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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 %
CICI
726
Capital Investment Counsel Inc
North Carolina
$396K +$5.37K +120 +1%
MCMT
727
Moon Capital Management (Tennessee)
Tennessee
$391K -$113K -2,531 -22%
BBHC
728
Brown Brothers Harriman & Co
New York
$391K -$30.4K -680 -7%
HTHT
729
Hemenway Trust Hemenway Trust
New Hampshire
$389K -$53.7K -1,200 -12%
KFC
730
Klingenstein Fields & Co
New York
$388K – – –
DJSG
731
D.J. St. Germain
Massachusetts
$386K – – –
CCA
732
Checchi Capital Advisers
California
$386K +$2.77K +62 +0.7%
KA
733
Kovack Advisors
Florida
$386K +$17.8K +399 +5%
IMOV
734
Investment Management of Virginia
Virginia
$381K +$30.2K +675 +9%
CCM
735
Chilton Capital Management
Texas
$380K – – –
MAA
736
Mraz Amerine & Associates
California
$378K – – –
FWM
737
Frontier Wealth Management
Missouri
$372K +$75.4K +1,688 +25%
CB
738
Community Bank
New York
$371K – – –
GLRA
739
Gerald L. Ray & Associates
Texas
$367K – – –
AIM
740
Advantage Investment Management
Iowa
$365K +$250K +5,583 +216%
WSFS
741
Wilmington Savings Fund Society
Delaware
$363K – – –
VCM
742
Violich Capital Management
California
$361K – – –
BWP
743
Baldwin Wealth Partners
Massachusetts
$361K – – –
EB
744
Eastern Bank
Massachusetts
$361K +$15.9K +355 +5%
LA
745
Lau Associates
Delaware
$358K – – –
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$357K -$89.4K -1,999 -20%
IC
747
Inverness Counsel
New York
$355K +$2.23K +50 +0.6%
SC
748
Savant Capital
Illinois
$353K -$125K -2,790 -26%
AR
749
Advisory Research
Illinois
$353K -$8.93K -200 -2%
BTW
750
Boston Trust Walden
Massachusetts
$353K – – –
28 29
30
31 32