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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 %
AB
826
Atlas Brown
Kentucky
$246K – – –
IHL
827
Investment House LLC
California
$246K +$134 +3 +0.1%
Mirae Asset Global Investments
828
Mirae Asset Global Investments
South Korea
$245K -$4.99K -112 -2%
ST
829
Spinnaker Trust
Maine
$245K +$8.04K +180 +3%
FHC
830
First Heartland Consultants
Missouri
$245K +$15.3K +344 +7%
UBWV
831
United Bank (West Virginia)
West Virginia
$243K +$26.8K +600 +12%
PP
832
Prudential plc
United Kingdom
$242K – – –
FBT
833
First Bankers Trust
Kentucky
$240K – – –
HC
834
Hourglass Capital
Texas
$238K – – –
BAS
835
Brown Advisory Securities
Maryland
$238K +$238K +5,363 New
GLI
836
Guardian Life Insurance
New York
$237K +$59.4K +1,332 +33%
DWT
837
Dorsey & Whitney Trust
South Dakota
$235K -$7.35K -164 -3%
LI
838
LMCG Investments
Massachusetts
$235K – – –
BEAM
839
Baker Ellis Asset Management
Washington
$230K -$30.1K -674 -12%
PSI
840
Pinnacle Summer Investments
Virginia
$230K +$98K +2,210 +74%
DLHL
841
Donald L. Hagan LLC
Florida
$229K +$229K +5,131 New
FANJ
842
Financial Architects (New Jersey)
New Jersey
$228K +$19.6K +439 +9%
PFM
843
Parsec Financial Management
North Carolina
$227K +$9.22K +206 +4%
NAMA
844
Nikko Asset Management Americas
New York
$226K -$301K -6,800 -57%
AWA
845
AmeriServ Wealth Advisors
Pennsylvania
$225K -$14.4K -322 -6%
HT
846
HighTower Trust
Texas
$224K – – –
IFB
847
iAB Financial Bank
Indiana
$224K – – –
WI
848
Wedgewood Investors
Pennsylvania
$224K – – –
MCM
849
Maple Capital Management
Vermont
$221K -$133K -2,990 -38%
FMLI
850
Fukoku Mutual Life Insurance
Japan
$219K -$7.56M -169,100 -97%
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34
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