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Southern Company
SO

Overview Fund Activity

1,004 hedge funds and large institutions have $20.3B invested in Southern Company in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 406 increasing their positions, 357 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+18
Holders Change %
+1.83%
% of All Funds
28.06%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.67%
New
70
Increased
406
Reduced
357
Closed
43
Calls
$199M
Puts
$158M
Net Calls
+$40.9M
Net Calls Change
+$10.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$86.1M
2
State Street
2
State Street
Massachusetts
$1.95B
3
Bank of America
3
Bank of America
North Carolina
$213M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.39B
5
BAPIM
5
British Airways Pensions Investment Management
United Kingdom
$35.7M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$26.9M
2
Franklin Resources
2
Franklin Resources
California
$1.4B
3
O
3
OppenheimerFunds
New York
$0
4
American Century Companies
4
American Century Companies
Missouri
$5.23M
5
SC
5
Stralem & Co
New York
$903K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
926
Avior Wealth Management
Nebraska
$68K – – –
JFA
927
JNBA Financial Advisors
Minnesota
$67K – – –
SNT
928
Security National Trust
West Virginia
$66K – – –
PCTC
929
Perkins Coie Trust Company
Washington
$63K – – –
KA
930
Klingman & Associates
New York
$63K – – –
Manulife (Manufacturers Life Insurance)
931
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.4K -$333 -7,449 -0.5%
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K – – –
FNBSF
933
First National Bank Sioux Falls
South Dakota
$59K – – –
MA
934
MCF Advisors
Kentucky
$58K +$177 +4 +0.3%
GWS
935
Glassman Wealth Services
Virginia
$54K – – –
MWP
936
MYCIO Wealth Partners
Pennsylvania
$52K – – –
LNB
937
Ledyard National Bank
$51K – – –
GAM
938
Gemmer Asset Management
California
$50K -$10K -225 -17%
RCG
939
Ruggie Capital Group
Florida
$50K +$456 +10 +0.9%
AF
940
Arrow Financial
New York
$48K -$54.9K -1,220 -53%
IPC
941
Independent Portfolio Consultants
Florida
$48K +$26.1K +580 +120%
CWM
942
Cranbrook Wealth Management
Michigan
$46K – – –
GWM
943
Gupta Wealth Management
California
$45K -$3.89K -87 -8%
KF
944
Krilogy Financial
Missouri
$45K +$45K +1,000 New
HCMT
945
Highland Capital Management (Tennessee)
Tennessee
$40K – – –
AII
946
AGF Investments Inc
Ontario, Canada
$39K +$4.44K +100 +13%
Carson Wealth (CWM LLC)
947
Carson Wealth (CWM LLC)
Nebraska
$39K +$39K +867 New
AWM
948
AllSquare Wealth Management
New York
$36K – – –
CFN
949
Cordasco Financial Network
Florida
$36K – – –
FAM
950
Formidable Asset Management
Ohio
$35K – – –
36 37
38
39 40