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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 %
CCM
826
Compton Capital Management
Rhode Island
$273K +$26.5K +600 +11%
YIA
827
YHB Investment Advisors
Connecticut
$272K +$3.06K +69 +1%
FIM
828
Frontier Investment Management
Texas
$270K +$22.2K +500 +9%
PAM
829
Premier Asset Management
Illinois
$269K +$29.9K +675 +13%
BEAM
830
Baker Ellis Asset Management
Washington
$267K -$3.32K -75 -1%
UBWV
831
United Bank (West Virginia)
West Virginia
$267K – – –
MAM
832
Mizuho Asset Management
Japan
$267K +$101K +2,290 +61%
BFIC
833
Bedell Frazier Investment Counselling
California
$267K +$267K +6,039 New
CCM
834
Covington Capital Management
California
$266K +$266K +6,000 New
NL
835
NWAM LLC
Washington
$265K +$265K +5,990 New
FMC
836
First Merchants Corp
Indiana
$264K -$99.3K -2,250 -27%
ST
837
Spinnaker Trust
Maine
$260K – – –
LH
838
Lebenthal Holdings
New York
$259K +$20.3K +460 +9%
FFC
839
First Financial Corp
Indiana
$256K +$1.42K +32 +0.6%
MSU
840
Maple Securities USA
New Jersey
$254K +$254K +5,728 New
CONA
841
Capital One National Association
New York
$250K -$443K -10,000 -64%
CBU
842
CIBC Bank USA
Illinois
$248K -$123K -2,799 -33%
Mirae Asset Global Investments
843
Mirae Asset Global Investments
South Korea
$248K +$248K +5,584 New
JWS
844
Juncture Wealth Strategies
Arizona
$244K +$244K +5,500 New
Simplex Trading
845
Simplex Trading
Illinois
$244K +$244K +5,531 New
FQ
846
First Quadrant
California
$243K -$244K -5,500 -50%
AB
847
Atlas Brown
Kentucky
$243K – – –
IHL
848
Investment House LLC
California
$243K +$133 +3 +0.1%
GI
849
Gradient Investments
Minnesota
$241K -$62.9K -1,422 -21%
GSBTD
850
Glenview State Bank Trust Department
Illinois
$241K – – –
32 33
34
35 36