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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 %
Rafferty Asset Management
851
Rafferty Asset Management
New York
$241K +$241K +5,440 New
PP
852
Prudential plc
United Kingdom
$240K – – –
FBT
853
First Bankers Trust
Kentucky
$238K – – –
BRM
854
Boston Research & Management
Massachusetts
$237K – – –
FHC
855
First Heartland Consultants
Missouri
$236K -$4.3K -97 -2%
LI
856
LMCG Investments
Massachusetts
$236K – – –
HC
857
Hourglass Capital
Texas
$236K – – –
DWT
858
Dorsey & Whitney Trust
South Dakota
$236K +$843 +19 +0.4%
SM
859
Stratton Management
Pennsylvania
$235K – – –
RCWMU
860
Rothschild & Co Wealth Management (UK)
United Kingdom
$235K +$235K +5,300 New
CCG
861
Chatham Capital Group
Georgia
$234K – – –
MBT
862
Montecito Bank & Trust
California
$233K – – –
FIB
863
First Interstate Bank
Montana
$231K – – –
SCM
864
Southport Capital Management
Tennessee
$230K -$4.25K -96 -2%
TFF
865
The Family Firm
Maryland
$230K +$443 +10 +0.2%
TRCT
866
Tower Research Capital (TRC)
New York
$230K +$230K +5,198 New
STMM
867
South Texas Money Management
Texas
$228K +$19.2K +435 +9%
SCA
868
Stonebridge Capital Advisors
Minnesota
$227K +$11.4K +257 +5%
TSWM
869
Triangle Securities Wealth Management
North Carolina
$225K +$24.4K +550 +12%
BDF
870
Balasa Dinverno & Foltz
$224K -$12.7K -286 -5%
NFG
871
Nadler Financial Group
Illinois
$223K -$15.5K -351 -7%
WC
872
Whitnell & Co
Illinois
$223K – – –
WI
873
Wedgewood Investors
Pennsylvania
$222K – – –
AAMU
874
Amundi Asset Management US
Massachusetts
$222K +$222K +5,013 New
IFB
875
iAB Financial Bank
Indiana
$221K -$66.3K -1,500 -23%
33 34
35
36 37