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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 %
OWD
551
Osborn Williams & Donohoe
Ohio
$846K -$32.4K -735 -4%
CT
552
Coastline Trust
Rhode Island
$840K -$11.2K -250 -1%
DDC
553
Daniel Devine & Co
Florida
$840K – – –
PHIMC
554
Private Harbour Investment Management & Counsel
Ohio
$838K -$8.93K -200 -1%
ASN
555
Advisory Services Network
Georgia
$837K -$90.4K -2,021 -10%
BMO
556
Beck Mack & Oliver
New York
$837K -$58.1K -1,300 -6%
DAM
557
Delta Asset Management
Tennessee
$835K +$47.6K +1,065 +6%
CA
558
CapWealth Advisors
Tennessee
$831K -$6.17K -138 -0.7%
AF
559
Aldebaran Financial
$828K -$22.3K -500 -3%
B
560
Barings
North Carolina
$827K -$264K -5,901 -24%
PIA
561
Peachtree Investment Advisors
Georgia
$822K -$8.94K -200 -1%
EOJOAM
562
E. Ohman J:or Asset Management
Sweden
$818K – – –
ZIC
563
ZWJ Investment Counsel
Georgia
$814K -$8.95K -200 -1%
OPCM
564
Osborne Partners Capital Management
California
$813K -$512K -11,445 -39%
IWM
565
Integrated Wealth Management
California
$811K +$12.6K +281 +2%
ANBTV
566
American National Bank & Trust (Virginia)
Virginia
$809K +$444K +9,940 +122%
WCBA
567
Weaver C. Barksdale & Associates
Tennessee
$805K +$805K +18,020 New
BFA
568
Benedict Financial Advisors
Georgia
$803K +$17.3K +387 +2%
CGT
569
Capital Guardian Trust
California
$802K -$35.8K -800 -4%
SFA
570
Staton Financial Advisors
North Carolina
$799K +$11.2K +250 +1%
ACP
571
Aviance Capital Partners
Florida
$795K -$27K -605 -3%
SCM
572
Schnieders Capital Management
California
$793K +$8.94K +200 +1%
TCOTO
573
Trust Company of the Ozarks
Missouri
$793K +$65.9K +1,475 +9%
SHCM
574
Stokes & Hubbell Capital Management
Louisiana
$789K +$789K +17,645 New
TYCC
575
Texas Yale Capital Corp
Florida
$785K – – –
21 22
23
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