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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.

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 %
FC
726
Forte Capital
New York
$485K – – –
BIM
727
Bridges Investment Management
Nebraska
$484K -$32.7K -700 -6%
PAM
728
Premier Asset Management
Illinois
$483K -$63.2K -1,350 -12%
BT
729
Beacon Trust
New Jersey
$482K -$64.1K -1,369 -12%
PPSG
730
Princeton Portfolio Strategies Group
New Jersey
$482K +$16.4K +350 +4%
SI
731
SII Investments
Wisconsin
$475K -$187K -3,965 -28%
PIM
732
Parasol Investment Management
Illinois
$474K -$22.2K -475 -4%
CT
733
Cambridge Trust
Massachusetts
$470K -$2.81K -60 -0.6%
CTA
734
Chesley Taft & Associates
Illinois
$469K – – –
DJSG
735
D.J. St. Germain
Massachusetts
$466K +$61.8K +1,320 +15%
PL
736
Parkwood LLC
Ohio
$465K +$114K +2,428 +32%
BIC
737
Bridges Investment Counsel
Nebraska
$464K – – –
SM
738
Stratton Management
Pennsylvania
$461K -$16.4K -350 -3%
CPA
739
Court Place Advisors
Maryland
$458K -$18.7K -400 -4%
Cetera Investment Advisers
740
Cetera Investment Advisers
Illinois
$458K +$458K +9,754 New
First Manhattan
741
First Manhattan
New York
$451K +$11.6K +249 +3%
YIA
742
YHB Investment Advisors
Connecticut
$450K +$8.75K +187 +2%
LNWWM
743
Laird Norton Wetherby Wealth Management
California
$449K +$10K +214 +2%
LW
744
Linscomb Wealth
Texas
$445K +$13.4K +287 +3%
KA
745
Kovack Advisors
Florida
$445K +$40.8K +872 +10%
SWM
746
SVA Wealth Management
Wisconsin
$439K -$70.1K -1,498 -14%
CPSAC
747
Chas P. Smith & Associates (CPS)
Florida
$438K -$54.3K -1,160 -11%
AAM
748
Autus Asset Management
Arizona
$438K -$18.7K -400 -4%
BMC
749
Benin Management Corp
Connecticut
$435K – – –
MMG
750
Monetary Management Group
Missouri
$434K -$4.68K -100 -1%
28 29
30
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