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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 %
CCM
751
Chilton Capital Management
Texas
$376K -$8.85K -200 -2%
MAA
752
Mraz Amerine & Associates
California
$375K – – –
W
753
Wealthfront
California
$375K +$38.8K +876 +12%
IMOV
754
Investment Management of Virginia
Virginia
$370K – – –
CB
755
Community Bank
New York
$367K +$37.3K +843 +11%
BWP
756
Baldwin Wealth Partners
Massachusetts
$366K -$8.85K -200 -2%
GA
757
Geneva Advisors
Illinois
$366K +$487 +11 +0.1%
EB
758
Eastern Bank
Massachusetts
$364K -$4.79K -108 -1%
WF
759
Welch & Forbes
Massachusetts
$363K -$74.5K -1,682 -17%
WT
760
Washington Trust
Rhode Island
$361K -$1.9K -43 -0.5%
FIM
761
Freedom Investment Management
Connecticut
$361K +$8.94K +202 +3%
GLRA
762
Gerald L. Ray & Associates
Texas
$359K – – –
VCM
763
Violich Capital Management
California
$358K -$44.3K -1,000 -11%
ANBTV
764
American National Bank & Trust (Virginia)
Virginia
$358K -$19.9K -450 -5%
MMG
765
Monetary Management Group
Missouri
$358K – – –
PL
766
Parkwood LLC
Ohio
$358K +$38.6K +873 +12%
BFM
767
Boothbay Fund Management
New York
$358K +$358K +8,088 New
LA
768
Lau Associates
Delaware
$354K – – –
AR
769
Advisory Research
Illinois
$354K +$9.07K +205 +3%
Mariner
770
Mariner
Kansas
$351K +$76.1K +1,716 +28%
BTW
771
Boston Trust Walden
Massachusetts
$350K -$4.43K -100 -1%
IAMOG
772
Investors Asset Management of Georgia
Georgia
$347K – – –
HCM
773
Hodges Capital Management
Texas
$343K -$24.3K -550 -7%
MHIM
774
MacNealy Hoover Investment Management
Ohio
$342K -$12.2K -275 -3%
BST
775
Bath Savings Trust
Maine
$341K -$14K -315 -4%
29 30
31
32 33