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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 %
ATC
701
Argent Trust Company
Louisiana
$476K -$11.1K -250 -2%
TSW
702
Thompson Siegel & Walmsley
Virginia
$475K -$7.74K -175 -2%
SHA
703
Smith Hayes Advisers
Nebraska
$475K +$47.9K +1,083 +11%
MA
704
Montag & Associates
Georgia
$474K -$13.3K -300 -3%
CC
705
Cadinha & Co
Hawaii
$474K +$93K +2,100 +24%
SACTSONJ
706
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$471K – – –
BIM
707
Bridges Investment Management
Nebraska
$467K – – –
IB
708
Intrust Bank
Kansas
$466K -$4.7K -106 -1%
TCM
709
Texan Capital Management
Texas
$466K – – –
CPSAC
710
Chas P. Smith & Associates (CPS)
Florida
$464K – – –
SIG
711
Schaller Investment Group
North Carolina
$464K – – –
CPA
712
Court Place Advisors
Maryland
$460K – – –
LIA
713
LBMC Investment Advisors
Tennessee
$460K +$94.4K +2,133 +26%
Verition Fund Management
714
Verition Fund Management
Connecticut
$458K +$458K +10,348 New
SSWM
715
Smith Salley Wealth Management
North Carolina
$448K +$1.2K +27 +0.3%
AP
716
Advisor Partners
California
$446K -$15.5K -349 -3%
SIG
717
Schooner Investment Group
Pennsylvania
$446K +$446K +10,000 New
CICI
718
Capital Investment Counsel Inc
North Carolina
$444K -$24.3K -550 -5%
AAM
719
Autus Asset Management
Arizona
$444K – – –
First Manhattan
720
First Manhattan
New York
$443K -$7.03K -159 -2%
SAA
721
Southeast Asset Advisors
Georgia
$443K – – –
FBB
722
Fulton Breakefield Broenniman
Maryland
$442K +$17.9K +4,042 +4%
HTHT
723
Hemenway Trust Hemenway Trust
New Hampshire
$438K -$57.5K -1,300 -12%
DSC
724
Duncker Streett & Co
Missouri
$433K -$4.42K -100 -1%
AUB
725
Atlantic Union Bankshares
Virginia
$430K -$26.1K -590 -6%
27 28
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