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Southern Company
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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 %
TFF
901
The Family Firm
Maryland
$227K +$227K +4,857 New
DAC
902
Dividend Assets Capital
South Carolina
$226K +$226K +4,837 New
LIM
903
Lathrop Investment Management
Arkansas
$225K – – –
BB
904
Busey Bank
Illinois
$225K +$3.45K +74 +2%
KCPG
905
Kavar Capital Partners Group
Kansas
$224K – – –
DLHL
906
Donald L. Hagan LLC
Florida
$222K -$17.8K -381 -7%
SCA
907
Stonebridge Capital Advisors
Minnesota
$222K -$7.01K -150 -3%
ACA
908
Anchor Capital Advisors
Massachusetts
$222K – – –
BRM
909
Boston Research & Management
Massachusetts
$222K – – –
BEAM
910
Baker Ellis Asset Management
Washington
$221K -$20.1K -430 -8%
LNC
911
Lincoln National Corp
Pennsylvania
$220K +$8.99K +193 +4%
DT
912
Diversified Trust
Tennessee
$218K – – –
GIM
913
Greylin Investment Management
Virginia
$215K – – –
NEPPG
914
New England Professional Planning Group
Rhode Island
$212K +$212K +4,502 New
AAMU
915
Amundi Asset Management US
Massachusetts
$210K +$210K +4,498 New
CFP
916
Cornerstone Financial Partners
North Carolina
$210K +$210K +4,512 New
FMC
917
First Merchants Corp
Indiana
$209K – – –
RP
918
Rowlandmiller & Partners
Georgia
$209K +$1.02K +22 +0.5%
MIC
919
Meridian Investment Counsel
California
$208K +$208K +4,452 New
GF
920
Gerstein Fisher
New York
$207K -$9.63K -206 -4%
HCM
921
Howland Capital Management
Massachusetts
$207K +$207K +4,427 New
KB
922
Kimelman & Baird
New York
$206K +$206K +4,410 New
BCM
923
Bluefin Capital Management
New York
$205K -$19.7K -420 -9%
SS
924
Sunbelt Securities
Texas
$205K +$205K +4,377 New
BAM
925
Berkshire Asset Management
Pennsylvania
$204K +$204K +4,365 New
35 36
37
38 39