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Southern Company
SO

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in Southern Company in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 395 increasing their positions, 372 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-41
Holders Change %
-3.99%
% of All Funds
26.59%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.27%
New
50
Increased
395
Reduced
372
Closed
79
Calls
$242M
Puts
$212M
Net Calls
+$30.1M
Net Calls Change
-$39.8M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$211M
2
Franklin Resources
Franklin Resources
California
$1.45B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$210M
4
H
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$230M
2
State Street
State Street
Massachusetts
$1.76B
3
Prudential Financial
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
Morgan Stanley
New York
$121M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
226
Phocas Financial Corp
California
$5.72M -$135K -3,232 -2%
BIM
227
Bridgecreek Investment Management
Oklahoma
$5.7M -$347K -8,285 -6%
SGAM
228
Steinberg Global Asset Management
Florida
$5.63M +$1.79M +42,828 +47%
Renaissance Technologies
229
Renaissance Technologies
New York
$5.62M -$37.2M -887,800 -87%
D.E. Shaw & Co
230
D.E. Shaw & Co
New York
$5.55M +$4.07M +97,140 +275%
BOH
231
Bank of Hawaii
Hawaii
$5.51M -$148K -3,532 -3%
FBNAT
232
FirstMerit Bank N.A. Trustee
Ohio
$5.46M -$312K -7,455 -5%
ClearBridge Investments
233
ClearBridge Investments
New York
$5.38M +$22K +525 +0.4%
BA
234
Bridgewater Associates
Connecticut
$5.34M -$1.41M -33,700 -21%
ProShare Advisors
235
ProShare Advisors
Maryland
$5.3M -$1.43M -34,072 -21%
AMIM
236
Aull & Monroe Investment Management
Alabama
$5.3M -$95K -2,152 -2%
CC
237
Cornerstone Capital
California
$5.26M +$1.18M +28,190 +29%
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$5.25M -$211K -5,037 -4%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$5.24M -$285K -6,800 -5%
BRCM
240
Bright Rock Capital Management
Massachusetts
$5.24M +$335K +8,000 +7%
RCYC
241
Richard C. Young & Co
Rhode Island
$5.17M -$950K -22,666 -16%
NPA
242
Nichols & Pratt Advisers
Massachusetts
$5.09M +$262K +6,250 +5%
Citadel Advisors
243
Citadel Advisors
Florida
$5.05M -$6.27M -149,562 -55%
LIC
244
Lodestar Investment Counsel
Illinois
$5.05M -$216K -5,167 -4%
PAM
245
Panagora Asset Management
Massachusetts
$4.99M +$642K +15,333 +15%
MCM
246
Moore Capital Management
New York
$4.99M +$4.99M +119,161 New
WIC
247
Woodmont Investment Counsel
Tennessee
$4.98M -$371K -8,850 -7%
ABC
248
Associated Banc-Corp
Wisconsin
$4.96M +$101K +2,420 +2%
CAM
249
Carret Asset Management
New York
$4.91M +$83.5K +1,994 +2%
MSA
250
Mason Street Advisors
Wisconsin
$4.9M -$9.47K -226 -0.2%
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