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Southern Company
SO

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 %
DSI
501
Daiwa SB Investments
Japan
$1.13M +$144K +3,210 +15%
MDCM
502
Morgan Dempsey Capital Management
Wisconsin
$1.12M +$161K +3,593 +17%
ECM
503
Everence Capital Management
Indiana
$1.11M – – –
FTIOP
504
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.11M -$466K -10,414 -30%
MA
505
MUFG Americas
New York
$1.1M -$5.14K -115 -0.5%
CBOR
506
Community Bank of Raymore
Missouri
$1.08M – – –
HW
507
Hancock Whitney
Mississippi
$1.07M -$122K -2,732 -10%
FMBTD
508
First Midwest Bank Trust Division
Illinois
$1.06M -$50.1K -1,121 -5%
CB
509
Chemical Bank
Michigan
$1.06M -$1.12K -25 -0.1%
WPC
510
Waters Parkerson & Co
Louisiana
$1.05M -$9.44K -211 -0.9%
FNB
511
First Niagara Bank
New York
$1.05M -$65.5K -1,466 -6%
ZCM
512
Zebra Capital Management
Connecticut
$1.04M +$34.1K +763 +3%
DP
513
Dearborn Partners
Illinois
$1.04M -$2.95K -66 -0.3%
NG
514
NatWest Group
United Kingdom
$1.04M +$8.09K +181 +0.8%
PP
515
Palladium Partners
Virginia
$1.01M -$18.8K -420 -2%
CP
516
Camelot Portfolios
Ohio
$1.01M +$743K +16,609 +277%
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$1M -$25.5K -571 -2%
BCM
518
Brookstone Capital Management
Illinois
$997K -$3.63M -81,146 -78%
SAM
519
Symphony Asset Management
California
$997K +$997K +22,300 New
EHWM
520
Eads & Heald Wealth Management
Georgia
$994K +$5.23K +117 +0.5%
DC
521
Deere & Company
Illinois
$988K -$155K -3,459 -14%
CC
522
ClearArc Capital
Ohio
$986K -$19K -426 -2%
PFS
523
Prospera Financial Services
Texas
$986K +$986K +22,053 New
CCP
524
Clarkston Capital Partners
Michigan
$983K – – –
WS
525
Wedbush Securities
California
$969K -$1.21K -27 -0.1%
19 20
21
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