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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 %
BA
201
Bridgewater Associates
Connecticut
$7.13M +$5.36M +121,041 +303%
ProShare Advisors
202
ProShare Advisors
Maryland
$7.11M -$965K -21,795 -12%
URS
203
Utah Retirement Systems
Utah
$7.05M +$221K +5,000 +3%
BFG
204
Beacon Financial Group
Texas
$7.03M +$159K +3,579 +2%
SI
205
Stephens Inc
Arkansas
$7.02M +$472K +10,666 +7%
Korea Investment Corp
206
Korea Investment Corp
South Korea
$6.94M +$2.15M +48,500 +45%
Creative Planning
207
Creative Planning
Kansas
$6.72M +$550K +12,421 +9%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$6.63M -$36.2K -818 -0.5%
Truist Financial
209
Truist Financial
North Carolina
$6.58M +$608K +13,743 +10%
ACM
210
Argent Capital Management
Missouri
$6.55M +$163K +3,692 +3%
SG Americas Securities
211
SG Americas Securities
New York
$6.48M -$12.7M -287,653 -66%
RCYC
212
Richard C. Young & Co
Rhode Island
$6.46M +$91.7K +2,072 +1%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$6.42M +$233K +5,273 +4%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$6.4M -$892K -20,135 -12%
BIM
215
Bridgecreek Investment Management
Oklahoma
$6.39M -$34.6K -782 -0.5%
TNB
216
Thomasville National Bank
Georgia
$6.36M +$267K +6,037 +4%
MME
217
Meag Munich Ergo
Germany
$6.35M -$10M -226,873 -61%
PFC
218
Phocas Financial Corp
California
$6.19M +$433K +9,771 +8%
BCM
219
Buckhead Capital Management
Georgia
$6.13M +$1.29M +29,140 +27%
FBNAT
220
FirstMerit Bank N.A. Trustee
Ohio
$6.1M -$111K -2,515 -2%
BOH
221
Bank of Hawaii
Hawaii
$5.98M +$130K +2,925 +2%
ERSOT
222
Employees Retirement System of Texas
Texas
$5.93M +$177K +4,000 +3%
TRSOTSOK
223
Teachers Retirement System of the State of Kentucky
Kentucky
$5.84M -$217K -4,900 -4%
FAAM
224
First Allied Asset Management
California
$5.82M -$70.7K -1,586 -1%
TNBTD
225
Trustmark National Bank Trust Department
Mississippi
$5.77M +$94.6K +2,136 +2%
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