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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 %
AWA
651
ARS Wealth Advisors
Florida
$667K – – –
PTC
652
Private Trust Company
Ohio
$664K -$1.15M -24,584 -63%
PJSIMP
653
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K – – –
Citadel Advisors
654
Citadel Advisors
Florida
$663K -$6.88M -146,877 -91%
GLA
655
Great Lakes Advisors
Illinois
$659K +$2.29K +49 +0.3%
FFBTD
656
First Financial Bank - Trust Division
Ohio
$658K +$2.85K +61 +0.4%
AFWA
657
Ancora Family Wealth Advisors
Ohio
$656K +$123K +2,621 +23%
MC
658
Middleton & Co
Massachusetts
$654K – – –
OIA
659
Optimum Investment Advisors
Illinois
$652K +$61.3K +1,311 +10%
GG
660
Gofen & Glossberg
Illinois
$651K – – –
MA
661
Montag & Associates
Georgia
$648K +$131K +2,792 +25%
BC
662
Burney Company
Virginia
$644K -$119K -2,521 -16%
HAM
663
Highstreet Asset Management
Ontario, Canada
$644K -$34.9K -746 -5%
PFS
664
Physicians Financial Services
North Carolina
$627K +$627K +13,395 New
LH
665
Lebenthal Holdings
New York
$623K +$191K +4,075 +44%
SSB
666
Sandy Spring Bank
Maryland
$621K -$37.3K -797 -6%
SBH
667
Segall Bryant & Hamill
Illinois
$620K – – –
CIA
668
ClearBridge Investments (Australia)
Australia
$617K -$7.59K -162 -1%
FIM
669
Freedom Investment Management
Connecticut
$615K +$388K +8,292 +171%
CSIC
670
Clifford Swan Investment Counsel
California
$614K – – –
CT
671
Chicago Trust
Illinois
$610K +$10.8K +230 +2%
HSA
672
HBK Sorce Advisory
Pennsylvania
$606K +$749 +16 +0.1%
CM
673
Cornerstone Management
Georgia
$606K +$2.39K +51 +0.4%
CEP
674
Chicago Equity Partners
Illinois
$604K -$7.95K -170 -1%
OMCS
675
Old Mutual Customised Solutions
South Africa
$604K – – –
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