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
+$152M
2
Franklin Resources
Franklin Resources
California
+$151M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$127M
4
H
Hexavest
Quebec, Canada
+$112M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$105M
2
State Street
State Street
Massachusetts
-$91.6M
3
Prudential Financial
Prudential Financial
New Jersey
-$60.6M
4
Morgan Stanley
Morgan Stanley
New York
-$38.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
326
Capstone Asset Management
Texas
$2.76M +$238K +5,680 +9%
PA
327
Profund Advisors
Maryland
$2.75M -$579K -13,806 -17%
WA
328
WFG Advisors
Texas
$2.74M -$52.1K -1,244 -2%
BIA
329
Biondo Investment Advisors
Pennsylvania
$2.73M +$113K +2,692 +4%
CAN
330
Cetera Advisor Networks
California
$2.73M – – –
PNC
331
Park National Corp
Ohio
$2.72M +$80.8K +1,930 +3%
M
332
MOTCO
Texas
$2.72M +$153K +3,641 +6%
TL
333
Tirschwell & Loewy
New York
$2.71M +$147K +3,500 +6%
I
334
IberiaBank
Louisiana
$2.67M -$792K -18,914 -23%
DC
335
Davenport & Co
Virginia
$2.67M -$171K -4,074 -6%
MA
336
Marshwinds Advisory
Georgia
$2.67M -$32.4K -773 -1%
PA
337
Pinnacle Associates
New York
$2.66M +$16.8K +402 +0.6%
FB
338
Fulton Bank
Pennsylvania
$2.63M +$27.9K +665 +1%
DL
339
Delta Lloyd
Netherlands
$2.61M +$861K +20,548 +49%
TG
340
TCW Group
California
$2.61M -$8.14M -194,350 -76%
ERSOT
341
Employees Retirement System of Texas
Texas
$2.6M -$3.02M -72,000 -54%
HB
342
Homrich & Berg
Georgia
$2.57M -$8.3K -198 -0.3%
KRS
343
Kentucky Retirement Systems
Kentucky
$2.57M +$1.76K +42 +0.1%
OI
344
Oakbrook Investments
Illinois
$2.56M -$373K -8,900 -13%
RWM
345
Rench Wealth Management
Texas
$2.56M +$89.2K +2,129 +4%
GW
346
GW & Wade
Massachusetts
$2.55M -$62.1K -1,483 -2%
FNB
347
Farmers National Bank
Kentucky
$2.54M +$190K +4,546 +8%
IGIM
348
I.G. Investment Management
Manitoba, Canada
$2.54M -$22.9K -546 -0.9%
NIM
349
NXG Investment Management
Texas
$2.54M – – –
EFS
350
Essex Financial Services
Connecticut
$2.51M -$18K -430 -0.7%
12 13
14
15 16