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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 %
IRF
176
IBM Retirement Fund
New York
$9.7M -$10.7K -241 -0.1%
EIM
177
ExxonMobil Investment Management
Texas
$9.69M +$295K +6,671 +3%
Nomura Asset Management
178
Nomura Asset Management
Japan
$9.32M -$1.77K -40 -0%
CIC
179
Crawford Investment Counsel
Georgia
$9.24M +$425K +9,606 +5%
QAM
180
QCI Asset Management
New York
$9.06M +$212K +4,793 +2%
Allianz Asset Management
181
Allianz Asset Management
Germany
$8.9M +$2.66M +59,991 +43%
HSA
182
Hussman Strategic Advisors
Maryland
$8.86M +$2.21M +50,000 +33%
FAF
183
Fjarde Ap-fonden
Sweden
$8.75M -$789K -17,822 -8%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$8.5M +$8.38M +189,154 +6,758%
ACM
185
Aviance Capital Management
Florida
$8.38M -$13M -292,587 -61%
BCM
186
Bridgeway Capital Management
Texas
$8.34M – – –
Calamos Advisors
187
Calamos Advisors
Illinois
$8.32M +$596K +13,462 +8%
OH
188
Orbis Holdings
Bermuda
$8.26M +$1.23M +27,876 +18%
N
189
Natixis
France
$8.23M -$4.79M -108,130 -37%
IC
190
InterOcean Capital
Illinois
$8.23M +$682K +15,404 +9%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$8.01M -$38.4K -867 -0.5%
IG
192
ING Group
Netherlands
$7.84M +$1.56M +35,151 +25%
OPERF
193
Oregon Public Employees Retirement Fund
Oregon
$7.8M +$111K +2,500 +1%
B
194
Baird
Wisconsin
$7.8M -$822K -18,573 -10%
WIC
195
Willis Investment Counsel
Georgia
$7.67M +$217K +4,900 +3%
SIM
196
Sadoff Investment Management
Wisconsin
$7.63M +$128K +2,900 +2%
AT
197
Acadia Trust
Maine
$7.36M +$49.9K +1,127 +0.7%
ELC
198
Edgar Lomax Company
Virginia
$7.3M -$226K -5,100 -3%
LIM
199
Leavell Investment Management
Alabama
$7.2M +$164K +3,702 +2%
MAM
200
Martingale Asset Management
Massachusetts
$7.16M +$1.65M +37,300 +30%
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