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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
$86.1M
2
State Street
State Street
Massachusetts
$1.95B
3
Bank of America
Bank of America
North Carolina
$213M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.39B
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
$35.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$26.9M
2
Franklin Resources
Franklin Resources
California
$1.4B
3
O
OppenheimerFunds
New York
$0
4
American Century Companies
American Century Companies
Missouri
$5.23M
5
SC
Stralem & Co
New York
$903K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
801
Compton Capital Management
Rhode Island
$276K – – –
PAG
802
Pinnacle Advisory Group
Maryland
$274K +$274K +6,137 New
PAIA
803
Park Avenue Institutional Advisers
New York
$270K -$4.29K -96 -2%
BFIC
804
Bedell Frazier Investment Counselling
California
$270K – – –
SHGA
805
Sand Hill Global Advisors
California
$268K – – –
KLWA
806
Kelly Lawrence W & Associates
California
$268K +$134K +3,000 +100%
FIM
807
Frontier Investment Management
Texas
$267K +$31.5K +800 +13%
HCM
808
Hodges Capital Management
Texas
$266K -$2.23K -50 -0.8%
GSBTD
809
Glenview State Bank Trust Department
Illinois
$266K – – –
VAM
810
Verity Asset Management
North Carolina
$265K – – –
HFM
811
Hartford Financial Management
Connecticut
$265K +$715 +16 +0.3%
CCM
812
Covington Capital Management
California
$264K – – –
CL
813
Choreo LLC
Illinois
$262K -$8.05K -180 -3%
GI
814
Gradient Investments
Minnesota
$261K – – –
CCG
815
Chatham Capital Group
Georgia
$261K +$2.15K +48 +0.8%
CBT
816
Central Bank & Trust
Kentucky
$260K -$11.1K -250 -4%
CONA
817
Capital One National Association
New York
$258K +$5.55K +124 +2%
MBT
818
Montecito Bank & Trust
California
$256K +$20.5K +458 +9%
MGIA
819
Moneta Group Investment Advisors
Missouri
$256K +$256K +5,722 New
ATC
820
Argent Trust Co
Tennessee
$255K -$46.3K -1,040 -15%
SWA
821
SFMG Wealth Advisors
Texas
$255K -$1.96K -44 -0.8%
WC
822
Whitnell & Co
Illinois
$254K – – –
CPO
823
Cerity Partners OCIO
New York
$254K +$254K +5,688 New
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$249K +$249K +5,571 New
HF
825
HRT Financial
New York
$247K +$247K +5,536 New
31 32
33
34 35