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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
$161M
3
Citigroup
Citigroup
New York
$50.9M
4
Goldman Sachs
Goldman Sachs
New York
$171M
5
T
TOBAM
France
$53.4M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.29M
3
Capital Research Global Investors
Capital Research Global Investors
California
$354M
4
EA
Euclid Advisors
Connecticut
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
901
Pinnacle Summer Investments
Virginia
$184K +$397 +9 +0.2%
OSNBOA
902
Old Second National Bank of Aurora
Illinois
$182K – – –
GAM
903
Gemmer Asset Management
California
$178K +$14.1K +319 +9%
MCA
904
Mercer Capital Advisers
New Jersey
$177K – – –
FMP
905
Financial Management Professionals
Texas
$177K – – –
RWA
906
Ropes Wealth Advisors
Massachusetts
$177K +$177K +4,000 New
GLI
907
Guardian Life Insurance
New York
$176K -$50.8K -1,149 -22%
AF
908
Arrow Financial
New York
$174K -$33.8K -765 -16%
RP
909
Rowlandmiller & Partners
Georgia
$174K -$3.5K -79 -2%
WTB
910
Washington Trust Bank
Washington
$173K -$48.8K -1,100 -22%
AW
911
Alpha Windward
Massachusetts
$163K +$2.66K +60 +2%
JFGIW
912
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K -$442 -10 -0.3%
KPCM
913
Kings Point Capital Management
New York
$153K – – –
HIM
914
Hillsdale Investment Management
Ontario, Canada
$151K -$4.44K -100 -3%
WT
915
Whittier Trust
California
$147K +$44 +1 +0%
TWMP
916
Taylor Wealth Management Partners
Massachusetts
$146K +$146K +3,300 New
PFO
917
Pathstone Family Office
New Jersey
$143K +$125K +2,829 +707%
ECM
918
Estabrook Capital Management
New York
$142K -$13.3K -300 -9%
JIC
919
Joel Isaacson & Co
New York
$133K +$574 +13 +0.4%
LFR
920
Lehman Financial Resources
Pennsylvania
$132K +$35.4K +800 +37%
SCA
921
Strategic Capital Alternatives
United States
$132K +$132K +2,972 New
ARMC
922
American Research & Management Company
Massachusetts
$129K – – –
CFA
923
CT Financial Advisors
Pennsylvania
$128K – – –
WAM
924
Wolverine Asset Management
Illinois
$128K +$88.3K +2,000 +222%
BLAM
925
Bourne Lent Asset Management
New York
$125K +$125K +2,831 New
35 36
37
38 39