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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 %
ECM
526
Exchange Capital Management
Michigan
$1.11M +$1.1M +24,853 +13,290%
PP
527
Palladium Partners
Virginia
$1.1M -$204K -4,600 -16%
FA
528
FDx Advisors
Illinois
$1.1M +$351K +7,946 +47%
FHA
529
First Horizon Advisors
Tennessee
$1.09M -$154K -3,471 -12%
AHS
530
Aspiriant Holdings S3
California
$1.08M -$21.8K -492 -2%
CTA
531
Chesley Taft & Associates
Illinois
$1.08M -$266K -6,003 -20%
CBOR
532
Community Bank of Raymore
Missouri
$1.07M – – –
PJSIMP
533
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M -$131K -2,965 -11%
BFC
534
Blue Fin Capital
Rhode Island
$1.07M +$13.3K +300 +1%
CB
535
Chemical Bank
Michigan
$1.06M -$81K -1,830 -7%
Brown Advisory
536
Brown Advisory
Maryland
$1.06M -$48K -1,084 -4%
TWA
537
Tillar-Wenstrup Advisors
Ohio
$1.05M -$1.06M -23,874 -50%
DSI
538
Daiwa SB Investments
Japan
$1.05M -$117K -2,634 -10%
IC
539
Inverness Counsel
New York
$1.05M -$55.8K -1,260 -5%
PFSC
540
Peoples Financial Services Corp
Pennsylvania
$1.03M -$2.21K -50 -0.2%
CA
541
CapWealth Advisors
Tennessee
$1.03M -$227K -5,122 -18%
BHWM
542
Bar Harbor Wealth Management
New Hampshire
$1.02M -$25.1K -566 -2%
CS
543
Candriam SCA
Luxembourg
$1.01M -$450K -10,171 -31%
FNB
544
First Niagara Bank
New York
$1.01M -$121K -2,743 -11%
NPC
545
National Planning Corporation
California
$1.01M -$505K -11,417 -33%
BMO
546
Beck Mack & Oliver
New York
$1M -$26.6K -600 -3%
FMBTD
547
First Midwest Bank Trust Division
Illinois
$1M +$21.2K +480 +2%
IIM
548
Ipswich Investment Management
Massachusetts
$992K – – –
DILH
549
Dai-ichi Life Holdings
Japan
$974K – – –
CCP
550
Clarkston Capital Partners
Michigan
$974K – – –
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