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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 %
WG
1001
Welch Group
Alabama
$15.4K +$255 +5,763 +2%
RA
1002
Rational Advisors
New York
$14K -$9.33K -212 -40%
ZB
1003
Zions Bancorporation
Utah
$14K +$14K +312 New
AWS
1004
Aris Wealth Services
Pennsylvania
$14K +$14K +320 New
FNYS
1005
First New York Securities
New York
$13.3K -$8.86K -200 -40%
AA
1006
AlphaMark Advisors
Kentucky
$13K – – –
CAW
1007
Cornerstone Advisors (Washington)
Washington
$13K +$2.33K +54 +22%
SC
1008
Searle & Co
Connecticut
$12K +$42 +1 +0.3%
HCM
1009
Highlander Capital Management
New Jersey
$10K – – –
PCM
1010
Prelude Capital Management
New York
$10K +$10K +220 New
IRS
1011
Invictus RG (Singapore)
Singapore
$9K -$214K -4,750 -96%
CFG
1012
CKW Financial Group
Hawaii
$9K – – –
NC
1013
NewSquare Capital
Pennsylvania
$9K – – –
CAL
1014
Capital Advisors Ltd
Ohio
$9K – – –
RAM
1015
Riggs Asset Management
Pennsylvania
$9K – – –
WA
1016
WealthTrust-Arizona
Arizona
$9K +$9K +200 New
CTB
1017
Country Trust Bank
Illinois
$7K – – –
SA
1018
SRH Advisors
Kansas
$5K – – –
JAM
1019
Jolley Asset Management
North Carolina
$4K – – –
IPC
1020
Independent Portfolio Consultants
Florida
$4K +$4K +95 New
SGAM
1021
Smith Group Asset Management
Texas
$3K – – –
AT
1022
Arden Trust
Delaware
$2.06K +$1.67K +37,765 +434%
MUS
1023
Mitsubishi UFJ Securities
Japan
$2K +$2K +50 New
UB
1024
UMB Bank
Missouri
$1.77K +$172 +3,891 +11%
HF
1025
Hoxton Financial
West Virginia
$1K – – –
39 40
41
42 43