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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.

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
1
Pictet Asset Management (UK)
United Kingdom
$171M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
BFA
4
BlackRock Fund Advisors
California
$724M
5
Millennium Management
5
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$994M
2
State Street
2
State Street
Massachusetts
$1.98B
3
AI
3
Analytic Investors
California
$93.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$496M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
76
Teachers Advisors
New York
$44.8M 957,716 +21,279 +2%
RCM
77
Riverhead Capital Management
Delaware
$44.6M 953,714 -177,813 -16%
RFC
78
Regions Financial Corp
Alabama
$44.2M 945,025 +510,812 +118%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$43.7M 931,585 -631,751 -40%
SF
80
Synovus Financial
Georgia
$43.2M 923,992 +15,374 +2%
LPL Financial
81
LPL Financial
California
$42.6M 899,587 +411,219 +84%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$42.6M 910,241 -207,700 -19%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$41.9M 895,582 -191,660 -18%
Citigroup
84
Citigroup
New York
$41.3M 882,185 -728 -0.1%
Axa
85
Axa
France
$40.4M 863,890 -12,729 -1%
BAPIM
86
British Airways Pensions Investment Management
United Kingdom
$40.4M 862,720 +64,640 +8%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$40M 854,969 -71,262 -8%
Ameriprise
88
Ameriprise
Minnesota
$39.4M 843,104 +42,005 +5%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$39.4M 841,354 +183,603 +28%
MAM
90
Magellan Asset Management
Australia
$39M 834,058 +8,798 +1%
First Trust Advisors
91
First Trust Advisors
Illinois
$36.4M 778,744 -119,465 -13%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$36.4M 777,561 +4,885 +0.6%
BA
93
BlackRock Advisors
Delaware
$35.5M 759,029 +68,964 +10%
USAA
94
United Services Automobile Association
Texas
$35.1M 750,525 -13,948 -2%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$33.8M 721,351 +530,144 +277%
Caisse de Depot et Placement du Quebec (CDPQ)
96
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.2M 708,558 +708,558 New
AAM
97
Advisors Asset Management
Colorado
$32.9M 702,928 -153,779 -18%
MIS
98
Morningstar Investment Services
Illinois
$32.4M 691,509 +46,235 +7%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.3M 691,011 -490 -0.1%
SAM
100
Shell Asset Management
Netherlands
$30.7M 656,729 -124,209 -16%
2 3
4
5 6