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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 %
SI
626
SII Investments
Wisconsin
$620K -$76.2K -1,722 -11%
OC
627
Oakworth Capital
Alabama
$611K – – –
EGM
628
Engineers Gate Manager
New York
$611K +$611K +13,675 New
SSWM
629
Sheets Smith Wealth Management
North Carolina
$601K +$35K +783 +6%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$597K -$31.6K -706 -5%
SBH
631
Segall Bryant & Hamill
Illinois
$593K – – –
SW
632
SVB Wealth
Massachusetts
$589K -$43.6K -974 -7%
SMC
633
Smith, Moore & Co
Missouri
$588K +$15K +335 +3%
CSIC
634
Clifford Swan Investment Counsel
California
$587K +$35.8K +800 +6%
ECM
635
ETrade Capital Management
Virginia
$587K +$69.2K +1,549 +13%
CEP
636
Chicago Equity Partners
Illinois
$585K – – –
SEC
637
Seven Eight Capital
New York
$582K +$582K +13,028 New
HIC
638
Holderness Investments Company
North Carolina
$578K +$22.7K +507 +4%
HSA
639
HBK Sorce Advisory
Pennsylvania
$578K +$54.2K +1,212 +10%
OMCS
640
Old Mutual Customised Solutions
South Africa
$577K -$233K -5,200 -29%
CM
641
Cornerstone Management
Georgia
$576K +$82K +1,835 +17%
CT
642
Chicago Trust
Illinois
$573K -$91.6K -2,050 -14%
ANI
643
American National Insurance
Texas
$571K – – –
DCM
644
Donaldson Capital Management
Indiana
$566K +$8.95K +200 +2%
SL
645
Summitry LLC
California
$565K – – –
OIA
646
Optimum Investment Advisors
Illinois
$564K +$564K +12,622 New
FNBT
647
FineMark National Bank & Trust
Florida
$560K +$56.8K +1,269 +11%
GCP
648
GSA Capital Partners
United Kingdom
$555K +$555K +12,405 New
MIM
649
Marco Investment Management
Georgia
$550K +$44.7K +1,000 +9%
CAM
650
Congress Asset Management
Massachusetts
$545K +$268 +6 +0%
24 25
26
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