SO icon

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 %
WSC
651
Wellington Shields & Co
New York
$543K +$223 +5 +0%
ISB
652
Iowa State Bank
Iowa
$541K +$77.7K +1,740 +17%
BBNB
653
Baker Boyer National Bank
Washington
$536K -$996K -22,260 -65%
RCYC
654
Richard C. Young & Co
Rhode Island
$534K -$4.98M -111,331 -90%
CC
655
Cadinha & Co
Hawaii
$532K +$8.94K +200 +2%
BT
656
Beacon Trust
New Jersey
$521K -$45.6K -1,020 -8%
PAM
657
Premier Asset Management
Illinois
$521K +$192K +4,299 +58%
HCM
658
Hollencrest Capital Management
California
$520K -$34K -761 -6%
JWS
659
Juncture Wealth Strategies
Arizona
$514K +$206K +4,600 +67%
PAM
660
Palisade Asset Management
Minnesota
$510K -$13.4K -300 -3%
C
661
CFO4Life
Texas
$510K +$30.9K +690 +6%
AFWA
662
Ancora Family Wealth Advisors
Ohio
$510K +$510K +11,408 New
EWM
663
Evercore Wealth Management
New York
$508K -$31.7K -712 -6%
LA
664
Lynch & Associates
Indiana
$506K – – –
RIA
665
Regal Investment Advisors
Michigan
$505K +$6.3K +141 +1%
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$504K +$4.34K +97 +0.9%
BO
667
Bank OZK
Arkansas
$504K +$19.8K +443 +4%
SCM
668
Shelton Capital Management
Colorado
$502K -$671K -15,000 -57%
BBA
669
BLB&B Advisors
Pennsylvania
$502K -$9.21K -206 -2%
HVIA
670
Hudson Valley Investment Advisors
New York
$501K -$48.1K -1,075 -9%
SGCA
671
Steel Grove Capital Advisors
Tennessee
$501K +$8.95K +200 +2%
AP
672
Appleton Partners
Massachusetts
$494K -$69K -1,545 -12%
MA
673
Montag & Associates
Georgia
$494K +$16.2K +363 +3%
Simplex Trading
674
Simplex Trading
Illinois
$490K +$108K +2,417 +28%
SWM
675
SVA Wealth Management
Wisconsin
$486K -$1.79K -40 -0.4%
25 26
27
28 29