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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 %
SAM
601
SignalPoint Asset Management
Missouri
$775K +$10K +226 +1%
SCM
602
Schnieders Capital Management
California
$772K +$72.5K +1,637 +10%
BIC
603
Bridges Investment Counsel
Nebraska
$770K -$13.3K -300 -2%
TYCC
604
Texas Yale Capital Corp
Florida
$764K +$155K +3,500 +25%
SIA
605
Stancorp Investment Advisers
Oregon
$762K -$287K -6,482 -27%
CSS
606
Cubist Systematic Strategies
Connecticut
$759K +$759K +17,132 New
EWM
607
Edge Wealth Management
New York
$755K +$186K +4,202 +33%
NSEDCP
608
NJ State Employees Deferred Compensation Plan
New Jersey
$753K – – –
CT
609
Cambridge Trust
Massachusetts
$753K +$208K +4,700 +38%
RB
610
Rodgers Brothers
Pennsylvania
$738K +$27.1K +612 +4%
CWP
611
Capital Wealth Planning
Florida
$735K +$375K +8,460 +104%
BTNA
612
Bremer Trust National Association
Minnesota
$730K -$105K -2,374 -13%
IWM
613
Integrated Wealth Management
California
$730K +$730K +16,499 New
SCCM
614
Schafer Cullen Capital Management
New York
$729K – – –
JIC
615
Johnson Investment Counsel
Ohio
$727K -$57.6K -1,301 -7%
ATC
616
Adirondack Trust Company
New York
$723K +$26.3K +595 +4%
TSS
617
Thomas Story & Son
Indiana
$717K – – –
MC
618
Middleton & Co
Massachusetts
$711K -$264K -5,969 -27%
SW
619
SVB Wealth
Massachusetts
$711K -$129K -2,915 -15%
CIC
620
Carnegie Investment Counsel
Ohio
$700K +$117K +2,639 +20%
CIM
621
CIM Investment Management
Pennsylvania
$698K – – –
Bank of Nova Scotia
622
Bank of Nova Scotia
Ontario, Canada
$695K +$17.7K +400 +3%
WA
623
Waverly Advisors
Alabama
$694K +$22.2K +500 +3%
BC
624
Burney Company
Virginia
$689K +$3.72K +84 +0.5%
EWMCB
625
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$686K +$64.3K +1,453 +10%
23 24
25
26 27