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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 %
MFBTD
951
MB Financial Bank - Trust Department
Illinois
$34K – – –
WCM
952
Windsor Capital Management
Arizona
$34K +$34K +777 New
JWA
953
JFS Wealth Advisors
Pennsylvania
$31K -$8.59K -194 -22%
AA
954
Apriem Advisors
California
$31K – – –
BWFA
955
Baltimore-Washington Financial Advisors
Maryland
$31K – – –
JG
956
Jefferies Group
New York
$28K -$11.3M -254,998 -100%
TF
957
Tompkins Financial
New York
$28K -$1.03K -23 -4%
CF
958
CenterStar Fund
Illinois
$28K – – –
AC
959
Alexandria Capital
Virginia
$28K – – –
CK
960
Carnick & Kubik
Colorado
$26.8K +$26.8K +600 New
HR
961
Howe & Rusling
New York
$25K – – –
EWM
962
Endurance Wealth Management
Rhode Island
$24K -$36K -800 -60%
VNA
963
Valley National Advisers
Pennsylvania
$24K – – –
UFA
964
US Financial Advisors
Massachusetts
$24K +$24K +534 New
TSU
965
TD Securities (USA)
New York
$23K -$16.3M -367,322 -100%
CCMW
966
Cypress Capital Management (Wyoming)
Wyoming
$22.4K – – –
APSP
967
Asset Planning Services (Pennsylvania)
Pennsylvania
$22K – – –
AP
968
Atwood & Palmer
Missouri
$22K – – –
AA
969
AlphaMark Advisors
Kentucky
$22K +$8.73K +194 +66%
SFPIA
970
Stevens First Principles Investment Advisors
California
$22K +$22K +500 New
VIA
971
Vident Investment Advisory
Georgia
$21K -$34K -749 -62%
DOA
972
D'Orazio & Associates
Virginia
$18K – – –
CHP
973
Cable Hill Partners
Oregon
$18K – – –
CWM
974
Catamount Wealth Management
Connecticut
$18K – – –
WAMC
975
Western Asset Management Company
California
$18K +$18K +400 New
37 38
39
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