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Southern Company
SO

Overview Fund Activity

1,056 hedge funds and large institutions have $21.4B invested in Southern Company in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 401 increasing their positions, 357 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
+52
Holders Change %
+5.18%
% of All Funds
27.73%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.79%
New
117
Increased
401
Reduced
357
Closed
54
Calls
$252M
Puts
$127M
Net Calls
+$125M
Net Calls Change
+$83.9M

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$147M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$63.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$62M
4
BFA
BlackRock Fund Advisors
California
+$60.8M
5
Millennium Management
Millennium Management
New York
+$45.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$467M
2
State Street
State Street
Massachusetts
-$58.7M
3
AI
Analytic Investors
California
-$49.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$45.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
501
USCA RIA
Texas
$1.35M +$534K +11,408 +65%
WA
502
WFG Advisors
Texas
$1.34M -$2.17M -46,463 -62%
CIM
503
Cetera Investment Management
California
$1.34M +$1.34M +28,802 New
CAM
504
Columbia Asset Management
Michigan
$1.34M +$70.2K +1,500 +6%
VV
505
Verity & Verity
South Carolina
$1.33M -$10.1K -215 -0.8%
AIS
506
American Investment Services
Massachusetts
$1.32M -$239K -5,100 -15%
JWBC
507
J.W. Burns & Co
New York
$1.3M +$23.7K +506 +2%
BFM
508
Boston Financial Management
Massachusetts
$1.29M -$436K -9,325 -25%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$1.29M -$13.5K -289 -1%
MERSOM
510
Municipal Employees' Retirement System of Michigan
Michigan
$1.28M +$5.62K +120 +0.4%
BVDMP
511
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.27M – – –
CIM
512
CenturyLink Investment Management
Colorado
$1.27M – – –
MSS
513
Mitchell Sinkler & Starr
Pennsylvania
$1.26M -$206K -4,400 -14%
NRS
514
Neville Rodie & Shaw
New York
$1.25M – – –
DE
515
Day & Ennis
Georgia
$1.24M +$1.24M +26,515 New
BCM
516
Brookstone Capital Management
Illinois
$1.24M +$191K +4,085 +18%
OC
517
Oakworth Capital
Alabama
$1.24M +$596K +12,748 +93%
NAM
518
NTV Asset Management
West Virginia
$1.23M -$39.4K -843 -3%
SAA
519
Southeast Asset Advisors
Georgia
$1.22M +$749K +16,017 +160%
ECM
520
Exchange Capital Management
Michigan
$1.21M +$5.33K +114 +0.4%
FUBT
521
First United Bank & Trust
Maryland
$1.2M -$7.49K -160 -0.6%
PFSC
522
Peoples Financial Services Corp
Pennsylvania
$1.19M – – –
ECM
523
Everence Capital Management
Indiana
$1.17M – – –
IC
524
Investment Counsel
Michigan
$1.16M +$1.16M +24,809 New
AIA
525
Alerus Investment Advisors
Minnesota
$1.16M +$170K +3,623 +17%
19 20
21
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