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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 %
SHA
676
Smith Hayes Advisers
Nebraska
$482K -$4.73K -106 -1%
ATC
677
Argent Trust Company
Louisiana
$482K -$447 -10 -0.1%
PIM
678
Penobscot Investment Management
Massachusetts
$482K – – –
KL
679
Kinsight LLC
Alabama
$480K +$170K +3,817 +55%
AP
680
Advisor Partners
California
$479K -$142K -3,179 -23%
GCA
681
Greenwood Capital Associates
South Carolina
$479K -$45 -1 -0%
SACTSONJ
682
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$475K – – –
PIM
683
Parasol Investment Management
Illinois
$474K -$270K -6,055 -36%
CC
684
Cipher Capital
New York
$474K +$474K +10,615 New
SIG
685
Schaller Investment Group
North Carolina
$472K – – –
FA
686
FDx Advisors
Illinois
$472K -$168K -3,763 -26%
TCM
687
Texan Capital Management
Texas
$471K – – –
CPSAC
688
Chas P. Smith & Associates (CPS)
Florida
$470K -$134 -3 -0%
DCM
689
Driehaus Capital Management
Illinois
$469K +$469K +10,500 New
BIC
690
Bridges Investment Counsel
Nebraska
$464K -$165K -3,923 -26%
BIM
691
Bridges Investment Management
Nebraska
$464K – – –
FC
692
Forte Capital
New York
$463K -$1.12K -25 -0.2%
SM
693
Stratton Management
Pennsylvania
$456K +$219K +4,900 +92%
CPA
694
Court Place Advisors
Maryland
$455K – – –
CT
695
Cambridge Trust
Massachusetts
$451K -$264K -5,921 -37%
CCT
696
Country Club Trust
Missouri
$449K – – –
DSC
697
Duncker Streett & Co
Missouri
$449K – – –
CTA
698
Chesley Taft & Associates
Illinois
$448K -$38K -850 -8%
AUB
699
Atlantic Union Bankshares
Virginia
$447K -$8.95K -200 -2%
SAA
700
Southeast Asset Advisors
Georgia
$447K – – –
26 27
28
29 30