SO icon

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 %
AL
251
AJO LP
Pennsylvania
$4.89M +$315K +7,520 +7%
OA
252
OFI Advisors
Pennsylvania
$4.85M +$992K +23,673 +26%
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$4.82M -$265K -6,330 -5%
BCM
254
Brookmont Capital Management
Texas
$4.78M +$62K +1,479 +1%
TC
255
Travelers Companies
Minnesota
$4.69M – – –
CCM
256
Cadence Capital Management
Massachusetts
$4.67M +$2.19M +52,229 +88%
CBOA
257
Commonwealth Bank of Australia
Australia
$4.65M +$135K +3,226 +3%
KCM
258
Kanawha Capital Management
Virginia
$4.54M -$7.33K -175 -0.2%
VBCP
259
Vollero Beach Capital Partners
New York
$4.5M +$4.5M +107,309 New
PAM
260
Private Asset Management
California
$4.49M +$494K +11,800 +12%
NIA
261
Northstar Investment Advisors
Colorado
$4.49M +$250K +5,957 +6%
BFA
262
Bragg Financial Advisors
North Carolina
$4.46M +$114K +2,726 +3%
GH
263
GAM Holding
Switzerland
$4.44M -$505K -12,059 -10%
BCM
264
Birmingham Capital Management
Alabama
$4.42M +$4.27K +102 +0.1%
BCM
265
Brookstone Capital Management
Illinois
$4.34M +$907K +21,642 +26%
RJFSA
266
Raymond James Financial Services Advisors
Florida
$4.31M +$756K +18,046 +21%
PAG
267
Private Advisor Group
New Jersey
$4.29M +$198K +4,722 +5%
RJT
268
Raymond James Trust
Florida
$4.29M -$23.3K -556 -0.5%
CB
269
Commerce Bank
Missouri
$4.28M -$305K -7,283 -7%
COPPSERS
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.27M -$100K -2,389 -2%
HPC
271
HM Payson & Co
Maine
$4.23M +$880K +21,004 +26%
HSA
272
Hussman Strategic Advisors
Maryland
$4.19M -$4.19M -100,000 -50%
MOACM
273
Mutual of America Capital Management
New York
$4.17M -$27.2K -648 -0.6%
WAM
274
World Asset Management
Michigan
$4.13M -$456K -10,871 -10%
FBB
275
Fulton Breakefield Broenniman
Maryland
$4.13M -$52.8K -1,261 -1%
9 10
11
12 13