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Southern Company
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Overview Fund Activity

1,056 hedge funds and large institutions have $21.4B invested in Southern Company in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 401 increasing their positions, 357 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
+52
Holders Change %
+5.18%
% of All Funds
27.73%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.79%
New
117
Increased
401
Reduced
357
Closed
54
Calls
$252M
Puts
$127M
Net Calls
+$125M
Net Calls Change
+$83.9M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$171M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$63.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
BFA
4
BlackRock Fund Advisors
California
$724M
5
Millennium Management
5
Millennium Management
New York
$45.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$994M
2
State Street
2
State Street
Massachusetts
$1.98B
3
AI
3
Analytic Investors
California
$93.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$145M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$20M +$8.25M +176,227 +70%
VDI
127
Vaughan David Investments
Illinois
$20M +$171K +3,651 +0.9%
ST
128
Sabal Trust
Florida
$19.8M +$366K +7,824 +2%
KBC Group
129
KBC Group
Belgium
$18.9M +$829K +17,719 +5%
ACI
130
AMP Capital Investors
Australia
$18.5M +$1.06M +22,500 +6%
FRAF
131
Första AP-fonden
Sweden
$18.3M +$18.3M +408,863 New
WG
132
Welch Group
Alabama
$18.1M +$331K +7,064 +2%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$18M +$1.25M +26,633 +7%
HI
134
Honeywell International
North Carolina
$17.1M – – –
JCM
135
Janney Capital Management
Pennsylvania
$17M -$259K -5,537 -2%
BCIM
136
British Columbia Investment Management
British Columbia, Canada
$16.9M -$2.9M -61,885 -15%
AG
137
Aperio Group
California
$16.9M +$2.71M +57,973 +19%
BSPF
138
British Steel Pension Fund
United Kingdom
$16.7M +$16.7M +357,454 New
EARNEST Partners
139
EARNEST Partners
Georgia
$16.7M -$31K -662 -0.2%
US Bancorp
140
US Bancorp
Minnesota
$16.6M -$371K -7,939 -2%
RC
141
Randolph Company
Ohio
$16M -$30.4K -650 -0.2%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$15.7M +$3.72M +79,553 +31%
HighTower Advisors
143
HighTower Advisors
Illinois
$15.7M -$1.72M -36,746 -10%
UCFA
144
United Capital Financial Advisors
Texas
$15.4M -$395K -8,437 -2%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$15.4M +$323K +6,824 +2%
TPSF
146
Texas Permanent School Fund
Texas
$15M -$162K -3,471 -1%
RT
147
Rockland Trust
Massachusetts
$14.7M +$550K +11,756 +4%
SOMRS
148
State of Michigan Retirement System
Michigan
$14.5M -$800K -17,100 -5%
B
149
BP
United Kingdom
$14.3M – – –
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$14.2M -$777K -16,611 -5%
4 5
6
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