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Southern Company
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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 %
TCOT
751
Trust Company of Toledo
Ohio
$433K – – –
GSBTD
752
Glenview State Bank Trust Department
Illinois
$432K +$154K +3,300 +56%
BRWA
753
B. Riley Wealth Advisors
Florida
$431K -$15K -321 -3%
BBHC
754
Brown Brothers Harriman & Co
New York
$430K +$21K +450 +5%
BC
755
Brinker Capital
Pennsylvania
$426K +$426K +9,104 New
CCT
756
Country Club Trust
Missouri
$424K -$45.7K -979 -10%
SFM
757
Signet Financial Management
New Jersey
$423K +$423K +9,044 New
CAM
758
Cypress Asset Management
Texas
$421K – – –
CK
759
Cohen Klingenstein
New York
$421K – – –
CCA
760
Checchi Capital Advisers
California
$418K +$13K +278 +3%
IB
761
Intrust Bank
Kansas
$416K -$9.5K -203 -2%
PAG
762
Pinnacle Advisory Group
Maryland
$416K +$129K +2,768 +45%
TTWM
763
TCV Trust & Wealth Management
Virginia
$415K – – –
KFC
764
Klingenstein Fields & Co
New York
$415K +$9.35K +200 +2%
SAM
765
Silvercrest Asset Management
New York
$413K +$413K +8,830 New
SCM
766
Salem Capital Management
Massachusetts
$409K -$14K -300 -3%
HTHT
767
Hemenway Trust Hemenway Trust
New Hampshire
$407K – – –
BAC
768
Boys Arnold & Co
North Carolina
$400K +$36.1K +771 +10%
IMOV
769
Investment Management of Virginia
Virginia
$399K – – –
CCM
770
Chilton Capital Management
Texas
$398K – – –
FIM
771
Frontier Investment Management
Texas
$397K +$80.3K +1,716 +25%
MAA
772
Mraz Amerine & Associates
California
$396K – – –
AUB
773
Atlantic Union Bankshares
Virginia
$394K -$74.2K -1,583 -16%
CICI
774
Capital Investment Counsel Inc
North Carolina
$391K -$23.4K -500 -6%
FWM
775
Frontier Wealth Management
Missouri
$390K – – –
29 30
31
32 33