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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 %
CFN
976
Cordasco Financial Network
Florida
$35K +$10.9K +250 +45%
GWA
977
Genesis Wealth Advisors
Massachusetts
$33.2K – – –
TF
978
Tompkins Financial
New York
$33K -$1.01K -23 -3%
WCM
979
Wealthcare Capital Management
Virginia
$32K +$18.7K +423 +141%
MWAN
980
Mariner Wealth Advisors (NYC)
Kansas
$32K +$32K +731 New
BWFA
981
Baltimore-Washington Financial Advisors
Maryland
$31K – – –
AA
982
Apriem Advisors
California
$31K +$8.86K +200 +40%
GWM
983
Gupta Wealth Management
California
$31K +$31K +705 New
FMB
984
Field & Main Bank
Kentucky
$27K – – –
CYG
985
Clean Yield Group
Vermont
$25K +$25K +565 New
VNA
986
Valley National Advisers
Pennsylvania
$23K +$23K +526 New
CCMW
987
Cypress Capital Management (Wyoming)
Wyoming
$22.1K +$22.1K +500 New
CFA
988
Camarda Financial Advisors
Florida
$22K -$24.9K -567 -53%
AP
989
Atwood & Palmer
Missouri
$22K -$13.2K -300 -38%
AWM
990
AllSquare Wealth Management
New York
$22K – – –
SFPIA
991
Stevens First Principles Investment Advisors
California
$22K – – –
AII
992
AGF Investments Inc
Ontario, Canada
$22K – – –
UFA
993
US Financial Advisors
Massachusetts
$20K – – –
SEC
994
Seven Eight Capital
New York
$19K -$306K -6,900 -94%
CCA
995
Catalyst Capital Advisors
New York
$19K +$19K +440 New
DOA
996
D'Orazio & Associates
Virginia
$18K – – –
CWM
997
Catamount Wealth Management
Connecticut
$18K – – –
CHP
998
Cable Hill Partners
Oregon
$18K +$18K +400 New
HR
999
Howe & Rusling
New York
$16K – – –
BL
1000
Balentine LLC
Georgia
$16K +$16K +355 New
38 39
40
41 42