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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 %
SOMRS
126
State of Michigan Retirement System
Michigan
$15.5M -$872K -19,700 -5%
PI
127
Putnam Investments
Massachusetts
$15.5M +$2.54M +57,370 +20%
CCMH
128
Cornerstone Capital Management Holdings
New York
$15.5M +$3.43M +77,449 +28%
US Bancorp
129
US Bancorp
Minnesota
$15.4M +$498K +11,236 +3%
TPSF
130
Texas Permanent School Fund
Texas
$15.1M -$67.5K -1,525 -0.4%
CA
131
Commerzbank Aktiengesellschaft
Germany
$15M -$1.41M -31,860 -9%
UCFA
132
United Capital Financial Advisors
Texas
$14.9M +$9.74M +219,831 +189%
TSU
133
TD Securities (USA)
New York
$14.5M -$656K -14,826 -4%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$14.3M -$8.13M -183,591 -36%
Public Sector Pension Investment Board (PSP Investments)
135
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14M +$492K +11,104 +4%
T
136
Thomaspartners
Massachusetts
$14M -$280K -6,314 -2%
National Pension Service
137
National Pension Service
South Korea
$13.6M +$1.69M +38,213 +14%
CDH
138
Charles D. Hyman
$13.4M -$42.4K -957 -0.3%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$13M +$3.34M +75,424 +34%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$12.9M +$8.36M +188,850 +185%
Comerica Bank
141
Comerica Bank
Texas
$12.8M -$12.5M -282,020 -49%
HFS
142
HL Financial Services
Kentucky
$12.8M -$545K -12,312 -4%
BUB
143
BBVA USA Bancshares
Texas
$12.7M +$9.22M +208,208 +265%
RT
144
Rockland Trust
Massachusetts
$12.7M -$66.3K -1,498 -0.5%
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$12.6M +$6.11M +137,958 +95%
ORIO
146
Old Republic International (ORI)
Illinois
$12.5M +$2.52M +57,000 +25%
NFA
147
Nationwide Fund Advisors
Ohio
$12.5M -$3.13M -70,784 -20%
Macquarie Group
148
Macquarie Group
Australia
$12.4M +$4.35M +98,300 +54%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$12.2M -$879K -19,850 -7%
PR
150
Payden & Rygel
California
$12.2M +$4.63M +104,500 +61%
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