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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 %
WA
526
Waverly Advisors
Alabama
$945K +$191K +4,285 +25%
AIA
527
Alerus Investment Advisors
Minnesota
$942K +$119K +2,672 +15%
S
528
SignatureFD
Georgia
$935K +$29.6K +663 +3%
CIBC World Market
529
CIBC World Market
Ontario, Canada
$933K +$521K +11,646 +126%
IEFM
530
IQ EQ Fund Management
Ireland
$922K -$24K -485 -3%
IIM
531
Ipswich Investment Management
Massachusetts
$915K +$42.5K +950 +5%
Nomura Holdings
532
Nomura Holdings
Japan
$913K -$477K -10,711 -34%
BFC
533
Blue Fin Capital
Rhode Island
$904K +$20.8K +465 +2%
SC
534
Stralem & Co
New York
$903K -$47.1M -1,053,749 -98%
DG
535
Davidson & Garrard
Virginia
$902K -$44.7K -1,000 -5%
ADBIC
536
A.D. Beadell Investment Counsel
Wisconsin
$892K +$24.6K +550 +3%
FHA
537
First Horizon Advisors
Tennessee
$890K -$103K -2,311 -10%
KL
538
KWMG LLC
Kansas
$887K -$20.8K -465 -2%
NFG
539
Next Financial Group
Texas
$880K +$217K +4,852 +33%
CI
540
Constellation Investments
Ohio
$876K +$4.47K +100 +0.5%
FT
541
Fiduciary Trust
Massachusetts
$875K -$8.5K -190 -1%
CWM
542
Concert Wealth Management
California
$875K +$96.4K +2,229 +12%
Brown Advisory
543
Brown Advisory
Maryland
$874K +$95.2K +2,128 +12%
KIA
544
Kopp Investment Advisors
Minnesota
$872K -$8.72K -195 -1%
BA
545
Boston Advisors
Massachusetts
$853K +$8.5K +190 +1%
SAM
546
SignalPoint Asset Management
Missouri
$851K +$69K +1,544 +9%
CCM
547
Cohen Capital Management
California
$849K – – –
CIA
548
ClearBridge Investments (Australia)
Australia
$848K -$65K -1,022 -7%
MCM
549
McMillion Capital Management
North Carolina
$847K +$4.47K +100 +0.5%
MYAM
550
Meiji Yasuda Asset Management
Japan
$847K +$44.7K +1,000 +6%
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