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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 %
CAMG
801
CWA Asset Management Group
Florida
$355K +$355K +7,585 New
ARMT
802
Amica Retiree Medical Trust
Rhode Island
$353K – – –
SDIC
803
South Dakota Investment Council
South Dakota
$347K – – –
MFW
804
Mosaic Family Wealth
Missouri
$343K +$343K +7,346 New
WKWM
805
Walter & Keenan Wealth Management
Indiana
$342K – – –
CBN
806
Cadence Bank NA
Texas
$341K – – –
AWCI
807
Alpine Woods Capital Investors
New York
$337K – – –
EB
808
Eastern Bank
Massachusetts
$336K -$41.1K -879 -11%
HCMNY
809
Howard Capital Management (New York)
New York
$336K +$3.83K +82 +1%
KFP
810
Keystone Financial Planning
Ohio
$335K – – –
MLIC
811
Mandatum Life Insurance Company
Finland
$332K +$332K +7,096 New
CL
812
Choreo LLC
Illinois
$331K +$57.1K +1,220 +21%
SAM
813
Summit Asset Management
Tennessee
$327K – – –
IC
814
Intersect Capital
California
$326K +$841 +18 +0.3%
FIB
815
First Interstate Bank
Montana
$325K – – –
RC
816
RegentAtlantic Capital
New Jersey
$325K +$95.6K +2,042 +42%
NL
817
NWAM LLC
Washington
$324K -$3.04K -65 -0.9%
MWM
818
Mission Wealth Management
California
$322K – – –
BIA
819
Barry Investment Advisors
Massachusetts
$319K -$13.2K -283 -4%
MHIC
820
Marble Harbor Investment Counsel
Massachusetts
$317K – – –
CCM
821
Crossvault Capital Management
Texas
$316K -$1.69K -36 -0.5%
PAMG
822
Patton Albertson Miller Group
Tennessee
$316K – – –
RCAMU
823
Rothschild & Co Asset Management US
Connecticut
$316K +$316K +6,761 New
MYLI
824
Meiji Yasuda Life Insurance
Japan
$313K +$4.67K +100 +2%
CC
825
Courier Capital
New York
$310K +$3.33K +71 +1%
31 32
33
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