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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 %
CB
776
Community Bank
New York
$388K – – –
AF
777
Allworth Financial
California
$383K -$40.4K -862 -10%
GT
778
Glenview Trust
Kentucky
$382K +$382K +8,156 New
WSFS
779
Wilmington Savings Fund Society
Delaware
$380K – – –
MWM
780
Modera Wealth Management
New Jersey
$380K +$380K +8,131 New
HTC
781
Haverford Trust Company
Pennsylvania
$376K -$343K -7,331 -48%
UF
782
Univest Financial
Pennsylvania
$376K +$376K +8,041 New
BWP
783
Baldwin Wealth Partners
Massachusetts
$375K -$2.81K -60 -0.7%
LA
784
Lau Associates
Delaware
$374K – – –
MSFP
785
Mark Sheptoff Financial Planning
Connecticut
$374K +$47 +1 +0%
BTW
786
Boston Trust Walden
Massachusetts
$370K – – –
BA
787
Bristlecone Advisors
Washington
$367K +$367K +7,850 New
MHIM
788
MacNealy Hoover Investment Management
Ohio
$366K – – –
CCA
789
Cobblestone Capital Advisors
New York
$366K +$5.43K +116 +2%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366K +$199K +4,249 +119%
GLRA
791
Gerald L. Ray & Associates
Texas
$365K -$18.7K -400 -5%
ST
792
Smithfield Trust
Pennsylvania
$365K +$46.8K +1,000 +15%
VCM
793
Violich Capital Management
California
$364K -$14.2K -303 -4%
GC
794
Grimes & Company
Massachusetts
$364K – – –
IP
795
Isthmus Partners
Wisconsin
$364K – – –
IAMOG
796
Investors Asset Management of Georgia
Georgia
$361K – – –
ISL
797
Ingalls & Snyder LLC
New York
$358K – – –
ABTD
798
Arvest Bank Trust Division
Oklahoma
$357K +$18.8K +401 +6%
FNBTCON
799
First National Bank & Trust Co of Newtown
Pennsylvania
$356K – – –
AA
800
Ancora Advisors
Ohio
$356K – – –
30 31
32
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