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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 %
BFS
751
Bradley Foster & Sargent
Connecticut
$350K -$29K -650 -8%
MHIM
752
MacNealy Hoover Investment Management
Ohio
$350K +$5.37K +120 +2%
AT
753
Argent Trust
Texas
$350K +$26.1K +585 +8%
IP
754
Isthmus Partners
Wisconsin
$348K – – –
BAC
755
Boys Arnold & Co
North Carolina
$347K -$12.1K -272 -3%
GC
756
Grimes & Company
Massachusetts
$347K – – –
IAMOG
757
Investors Asset Management of Georgia
Georgia
$344K – – –
CCA
758
Cobblestone Capital Advisors
New York
$344K – – –
ISL
759
Ingalls & Snyder LLC
New York
$342K +$892 +20 +0.3%
FNBTCON
760
First National Bank & Trust Co of Newtown
Pennsylvania
$340K – – –
AA
761
Ancora Advisors
Ohio
$340K – – –
ARMT
762
Amica Retiree Medical Trust
Rhode Island
$337K – – –
PL
763
Parkwood LLC
Ohio
$336K – – –
Connor, Clark & Lunn Investment Management (CC&L)
764
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$334K -$1.47M -32,900 -81%
SIG
765
Schooner Investment Group
Pennsylvania
$331K -$110K -2,500 -25%
SDIC
766
South Dakota Investment Council
South Dakota
$331K – – –
CCT
767
Capital City Trust
Florida
$330K +$39.7K +886 +14%
CBN
768
Cadence Bank NA
Texas
$326K – – –
WKWM
769
Walter & Keenan Wealth Management
Indiana
$326K +$326K +7,300 New
ABTD
770
Arvest Bank Trust Division
Oklahoma
$323K +$323K +7,230 New
AWCI
771
Alpine Woods Capital Investors
New York
$322K – – –
KFP
772
Keystone Financial Planning
Ohio
$320K – – –
ACM
773
Argentus Capital Management
Texas
$319K -$932K -20,837 -75%
HCMNY
774
Howard Capital Management (New York)
New York
$318K +$3.8K +85 +1%
BIA
775
Barry Investment Advisors
Massachusetts
$318K +$3.94K +88 +1%
29 30
31
32 33