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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 %
PP
876
Patten & Patten
Tennessee
$221K – – –
ACA
877
Anchor Capital Advisors
Massachusetts
$221K – – –
HT
878
HighTower Trust
Texas
$221K – – –
KCPG
879
Kavar Capital Partners Group
Kansas
$221K – – –
SGCA
880
Steel Grove Capital Advisors
Tennessee
$221K +$221K +5,000 New
CP
881
Camelot Portfolios
Ohio
$221K +$221K +5,000 New
MIC
882
Meridian Investment Counsel
California
$219K – – –
FANJ
883
Financial Architects (New Jersey)
New Jersey
$218K -$5.5K -124 -2%
PFS
884
Prospera Financial Services
Texas
$216K +$2.11K +51 +1%
PFM
885
Parsec Financial Management
North Carolina
$215K -$57.5K -1,300 -21%
CCG
886
Cypress Capital Group
Florida
$215K -$4.21K -95 -2%
BB
887
Busey Bank
Illinois
$215K – – –
GIM
888
Greylin Investment Management
Virginia
$214K – – –
LIM
889
Lathrop Investment Management
Arkansas
$213K – – –
IC
890
Intersect Capital
California
$209K +$663 +15 +0.3%
DT
891
Diversified Trust
Tennessee
$208K – – –
HPBT
892
High Point Bank & Trust
North Carolina
$207K – – –
Luther King Capital Management (LKCM)
893
Luther King Capital Management (LKCM)
Texas
$207K +$207K +4,668 New
CL
894
Choreo LLC
Illinois
$207K +$207K +4,669 New
DLHL
895
Donald L. Hagan LLC
Florida
$205K +$205K +4,620 New
Jane Street
896
Jane Street
New York
$203K -$44K -994 -18%
RC
897
RegentAtlantic Capital
New Jersey
$203K -$4.21K -95 -2%
NEPPG
898
New England Professional Planning Group
Rhode Island
$203K – – –
CIBC World Market
899
CIBC World Market
Ontario, Canada
$202K +$202K +4,570 New
ACS
900
Archford Capital Strategies
Illinois
$189K +$2.26K +51 +1%
34 35
36
37 38