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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 %
BPBT
626
Boston Private Bank & Trust
Massachusetts
$680K -$37.6K -850 -5%
NFG
627
Next Financial Group
Texas
$678K +$36.3K +820 +6%
Bessemer Group
628
Bessemer Group
New Jersey
$675K -$59.5K -1,344 -8%
FNBOMD
629
First National Bank of Mount Dora
Florida
$670K -$8.18K -185 -1%
ACM
630
Argyle Capital Management
Pennsylvania
$666K – – –
CT
631
Chicago Trust
Illinois
$666K +$666K +15,050 New
SC
632
Scotia Capital
Ontario, Canada
$663K -$48.1K -1,086 -7%
HAM
633
Highstreet Asset Management
Ontario, Canada
$660K +$660K +14,897 New
FTC
634
Farmers Trust Company
Ohio
$659K +$658K +14,882 +99,213%
PL
635
Perpetual Ltd
Australia
$652K – – –
SJIM
636
St. Johns Investment Management
Florida
$639K +$2.7K +61 +0.4%
CEP
637
Chicago Equity Partners
Illinois
$633K +$3.99K +90 +0.6%
BT
638
Beacon Trust
New Jersey
$633K +$56K +1,266 +10%
VFS
639
VSR Financial Services
Kansas
$629K -$90.7K -2,048 -13%
PIM
640
Parasol Investment Management
Illinois
$629K +$34.5K +780 +6%
GG
641
Gofen & Glossberg
Illinois
$625K – – –
SBH
642
Segall Bryant & Hamill
Illinois
$619K +$28.2K +638 +5%
Tudor Investment Corp
643
Tudor Investment Corp
Connecticut
$615K +$296K +6,700 +93%
DTL
644
Dynamic Technology Lab
Singapore
$615K +$404K +9,110 +191%
RIA
645
Regal Investment Advisors
Michigan
$611K -$29.2K -659 -5%
PWLP
646
Prio Wealth Limited Partnership
Massachusetts
$609K -$2.39K -54 -0.4%
GLA
647
Great Lakes Advisors
Illinois
$606K -$5.18K -117 -0.8%
OC
648
Oakworth Capital
Alabama
$605K +$9.34K +211 +2%
NAMA
649
Nikko Asset Management Americas
New York
$603K – – –
MSFP
650
Mark Sheptoff Financial Planning
Connecticut
$598K -$34.3K -775 -5%
24 25
26
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