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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 %
NB
276
Norinchukin Bank
Japan
$4.06M -$101K -2,418 -2%
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$4.03M -$352K -8,400 -8%
TH
278
TCTC Holdings
Texas
$3.94M +$293K +7,000 +8%
HNB
279
Huntington National Bank
Ohio
$3.87M -$142K -3,395 -4%
FNFDCM
280
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.87M -$105K -2,509 -3%
VanEck Associates
281
VanEck Associates
New York
$3.82M +$78.6K +1,875 +2%
OIM
282
Opus Investment Management
Massachusetts
$3.81M – – –
RAM
283
RWC Asset Management
United Kingdom
$3.81M – – –
CTC
284
Central Trust Company
Missouri
$3.78M -$335 -8 -0%
FNT
285
First National Trust
Pennsylvania
$3.74M +$72.9K +1,740 +2%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$3.73M -$462K -11,007 -11%
Janus Henderson Group
287
Janus Henderson Group
United Kingdom
$3.68M – – –
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$3.64M +$36K +860 +1%
SAM
289
Securian Asset Management
Minnesota
$3.6M +$44.5K +1,061 +1%
CI
290
Conning Inc
Connecticut
$3.56M -$9.64K -230 -0.3%
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$3.55M -$192K -4,575 -5%
VHAM
292
Van Hulzen Asset Management
California
$3.54M +$172K +4,105 +5%
LS
293
Livforsakringsbolaget Skandia
Sweden
$3.51M – – –
AMI
294
Amica Mutual Insurance
Rhode Island
$3.46M – – –
TU
295
TDAM USA
Ontario, Canada
$3.41M -$632K -15,076 -16%
WC
296
Whitney & Co
New York
$3.39M +$58.7K +1,400 +2%
QI
297
QS Investors
New York
$3.37M +$1.58M +37,613 +88%
PAM
298
PVG Asset Management
Colorado
$3.36M -$74.7K -1,783 -2%
BG
299
Bollard Group
Massachusetts
$3.34M +$126K +2,995 +4%
DADC
300
D.A. Davidson & Co
Montana
$3.32M +$506K +12,094 +18%
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