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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 %
ISB
726
Iowa State Bank
Iowa
$430K +$113K +2,540 +35%
WSFS
727
Wilmington Savings Fund Society
Delaware
$427K -$22.2K -500 -5%
BAC
728
Boys Arnold & Co
North Carolina
$422K +$48.9K +1,106 +13%
TCOT
729
Trust Company of Toledo
Ohio
$419K – – –
ECM
730
ETrade Capital Management
Virginia
$419K +$85.1K +1,923 +25%
CFS
731
Commonwealth Financial Services
West Virginia
$417K +$9.66K +218 +2%
ALA
732
Atherton Lane Advisers
California
$414K -$13.8K -311 -3%
BMC
733
Benin Management Corp
Connecticut
$412K – – –
ST
734
Sabal Trust
Florida
$411K -$17.7K -400 -4%
PPSG
735
Princeton Portfolio Strategies Group
New Jersey
$407K -$177K -3,987 -30%
BBHC
736
Brown Brothers Harriman & Co
New York
$403K – – –
SHGA
737
Sand Hill Global Advisors
California
$403K +$86.2K +1,950 +27%
KFC
738
Klingenstein Fields & Co
New York
$402K -$22K -496 -5%
SCM
739
Salem Capital Management
Massachusetts
$401K – – –
CAM
740
Cypress Asset Management
Texas
$400K -$26.6K -600 -6%
BFS
741
Bradley Foster & Sargent
Connecticut
$400K -$18.8K -425 -4%
CK
742
Cohen Klingenstein
New York
$399K – – –
NYLIM
743
New York Life Investment Management
New York
$394K -$8.86K -200 -2%
Connor, Clark & Lunn Investment Management (CC&L)
744
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$393K -$1.8M -40,600 -82%
PC
745
Passport Capital
California
$392K +$392K +8,850 New
PAMG
746
Patton Albertson Miller Group
Tennessee
$391K -$56.9K -1,286 -13%
GC
747
Grimes & Company
Massachusetts
$388K +$31.2K +704 +9%
QAM
748
Quantres Asset Management
Cayman Islands
$381K -$235K -5,300 -38%
MIM
749
Marco Investment Management
Georgia
$381K – – –
CCA
750
Checchi Capital Advisers
California
$380K +$4.43K +100 +1%
28 29
30
31 32