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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 %
AA
776
Ancora Advisors
Ohio
$337K -$373K -7,600 Closed
KL
777
Kinsight LLC
Alabama
$337K +$28.2K +635 +9%
ARMT
778
Amica Retiree Medical Trust
Rhode Island
$334K – – –
IP
779
Isthmus Partners
Wisconsin
$333K – – –
ISL
780
Ingalls & Snyder LLC
New York
$332K -$17.7K -400 -5%
WCM
781
Westend Capital Management
California
$332K +$313K +7,025 +1,634%
MCM
782
MAI Capital Management
Ohio
$331K -$73.3K -1,656 -18%
SDIC
783
South Dakota Investment Council
South Dakota
$328K – – –
Fisher Asset Management
784
Fisher Asset Management
Washington
$324K -$37.7K -852 -10%
BAM
785
Berkshire Asset Management
Pennsylvania
$324K +$69.2K +1,565 +27%
MCM
786
Maple Capital Management
Vermont
$323K +$4.39K +99 +1%
SAM
787
Summit Asset Management
Tennessee
$323K +$323K +7,285 New
KA
788
Kovack Advisors
Florida
$323K +$323K +7,305 New
DJSG
789
D.J. St. Germain
Massachusetts
$322K -$8.33K -188 -3%
AT
790
Argent Trust
Texas
$321K +$4.78K +108 +2%
AWCI
791
Alpine Woods Capital Investors
New York
$319K -$31K -700 -9%
KFP
792
Keystone Financial Planning
Ohio
$317K -$407K -9,213 -56%
SCA
793
Salient Capital Advisors
Texas
$316K +$6.15K +139 +2%
CBN
794
Cadence Bank NA
Texas
$314K – – –
FNBTCON
795
First National Bank & Trust Co of Newtown
Pennsylvania
$313K – – –
RMCM
796
Reynders McVeigh Capital Management
Massachusetts
$310K -$7.98K -180 -3%
CCA
797
Cobblestone Capital Advisors
New York
$310K +$11.1K +250 +4%
LCM
798
Laurion Capital Management
New York
$310K +$310K +7,000 New
HCMNY
799
Howard Capital Management (New York)
New York
$307K +$3.36K +76 +1%
TC
800
Trust Company
Kansas
$307K +$307K +6,924 New
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