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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 %
SC
626
Stralem & Co
New York
$758K -$187K -4,000 -20%
WSC
627
Wellington Shields & Co
New York
$755K +$186K +3,984 +33%
Pacer Advisors
628
Pacer Advisors
Pennsylvania
$751K +$751K +16,061 New
SC
629
Scotia Capital
Ontario, Canada
$740K – – –
CIM
630
CIM Investment Management
Pennsylvania
$737K – – –
LIA
631
LBMC Investment Advisors
Tennessee
$726K +$7.3K +156 +1%
SJIM
632
St. Johns Investment Management
Florida
$726K +$11.2K +240 +2%
TFA
633
Transamerica Financial Advisors
Florida
$724K +$25.5K +544 +4%
CFG
634
Citizens Financial Group
Rhode Island
$724K +$724K +15,378 New
AL
635
AJO LP
Pennsylvania
$722K – – –
SAM
636
Shamrock Asset Management
Texas
$720K -$59K -1,263 -8%
CWP
637
Capital Wealth Planning
Florida
$719K -$763K -16,294 -51%
VFS
638
VSR Financial Services
Kansas
$716K +$11K +235 +2%
CC
639
Cadinha & Co
Hawaii
$711K +$154K +3,300 +28%
PIA
640
Peachtree Investment Advisors
Georgia
$710K -$151K -3,224 -18%
CCS
641
Crosspoint Capital Strategies
California
$710K +$701K +14,271 +7,798%
ACM
642
Argyle Capital Management
Pennsylvania
$704K – – –
NIT
643
NumerixS Investment Technologies
British Columbia, Canada
$697K +$697K +14,900 New
FTC
644
Farmers Trust Company
Ohio
$696K – – –
Fisher Asset Management
645
Fisher Asset Management
Washington
$695K +$228K +4,866 +49%
SCCM
646
Schafer Cullen Capital Management
New York
$693K -$67.9K -1,451 -9%
AW
647
ACG Wealth
Georgia
$687K +$11.3K +241 +2%
FNBOMD
648
First National Bank of Mount Dora
Florida
$681K -$2.34K -50 -0.3%
KL
649
Kinsight LLC
Alabama
$671K +$168K +3,596 +33%
JSAM
650
J. Safra Asset Management
New York
$671K +$671K +14,332 New
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