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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.

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
1
Pictet Asset Management (UK)
United Kingdom
$171M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
BFA
4
BlackRock Fund Advisors
California
$724M
5
Millennium Management
5
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$994M
2
State Street
2
State Street
Massachusetts
$1.98B
3
AI
3
Analytic Investors
California
$93.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$496M
Name Market Value Shares Shares
Change 		Shares
Change %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$75.4M 1,611,500 -45,300 -3%
AllianceBernstein
52
AllianceBernstein
Tennessee
$75.3M 1,608,586 -45,087 -3%
Canada Life
53
Canada Life
Manitoba, Canada
$74.9M 1,599,132 +388,161 +32%
T
54
TOBAM
France
$72.6M 1,551,073 -148,542 -9%
CS
55
Credit Suisse
Switzerland
$71.5M 1,527,683 +120,312 +9%
CA
56
Cortland Advisers
Delaware
$70.2M 1,500,000 – –
TCIM
57
TIAA CREF Investment Management
New York
$70.1M 1,498,024 +108,397 +8%
MTB
58
Mizuho Trust & Banking
Japan
$65.4M 1,383,202 +9,150 +0.7%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$63.8M 1,362,714 +1,362,714 New
GC
60
Guggenheim Capital
Illinois
$63.1M 1,348,945 -269,112 -17%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$63.1M 1,348,173 +86,034 +7%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$61.4M 1,313,030 +88,372 +7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$60.4M 1,290,327 -15,316 -1%
WHG
64
Westwood Holdings Group
Texas
$59.4M 1,269,100 +13,575 +1%
BJ
65
BlackRock Japan
Japan
$58.2M 1,242,984 -6,603 -0.5%
Stifel Financial
66
Stifel Financial
Missouri
$56.6M 1,210,338 +105,579 +10%
Principal Financial Group
67
Principal Financial Group
Iowa
$56.2M 1,201,611 +38,386 +3%
Prudential Financial
68
Prudential Financial
New Jersey
$54.7M 1,168,487 -3,110 -0.3%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$54.6M 1,167,207 +5,080 +0.4%
CIM
70
Confluence Investment Management
Missouri
$53.3M 1,139,849 +64,315 +6%
AQR Capital Management
71
AQR Capital Management
Connecticut
$53M 1,132,632 -145,139 -11%
Barclays
72
Barclays
United Kingdom
$49M 1,064,516 -65,756 -6%
SO
73
STRS Ohio
Ohio
$47.2M 1,008,187 -3,112 -0.3%
LC
74
LNZ Capital
New York
$45.2M 965,000 +965,000 New
Millennium Management
75
Millennium Management
New York
$45.2M 965,000 +965,000 New
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