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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 %
UR
576
USCA RIA
Texas
$780K +$780K +17,451 New
NA
577
Navellier & Associates
Nevada
$778K +$31.1K +696 +4%
JIC
578
Johnson Investment Counsel
Ohio
$778K +$58.8K +1,317 +8%
ICAS
579
Investors Capital Advisory Services
Massachusetts
$775K -$110K -2,469 -12%
AHS
580
Aspiriant Holdings S3
California
$767K +$65.9K +1,474 +9%
W
581
Wealthfront
California
$765K +$434K +9,708 +131%
HIMC
582
Heritage Investors Management Corp
Maryland
$763K -$31.3K -700 -4%
SCM
583
Southport Capital Management
Tennessee
$762K -$33K -739 -4%
FDS
584
First Dallas Securities
Texas
$762K -$29K -649 -4%
AIP
585
Ameritas Investment Partners
Nebraska
$762K – – –
NSEDCP
586
NJ State Employees Deferred Compensation Plan
New Jersey
$760K – – –
Bank of Nova Scotia
587
Bank of Nova Scotia
Ontario, Canada
$753K +$27.3K +610 +4%
SAM
588
Shamrock Asset Management
Texas
$745K -$28.7K -642 -4%
RB
589
Rodgers Brothers
Pennsylvania
$745K – – –
SC
590
Scotia Capital
Ontario, Canada
$741K +$15.1K +337 +2%
RMA
591
Roffman Miller Associates
Pennsylvania
$739K -$85.6K -1,914 -10%
PAM
592
PartnerRe Asset Management
Connecticut
$735K +$1.57K +35 +0.2%
ATC
593
Adirondack Trust Company
New York
$733K -$6.71K -150 -0.9%
FIM
594
Freedom Investment Management
Connecticut
$732K -$433K -2,869 -37%
ST
595
Somerset Trust
Pennsylvania
$729K -$123K -2,756 -14%
SCCM
596
Schafer Cullen Capital Management
New York
$727K – – –
TSS
597
Thomas Story & Son
Indiana
$724K – – –
BC
598
Burney Company
Virginia
$724K +$22.5K +504 +3%
EWM
599
Edge Wealth Management
New York
$704K -$342K -7,706 -33%
CIM
600
CIM Investment Management
Pennsylvania
$704K – – –
22 23
24
25 26