SO icon

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 %
HCM
651
Hollencrest Capital Management
California
$590K +$590K +13,326 New
SI
652
SII Investments
Wisconsin
$586K -$42.4K -966 -7%
DC
653
Deschaine & Company
Illinois
$582K -$22.1K -500 -4%
SL
654
Summitry LLC
California
$578K – – –
TTWM
655
TCV Trust & Wealth Management
Virginia
$576K +$54.5K +1,231 +10%
AP
656
Appleton Partners
Massachusetts
$576K +$303K +6,840 +111%
TCM
657
Twin Capital Management
Pennsylvania
$572K -$2.22K -50 -0.4%
RCAG
658
Rehmann Capital Advisory Group
Michigan
$568K +$17.1K +387 +3%
ANI
659
American National Insurance
Texas
$566K – – –
BRWA
660
B. Riley Wealth Advisors
Florida
$565K +$5.76K +130 +1%
AWA
661
ARS Wealth Advisors
Florida
$563K -$19.5K -440 -3%
CWM
662
Concert Wealth Management
California
$558K +$27.7K +849 +5%
MCMT
663
Moon Capital Management (Tennessee)
Tennessee
$555K – – –
HIC
664
Holderness Investments Company
North Carolina
$555K – – –
EWM
665
Evercore Wealth Management
New York
$554K +$111K +2,512 +25%
1GA
666
1st Global Advisors
Texas
$552K -$11.9K -269 -2%
C
667
CFO4Life
Texas
$548K +$208K +4,703 +61%
HVIA
668
Hudson Valley Investment Advisors
New York
$544K +$2.22K +50 +0.4%
SSWM
669
Sheets Smith Wealth Management
North Carolina
$542K +$1.15K +26 +0.2%
SWM
670
SVA Wealth Management
Wisconsin
$540K +$37K +837 +7%
WSC
671
Wellington Shields & Co
New York
$538K +$177 +4 +0%
HTC
672
Haverford Trust Company
Pennsylvania
$535K +$84.1K +1,900 +19%
SWA
673
SFMG Wealth Advisors
Texas
$535K +$283K +6,395 +112%
CA
674
Cornerstone Advisors
North Carolina
$531K -$354K -8,000 -40%
FNBT
675
FineMark National Bank & Trust
Florida
$530K -$87.4K -1,976 -14%
25 26
27
28 29