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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 %
Fisher Asset Management
701
Fisher Asset Management
Washington
$446K +$46K +1,030 +12%
PPSG
702
Princeton Portfolio Strategies Group
New Jersey
$445K -$29.8K -667 -6%
WT
703
Washington Trust
Rhode Island
$445K +$80K +1,790 +22%
WCM
704
Westend Capital Management
California
$438K – – –
AAM
705
Autus Asset Management
Arizona
$436K – – –
HW
706
Hedeker Wealth
Illinois
$436K +$216K +4,831 +98%
WF
707
Welch & Forbes
Massachusetts
$433K -$45.4K -1,014 -9%
BRWA
708
B. Riley Wealth Advisors
Florida
$426K +$60.1K +1,343 +16%
YIA
709
YHB Investment Advisors
Connecticut
$422K +$162K +3,611 +62%
MAM
710
Mizuho Asset Management
Japan
$421K +$51.6K +1,154 +14%
First Manhattan
711
First Manhattan
New York
$420K -$33.5K -749 -7%
LNWWM
712
Laird Norton Wetherby Wealth Management
California
$419K -$31.6K -708 -7%
MMG
713
Monetary Management Group
Missouri
$419K +$101K +2,250 +32%
BMC
714
Benin Management Corp
Connecticut
$416K – – –
TCOT
715
Trust Company of Toledo
Ohio
$413K -$10.1K -225 -2%
LH
716
Lebenthal Holdings
New York
$413K +$81.3K +1,820 +25%
LW
717
Linscomb Wealth
Texas
$412K -$87.5K -1,957 -18%
IB
718
Intrust Bank
Kansas
$406K -$24.6K -551 -6%
SCM
719
Salem Capital Management
Massachusetts
$405K – – –
AF
720
Allworth Financial
California
$404K +$626 +14 +0.2%
CAM
721
Cypress Asset Management
Texas
$403K -$1.12K -25 -0.3%
CK
722
Cohen Klingenstein
New York
$402K – – –
BTNA
723
Bremer Trust National Association
Minnesota
$397K -$127K -2,841 -24%
TTWM
724
TCV Trust & Wealth Management
Virginia
$397K -$4.47K -100 -1%
NYLIM
725
New York Life Investment Management
New York
$397K – – –
27 28
29
30 31