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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 %
SCA
851
Stonebridge Capital Advisors
Minnesota
$219K -$10.2K -229 -4%
HDIM
852
Hanson & Doremus Investment Management
Vermont
$219K +$219K +4,889 New
RC
853
RegentAtlantic Capital
New Jersey
$219K +$219K +4,903 New
SS
854
Simplicity Solutions
Minnesota
$218K +$218K +4,870 New
FI
855
FormulaFolio Investments
Michigan
$215K -$4.75K -106 -2%
LIM
856
Lathrop Investment Management
Arkansas
$215K – – –
BSW
857
Buckingham Strategic Wealth
Missouri
$215K – – –
BCM
858
Bluefin Capital Management
New York
$215K +$215K +4,800 New
KCPG
859
Kavar Capital Partners Group
Kansas
$214K -$8.92K -200 -4%
BB
860
Busey Bank
Illinois
$212K -$4.51K -101 -2%
BRM
861
Boston Research & Management
Massachusetts
$212K +$212K +4,750 New
ACA
862
Anchor Capital Advisors
Massachusetts
$212K +$212K +4,750 New
FWIA
863
Fort Washington Investment Advisors
Ohio
$211K +$211K +4,719 New
AA
864
ALPS Advisors
Colorado
$210K -$54.2K -121,151 -20%
DT
865
Diversified Trust
Tennessee
$209K +$209K +4,669 New
KPCM
866
Kings Point Capital Management
New York
$208K +$53.6K +1,200 +35%
AP
867
AHL Partners
United Kingdom
$207K +$207K +4,628 New
GF
868
Gerstein Fisher
New York
$207K +$207K +4,634 New
GIM
869
Greylin Investment Management
Virginia
$206K +$206K +4,600 New
LNC
870
Lincoln National Corp
Pennsylvania
$202K +$202K +4,529 New
DW
871
Domani Wealth
Pennsylvania
$202K +$202K +4,529 New
BSB
872
Bangor Savings Bank
Maine
$201K +$201K +4,495 New
KCM
873
Kempner Capital Management
Texas
$201K +$201K +4,500 New
RP
874
Rowlandmiller & Partners
Georgia
$200K +$23.4K +525 +13%
FMC
875
First Merchants Corp
Indiana
$199K +$199K +4,466 New
33 34
35
36 37