SO icon

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 %
FBT
876
First Bankers Trust
Kentucky
$252K – – –
BSW
877
Buckingham Strategic Wealth
Missouri
$251K +$25.4K +543 +11%
HC
878
Hourglass Capital
Texas
$249K – – –
IWA
879
Intercontinental Wealth Advisors
Texas
$249K +$249K +5,328 New
PFM
880
Parsec Financial Management
North Carolina
$248K +$11.2K +240 +5%
FI
881
FormulaFolio Investments
Michigan
$246K +$21.3K +456 +9%
DWT
882
Dorsey & Whitney Trust
South Dakota
$245K – – –
SA
883
Strategic Advisors
New York
$244K +$244K +5,216 New
GI
884
Gradient Investments
Minnesota
$243K -$30.9K -659 -11%
SHGA
885
Sand Hill Global Advisors
California
$241K -$40.4K -862 -14%
NAMA
886
Nikko Asset Management Americas
New York
$241K – – –
WAM
887
Wealthspire Advisors (Maryland)
Maryland
$240K +$240K +5,128 New
AFP
888
Ausdal Financial Partners
Iowa
$237K +$237K +5,067 New
MBA
889
McQueen Ball & Associates
Pennsylvania
$236K +$236K +5,037 New
WI
890
Wedgewood Investors
Pennsylvania
$235K – – –
HT
891
HighTower Trust
Texas
$234K – – –
IFB
892
iAB Financial Bank
Indiana
$234K – – –
BAS
893
Brown Advisory Securities
Maryland
$233K -$18.8K -400 -7%
FANJ
894
Financial Architects (New Jersey)
New Jersey
$233K -$5.47K -117 -2%
PAM
895
Peak Asset Management
Colorado
$231K +$231K +4,930 New
WP
896
WealthPLAN Partners
Nebraska
$229K +$229K +14,361 New
DCM
897
Driehaus Capital Management
Illinois
$229K -$262K -5,600 -53%
FMLI
898
Fukoku Mutual Life Insurance
Japan
$229K – – –
HDIM
899
Hanson & Doremus Investment Management
Vermont
$229K +$47 +1 +0%
VC
900
Vicus Capital
Pennsylvania
$229K +$229K +4,885 New
34 35
36
37 38