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Southern Company
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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 %
CGT
601
Capital Guardian Trust
California
$839K – – –
OWD
602
Osborn Williams & Donohoe
Ohio
$836K -$60.8K -1,300 -7%
HIMC
603
Heritage Investors Management Corp
Maryland
$831K +$32.9K +703 +4%
CIBC Private Wealth Group
604
CIBC Private Wealth Group
Georgia
$828K -$420K -8,964 -34%
ACS
605
Archford Capital Strategies
Illinois
$826K +$632K +12,906 +326%
Twin Tree Management
606
Twin Tree Management
Texas
$824K +$510K +10,897 +162%
NFG
607
Next Financial Group
Texas
$822K -$98.7K -2,112 -11%
TYCC
608
Texas Yale Capital Corp
Florida
$821K – – –
SA
609
SRH Advisors
Kansas
$815K -$489K -10,450 -37%
ATC
610
Adirondack Trust Company
New York
$811K +$10.3K +210 +1%
WEC
611
Winslow Evans & Crocker
Massachusetts
$805K +$110K +2,350 +16%
SFA
612
Staton Financial Advisors
North Carolina
$802K -$34.4K -735 -4%
SHCM
613
Stokes & Hubbell Capital Management
Louisiana
$802K -$23.2K -497 -3%
JIC
614
Johnson Investment Counsel
Ohio
$798K -$16.5K -352 -2%
AIP
615
Ameritas Investment Partners
Nebraska
$798K – – –
NSEDCP
616
NJ State Employees Deferred Compensation Plan
New Jersey
$795K – – –
ST
617
Somerset Trust
Pennsylvania
$795K +$32.6K +697 +4%
OPCM
618
Osborne Partners Capital Management
California
$793K -$58.5K -1,250 -7%
Bank of Nova Scotia
619
Bank of Nova Scotia
Ontario, Canada
$789K +$468 +10 +0.1%
RB
620
Rodgers Brothers
Pennsylvania
$780K – – –
RBC
621
Ronald Blue & Co
Georgia
$776K -$479K -10,226 -38%
FDS
622
First Dallas Securities
Texas
$765K -$32.7K -699 -4%
SJIC
623
St. James Investment Company
Texas
$761K +$34.9K +746 +5%
RMA
624
Roffman Miller Associates
Pennsylvania
$759K -$14.7K -315 -2%
Bessemer Group
625
Bessemer Group
New Jersey
$759K +$91.7K +1,960 +14%
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