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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 %
PP
551
Palladium Partners
Virginia
$1.02M -$42.1K -900 -4%
DSI
552
Daiwa SB Investments
Japan
$1.01M -$171K -3,664 -14%
ACP
553
Aviance Capital Partners
Florida
$1.01M +$179K +3,825 +21%
SMC
554
Smith, Moore & Co
Missouri
$1M +$386K +8,259 +63%
CWM
555
Concert Wealth Management
California
$994K +$49.9K +1,070 +5%
BHWM
556
Bar Harbor Wealth Management
New Hampshire
$992K -$55.2K -1,181 -5%
IEFM
557
IQ EQ Fund Management
Ireland
$992K +$5.29K +100 +0.5%
HW
558
Hancock Whitney
Mississippi
$987K -$136K -2,905 -12%
EHWM
559
Eads & Heald Wealth Management
Georgia
$969K -$72.4K -1,546 -7%
IIM
560
Ipswich Investment Management
Massachusetts
$967K +$9.36K +200 +1%
GBT
561
Grove Bank & Trust
Florida
$958K +$958K +20,470 New
WA
562
Waverly Advisors
Alabama
$952K -$37.7K -805 -4%
ADBIC
563
A.D. Beadell Investment Counsel
Wisconsin
$934K – – –
CI
564
Constellation Investments
Ohio
$931K +$14K +300 +2%
DG
565
Davidson & Garrard
Virginia
$930K -$14.8K -317 -2%
Brown Advisory
566
Brown Advisory
Maryland
$926K +$12.1K +258 +1%
FT
567
Fiduciary Trust
Massachusetts
$919K +$3.84K +82 +0.4%
KL
568
KWMG LLC
Kansas
$915K -$14.4K -307 -2%
SAM
569
SignalPoint Asset Management
Missouri
$915K +$23K +492 +3%
KIA
570
Kopp Investment Advisors
Minnesota
$913K – – –
BFC
571
Blue Fin Capital
Rhode Island
$911K -$35.1K -750 -4%
IWM
572
Integrated Wealth Management
California
$911K +$62.4K +1,333 +7%
DAM
573
Delta Asset Management
Tennessee
$908K +$34.8K +743 +4%
W
574
Wealthfront
California
$907K +$106K +2,271 +13%
AP
575
Advisor Partners
California
$907K +$406K +8,681 +81%
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