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Southern Company
SO

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 %
VAM
851
Verity Asset Management
North Carolina
$278K – – –
HFM
852
Hartford Financial Management
Connecticut
$278K +$748 +16 +0.3%
CCM
853
Covington Capital Management
California
$276K – – –
CCM
854
Compton Capital Management
Rhode Island
$275K -$14.1K -300 -5%
PAIA
855
Park Avenue Institutional Advisers
New York
$275K -$7.15K -153 -3%
CBT
856
Central Bank & Trust
Kentucky
$273K – – –
MBT
857
Montecito Bank & Trust
California
$273K +$5.33K +114 +2%
FRM
858
Fox Run Management
Connecticut
$271K +$271K +5,800 New
FSA
859
Franklin Street Advisors
North Carolina
$269K -$46.8K -1,000 -15%
SWA
860
SFMG Wealth Advisors
Texas
$269K +$1.36K +29 +0.5%
CPO
861
Cerity Partners OCIO
New York
$268K +$2.34K +50 +0.9%
WC
862
Whitnell & Co
Illinois
$266K – – –
SCM
863
Southport Capital Management
Tennessee
$265K -$534K -11,396 -67%
IC
864
Inverness Counsel
New York
$264K -$107K -2,300 -29%
KCM
865
Kempner Capital Management
Texas
$262K +$51.5K +1,100 +24%
BHBT
866
Burke & Herbert Bank & Trust
Virginia
$261K -$47 -1 -0%
MCM
867
Maple Capital Management
Vermont
$260K +$28.1K +600 +12%
DW
868
Domani Wealth
Pennsylvania
$260K +$48.3K +1,034 +23%
AB
869
Atlas Brown
Kentucky
$258K -$3.09K -65 -1%
IHL
870
Investment House LLC
California
$258K +$141 +3 +0.1%
ST
871
Spinnaker Trust
Maine
$257K – – –
FHC
872
First Heartland Consultants
Missouri
$257K +$140 +3 +0.1%
PP
873
Patten & Patten
Tennessee
$257K +$257K +5,491 New
UBWV
874
United Bank (West Virginia)
West Virginia
$254K – – –
Mirae Asset Global Investments
875
Mirae Asset Global Investments
South Korea
$252K -$6.58K -140 -3%
33 34
35
36 37