SO icon

Southern Company
SO

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 %
SW
676
SVB Wealth
Massachusetts
$603K -$13.3K -285 -2%
HAG
677
HighPoint Advisor Group
Illinois
$599K +$599K +12,650 New
RCAG
678
Rehmann Capital Advisory Group
Michigan
$598K -$27.2K -580 -4%
ANI
679
American National Insurance
Texas
$598K – – –
JWS
680
Juncture Wealth Strategies
Arizona
$594K +$56.1K +1,200 +10%
FNBT
681
FineMark National Bank & Trust
Florida
$593K +$7.62K +163 +1%
SL
682
Summitry LLC
California
$592K – – –
SCM
683
Shelton Capital Management
Colorado
$584K +$59K +1,260 +11%
DSC
684
Duncker Streett & Co
Missouri
$581K +$111K +2,360 +23%
DCM
685
Donaldson Capital Management
Indiana
$580K -$12.3K -263 -2%
MIM
686
Marco Investment Management
Georgia
$580K +$4.68K +100 +0.8%
ASN
687
Advisory Services Network
Georgia
$578K -$298K -6,368 -34%
HIC
688
Holderness Investments Company
North Carolina
$574K -$30.8K -657 -5%
CG
689
Clinton Group
New York
$570K +$570K +12,173 New
ISB
690
Iowa State Bank
Iowa
$568K +$1.17K +25 +0.2%
OWP
691
Obermeyer Wealth Partners
Colorado
$566K +$264K +5,637 +87%
EWM
692
Evercore Wealth Management
New York
$565K +$30.8K +657 +6%
LA
693
Lynch & Associates
Indiana
$564K +$34.9K +745 +7%
SSWM
694
Sheets Smith Wealth Management
North Carolina
$561K -$68.7K -1,468 -11%
AP
695
Appleton Partners
Massachusetts
$557K +$40.2K +860 +8%
WAM
696
Weatherly Asset Management
California
$555K +$555K +11,866 New
BBA
697
BLB&B Advisors
Pennsylvania
$552K +$26.9K +575 +5%
HCM
698
Hollencrest Capital Management
California
$544K – – –
ATC
699
Argent Trust Co
Tennessee
$544K +$276K +5,898 +103%
RIA
700
Regal Investment Advisors
Michigan
$541K +$12.4K +265 +2%
26 27
28
29 30