SO icon

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 %
RBA
1026
Richard Bernstein Advisors
New York
– -$342K -8,166 Closed
BST
1027
Bath Savings Trust
Maine
– -$298K -7,116 Closed
LSV Asset Management
1028
LSV Asset Management
Illinois
– -$297K -7,100 Closed
SWM
1029
Stockman Wealth Management
Montana
– -$260K -6,194 Closed
NAM
1030
Nichols Asset Management
Massachusetts
– -$259K -6,170 Closed
GIM
1031
Guild Investment Management
California
– -$253K -6,044 Closed
SAM
1032
Silvercrest Asset Management
New York
– -$249K -5,950 Closed
TFF
1033
The Family Firm
Maryland
– -$218K -5,203 Closed
Tudor Investment Corp
1034
Tudor Investment Corp
Connecticut
– -$214K -5,100 Closed
TSWM
1035
Triangle Securities Wealth Management
North Carolina
– -$213K -5,072 Closed
NEPPG
1036
New England Professional Planning Group
Rhode Island
– -$200K -4,736 Closed
KWMG
1037
King Wealth Management Group
Florida
– -$176K -4,200 Closed
AGM
1038
Alpine Global Management
New York
– -$172K -4,104 Closed
SCA
1039
Strategic Capital Alternatives
United States
– -$145K -3,394 Closed
BRWM
1040
B. Riley Wealth Management
Tennessee
– -$38K -917 Closed
MIC
1041
MU Investments Company
Japan
– -$34K -800 Closed
CFA
1042
Camarda Financial Advisors
Florida
– -$21K -500 Closed
SSG
1043
Summit Securities Group
New York
– -$13K -300 Closed
RAM
1044
Riggs Asset Management
Pennsylvania
– -$8K -202 Closed
NC
1045
NewSquare Capital
Pennsylvania
– -$8K -200 Closed
SC
1046
Searle & Co
Connecticut
– -$5K -136 Closed
MUS
1047
Mitsubishi UFJ Securities
Japan
– -$1K -20 Closed
38 39 40 41
42