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 %
CSIC
676
Clifford Swan Investment Counsel
California
$528K -$53.1K -1,200 -9%
AF
677
Allworth Financial
California
$528K +$576 +13 +0.1%
HSA
678
HBK Sorce Advisory
Pennsylvania
$524K +$4.12K +93 +0.8%
GCA
679
Greenwood Capital Associates
South Carolina
$523K +$8.85K +200 +2%
DAM
680
Delta Asset Management
Tennessee
$523K +$15.7K +355 +3%
LA
681
Lynch & Associates
Indiana
$522K +$165K +3,720 +46%
WP
682
WealthPLAN Partners
Nebraska
$521K +$521K +11,872 New
DCM
683
Donaldson Capital Management
Indiana
$518K -$38.7K -875 -7%
VAM
684
Visium Asset Management
New York
$518K -$37.7K -851 -7%
TCOTO
685
Trust Company of the Ozarks
Missouri
$517K -$17.7K -400 -3%
FC
686
Forte Capital
New York
$514K +$23.3K +525 +5%
SMC
687
Smith, Moore & Co
Missouri
$512K -$24K -542 -4%
BO
688
Bank OZK
Arkansas
$512K -$442 -10 -0.1%
PAM
689
Palisade Asset Management
Minnesota
$510K +$4.43K +100 +0.9%
SC
690
Savant Capital
Illinois
$506K -$80.4K -1,814 -14%
LW
691
Linscomb Wealth
Texas
$506K +$84.3K +1,902 +20%
AIM
692
Acropolis Investment Management
Missouri
$503K -$21.2K -478 -4%
CM
693
Cornerstone Management
Georgia
$496K -$118K -2,660 -19%
SJIC
694
St. James Investment Company
Texas
$494K +$27K +610 +6%
CCT
695
Country Club Trust
Missouri
$486K -$14.4K -325 -3%
BBA
696
BLB&B Advisors
Pennsylvania
$485K -$11.5K -260 -2%
CG
697
Colony Group
Massachusetts
$485K +$238K +5,385 +97%
SAM
698
Symphony Asset Management
California
$479K +$143K +3,224 +43%
LNWWM
699
Laird Norton Wetherby Wealth Management
California
$478K -$11.7K -264 -2%
PIM
700
Penobscot Investment Management
Massachusetts
$477K -$26.6K -600 -5%
26 27
28
29 30