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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 %
PL
601
Perpetual Ltd
Australia
$703K -$67K -1,500 -9%
SJIC
602
St. James Investment Company
Texas
$693K +$151K +3,370 +28%
AL
603
AJO LP
Pennsylvania
$689K -$4.52M -101,285 -87%
SEI Investments
604
SEI Investments
Pennsylvania
$688K -$753K -16,855 -52%
HTC
605
Haverford Trust Company
Pennsylvania
$687K +$146K +3,275 +27%
LIA
606
LBMC Investment Advisors
Tennessee
$687K +$231K +5,163 +51%
SJIM
607
St. Johns Investment Management
Florida
$683K +$34.7K +775 +5%
MCC
608
Mid Continent Capital
Illinois
$674K -$58.1K -1,300 -8%
ACM
609
Argyle Capital Management
Pennsylvania
$673K – – –
VFS
610
VSR Financial Services
Kansas
$673K +$92.1K +2,061 +16%
TFA
611
Transamerica Financial Advisors
Florida
$667K -$281K -6,293 -30%
FTC
612
Farmers Trust Company
Ohio
$665K – – –
WEC
613
Winslow Evans & Crocker
Massachusetts
$664K +$525K +11,736 +375%
FNBOMD
614
First National Bank of Mount Dora
Florida
$653K -$26.8K -600 -4%
HAM
615
Highstreet Asset Management
Ontario, Canada
$648K +$171K +3,830 +36%
AW
616
ACG Wealth
Georgia
$645K -$45.3K -1,013 -7%
Bessemer Group
617
Bessemer Group
New Jersey
$638K -$62.3K -1,393 -9%
AWA
618
ARS Wealth Advisors
Florida
$637K +$68.9K +1,543 +12%
PJSIMP
619
P.J. Schmidt Investment Management (PJS)
Wisconsin
$635K -$388K -8,671 -38%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$631K -$161K -3,697 -20%
SSB
621
Sandy Spring Bank
Maryland
$629K -$264K -5,895 -30%
GLA
622
Great Lakes Advisors
Illinois
$628K +$12.3K +274 +2%
FFBTD
623
First Financial Bank - Trust Division
Ohio
$627K +$201K +4,500 +47%
MC
624
Middleton & Co
Massachusetts
$625K -$36.7K -820 -6%
GG
625
Gofen & Glossberg
Illinois
$622K -$8.94K -200 -1%
23 24
25
26 27