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Southern Company
SO

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
$171M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.56B
4
BFA
BlackRock Fund Advisors
California
$724M
5
Millennium Management
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$994M
2
State Street
State Street
Massachusetts
$1.98B
3
AI
Analytic Investors
California
$93.4M
4
Deutsche Bank
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
976
JFS Wealth Advisors
Pennsylvania
$85K +$52.3K +1,117 +160%
TFO
977
Tarbox Family Office
California
$82K -$94 -2 -0.1%
SCA
978
Stuart Chaussee & Associates
California
$79K +$79K +1,683 New
TCM
979
TD Capital Management
Tennessee
$75K – – –
VCM
980
Versant Capital Management
Arizona
$73K +$73K +1,580 New
AWM
981
Avior Wealth Management
Nebraska
$71K – – –
JFA
982
JNBA Financial Advisors
Minnesota
$70K – – –
SNT
983
Security National Trust
West Virginia
$69K – – –
TF
984
Tompkins Financial
New York
$67K +$37.7K +800 +128%
PCTC
985
Perkins Coie Trust Company
Washington
$66K – – –
KA
986
Klingman & Associates
New York
$66K – – –
MA
987
MCF Advisors
Kentucky
$63K +$1.69K +36 +3%
FNBSF
988
First National Bank Sioux Falls
South Dakota
$62K – – –
Manulife (Manufacturers Life Insurance)
989
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.5K -$3.84K -82,033 -6%
LWCFA
990
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K -$5.87K -125 -9%
Group One Trading
991
Group One Trading
Illinois
$61K +$61K +1,300 New
AC
992
Alexandria Capital
Virginia
$57K +$28K +600 +97%
ECM
993
Estabrook Capital Management
New York
$56.1K -$93.6K -2,000 -63%
MWP
994
MYCIO Wealth Partners
Pennsylvania
$54K – – –
MFT
995
Moisand Fitzgerald Tamayo
Florida
$54K +$54K +1,160 New
LNB
996
Ledyard National Bank
$53K – – –
CWM
997
Cranbrook Wealth Management
Michigan
$48K – – –
AF
998
Arrow Financial
New York
$47K -$2.07K -45 -4%
UFA
999
US Financial Advisors
Massachusetts
$42K +$16.9K +358 +67%
Carson Wealth (CWM LLC)
1000
Carson Wealth (CWM LLC)
Nebraska
$39K -$1.89K -40 -5%
38 39
40
41 42