +12%
MA
502
MUFG Americas
New York
$1.24M -$18.2K -411 -1%
VKH
503
Virtu KCG Holdings
New York
$1.23M +$435K +9,828 +55%
SA
504
Strategic Advisors
New York
$1.22M -$477K -10,502 -28%
DP
505
Dearborn Partners
Illinois
$1.22M -$8.75M -197,649 -88%
Teacher Retirement System of Texas
506
Teacher Retirement System of Texas
Texas
$1.21M +$6.2K +140 +0.5%
NAM
507
NTV Asset Management
West Virginia
$1.2M +$15.6K +352 +1%
WFG
508
Wills Financial Group
Virginia
$1.2M +$20.5K +463 +2%
BVDMP
509
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.2M +$115K +2,600 +11%
RFA
510
Reilly Financial Advisors
California
$1.2M +$264K +5,965 +28%
JWBC
511
J.W. Burns & Co
New York
$1.19M +$127K +2,866 +12%
DWA
512
Douglass Winthrop Advisors
New York
$1.19M +$1.19M +26,850 New
NRS
513
Neville Rodie & Shaw
New York
$1.19M – – –
HW
514
Hancock Whitney
Mississippi
$1.18M +$218K +4,918 +23%
BKBG
515
BHF Kleinwort Benson Group
Belgium
$1.18M -$1.21M -27,400 -51%
MERSOM
516
Municipal Employees' Retirement System of Michigan
Michigan
$1.18M -$186K -4,200 -14%
LOAMS
517
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M +$854K +19,135 +276%
MWAC
518
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.16M +$54.4K +1,228 +5%
CFA
519
Carroll Financial Associates
North Carolina
$1.16M +$582K +13,150 +101%
FUBT
520
First United Bank & Trust
Maryland
$1.15M +$31.8K +718 +3%
ZCM
521
Zebra Capital Management
Connecticut
$1.15M -$155K -3,510 -12%
ECM
522
Everence Capital Management
Indiana
$1.14M – – –
NG
523
NatWest Group
United Kingdom
$1.13M -$457K -10,309 -29%
BPC
524
Banque Pictet & Cie
Switzerland
$1.12M -$26.7K -604 -2%
BB
525
Bell Bank
North Dakota
$1.12M +$49.5K +1,118 +5%
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