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 %
BBNB
701
Baker Boyer National Bank
Washington
$539K -$21.5K -460 -4%
NI
702
Numeric Investors
Massachusetts
$538K +$538K +11,500 New
SC
703
Savant Capital
Illinois
$535K +$166K +3,551 +45%
ICAS
704
Investors Capital Advisory Services
Massachusetts
$534K -$276K -5,915 -34%
CAM
705
Congress Asset Management
Massachusetts
$534K -$36.5K -780 -6%
PAM
706
Palisade Asset Management
Minnesota
$534K – – –
PWLP
707
Prio Wealth Limited Partnership
Massachusetts
$533K +$5.8K +124 +1%
MCMT
708
Moon Capital Management (Tennessee)
Tennessee
$533K +$123K +2,635 +30%
FP
709
FDO Partners
Massachusetts
$529K +$529K +11,315 New
C
710
CFO4Life
Texas
$525K -$8.66K -185 -2%
BO
711
Bank OZK
Arkansas
$525K -$2.81K -60 -0.5%
HVIA
712
Hudson Valley Investment Advisors
New York
$524K – – –
SGCA
713
Steel Grove Capital Advisors
Tennessee
$524K – – –
WF
714
Welch & Forbes
Massachusetts
$519K +$66.2K +1,414 +15%
SHA
715
Smith Hayes Advisers
Nebraska
$518K +$13.4K +287 +3%
MAM
716
Mizuho Asset Management
Japan
$514K +$73.3K +1,567 +17%
PIM
717
Penobscot Investment Management
Massachusetts
$504K – – –
GCA
718
Greenwood Capital Associates
South Carolina
$502K +$47 +1 +0%
AIA
719
Allegis Investment Advisors
Idaho
$499K +$499K +10,662 New
SACTSONJ
720
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$497K – – –
BTNA
721
Bremer Trust National Association
Minnesota
$496K +$79.7K +1,704 +19%
SIG
722
Schaller Investment Group
North Carolina
$494K – – –
TCM
723
Texan Capital Management
Texas
$493K – – –
ZIM
724
Zacks Investment Management
Illinois
$491K +$491K +10,499 New
WT
725
Washington Trust
Rhode Island
$488K +$22.9K +490 +5%
27 28
29
30 31