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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 %
OCM
1076
Oakwood Capital Management
California
– -$225K -4,590 Closed
QSS
1077
Quantitative Systematic Strategies
Florida
– -$227K -4,578 Closed
CPO
1078
Cerity Partners OCIO
New York
– -$219K -4,453 Closed
YP
1079
Yellowstone Partners
Idaho
– -$218K -4,448 Closed
HCM
1080
Howland Capital Management
Massachusetts
– -$217K -4,427 Closed
SS
1081
Sunbelt Securities
Texas
– -$214K -4,366 Closed
WKWM
1082
Walter & Keenan Wealth Management
Indiana
– -$211K -4,300 Closed
IIC
1083
Ironwood Investment Counsel
Arizona
– -$211K -4,300 Closed
BSB
1084
Bangor Savings Bank
Maine
– -$209K -4,260 Closed
FWCM
1085
Ferguson Wellman Capital Management
Oregon
– -$209K -4,256 Closed
WCM
1086
Weatherstone Capital Management
Colorado
– -$207K -4,153 Closed
FI
1087
FormulaFolio Investments
Michigan
– -$203K -4,125 Closed
SCA
1088
Stillwater Capital Advisors
Pennsylvania
– -$202K -4,113 Closed
WB
1089
Webster Bank
Connecticut
– -$202K -4,104 Closed
SAM
1090
Smithbridge Asset Management
Pennsylvania
– -$201K -4,100 Closed
MGIA
1091
Moneta Group Investment Advisors
Missouri
– -$200K -4,075 Closed
RW
1092
Rand Wealth
Maryland
– -$200K -3,835 Closed
GWCM
1093
Godshalk Welsh Capital Management
Pennsylvania
– -$174K -3,550 Closed
WF
1094
WealthTrust Fairport
Ohio
– -$95K -1,940 Closed
SGC
1095
South Georgia Capital
Illinois
– -$74K -1,500 Closed
VFA
1096
Virtus Fund Advisers
Connecticut
– -$51K -1,034 Closed
RMAM
1097
Raab & Moskowitz Asset Management
New Jersey
– -$49K -1,003 Closed
NCMG
1098
NCM Capital Management Group
North Carolina
– -$48K -975 Closed
SIA
1099
SeaBridge Investment Advisors
New Jersey
– -$25K -500 Closed
HMS
1100
Hanseatic Management Services
New Mexico
– -$18K -357 Closed
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