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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 %
CIA
1051
ClearBridge Investments (Australia)
Australia
– -$649K -13,208 Closed
EM
1052
Excalibur Management
Massachusetts
– -$623K -12,682 Closed
BCM
1053
Bluefin Capital Management
New York
– -$611K -12,442 Closed
Parallax Volatility Advisers
1054
Parallax Volatility Advisers
California
– -$592K -12,048 Closed
ZIM
1055
Zacks Investment Management
Illinois
– -$576K -11,719 Closed
CG
1056
Clinton Group
New York
– -$496K -10,109 Closed
HIM
1057
Harbour Investment Management
Washington
– -$467K -9,500 Closed
LCS
1058
Levin Capital Strategies
New York
– -$421K -8,557 Closed
EPM
1059
Equitec Proprietary Markets
Illinois
– -$399K -8,123 Closed
CAM
1060
Centre Asset Management
New York
– -$398K -8,100 Closed
JHC
1061
JFB Holdings Corp
Georgia
– -$363K -7,399 Closed
DAS
1062
Dynamic Advisor Solutions
Arizona
– -$358K -7,295 Closed
QC
1063
Quadrature Capital
United Kingdom
– -$354K -7,200 Closed
FWIA
1064
Fort Washington Investment Advisors
Ohio
– -$344K -7,012 Closed
LOAME
1065
Lombard Odier Asset Management (Europe)
United Kingdom
– -$342K -6,932 Closed
NBC
1066
Neuberger Berman Canada
Ontario, Canada
– -$339K -6,900 Closed
DCM
1067
Dynamic Capital Management
Jersey
– -$329K -6,700 Closed
KFA
1068
Kays Financial Advisory
Georgia
– -$325K -6,608 Closed
VF
1069
Virtu Financial
New York
– -$298K -6,071 Closed
VAM
1070
Verity Asset Management
North Carolina
– -$291K -5,934 Closed
IC
1071
IKOS CIF
Cyprus
– -$277K -5,584 Closed
KWMG
1072
King Wealth Management Group
Florida
– -$272K -5,533 Closed
CBB
1073
Citizens Business Bank
California
– -$267K -5,441 Closed
WP
1074
WMS Partners
Maryland
– -$265K -5,391 Closed
ABTD
1075
Arvest Bank Trust Division
Oklahoma
– -$223K -4,718 Closed
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