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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.

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
1
OppenheimerFunds
New York
$94M
2
AI
2
Analytic Investors
California
$161M
3
Citigroup
3
Citigroup
New York
$50.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$171M
5
T
5
TOBAM
France
$53.4M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.29M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$354M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$367M
Name Market Value Shares Shares
Change 		Shares
Change %
MIS
101
Morningstar Investment Services
Illinois
$25.7M 580,947 +126,659 +28%
GF
102
Gabelli Funds
New York
$25.7M 580,000 -20,000 -3%
EIP
103
Energy Income Partners
Connecticut
$25.4M 573,955 -295,837 -34%
CNB
104
City National Bank
California
$24.9M 562,847 +27,598 +5%
AA
105
ALPS Advisors
Colorado
$23.8M 536,772 +101,896 +23%
H
106
Hexavest
Quebec, Canada
$23.4M 527,457 -19,946 -4%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$22.6M 510,719 -1,207 -0.2%
WHRC
108
W.H. Reaves & Co
New Jersey
$22.2M 500,750 -115,000 -19%
Aviva
109
Aviva
United Kingdom
$21.2M 478,734 +110,995 +30%
RFC
110
Regions Financial Corp
Alabama
$21.1M 475,458 -19,464 -4%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$21M 475,000 -50,000 -10%
LPL Financial
112
LPL Financial
California
$20.2M 451,858 +7,153 +2%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$20M 451,995 -137,265 -23%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$19.2M 432,919 -2,895 -0.7%
AIG
115
American International Group
New York
$18.8M 425,149 +19,223 +5%
SCM
116
Stevens Capital Management
Pennsylvania
$18.7M 421,532 +259,283 +160%
ACI
117
AMP Capital Investors
Australia
$18.6M 420,256 -16,646 -4%
VDI
118
Vaughan David Investments
Illinois
$18.5M 416,751 +1,776 +0.4%
AI
119
Ariel Investments
Illinois
$18.3M 412,585 +209,732 +103%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$17.7M 400,456 -34,486 -8%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$17.3M 391,089 +343,565 +723%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.1M 386,300 +23,100 +6%
EARNEST Partners
123
EARNEST Partners
Georgia
$16.5M 373,507 -1,932 -0.5%
BSPF
124
British Steel Pension Fund
United Kingdom
$15.9M 359,995 – –
RFC
125
Russell Frank Company
Washington
$15.8M 356,880 -10,210 -3%
3 4
5
6 7