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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
+$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 %
PAM
351
Peninsula Asset Management
Florida
$2.44M -$7.96K -190 -0.3%
PTCG
352
Pring Turner Capital Group
California
$2.44M +$2.44M +58,290 New
Mackenzie Financial
353
Mackenzie Financial
Ontario, Canada
$2.42M +$327K +7,810 +16%
BW
354
Bison Wealth
Georgia
$2.38M -$74.3K -1,773 -3%
LIA
355
LS Investment Advisors
Michigan
$2.34M -$87.7K -2,092 -4%
AF
356
Ally Financial
Michigan
$2.3M +$2.3M +55,000 New
DnB Asset Management
357
DnB Asset Management
Norway
$2.25M +$130K +3,100 +6%
DCM
358
Dupont Capital Management
Delaware
$2.25M +$257K +6,141 +13%
TCT
359
TIAA CREF Trust
Missouri
$2.25M +$139K +3,307 +7%
LMGAM
360
Liberty Mutual Group Asset Management
Massachusetts
$2.23M -$827K -19,736 -27%
BFM
361
Boston Financial Management
Massachusetts
$2.21M -$131K -3,126 -6%
KIA
362
KCM Investment Advisors
California
$2.19M -$153K -3,650 -7%
SBWIC
363
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.19M +$140K +3,340 +7%
Neuberger Berman Group
364
Neuberger Berman Group
New York
$2.18M -$421K -10,054 -16%
GJIC
365
Gamble Jones Investment Counsel
California
$2.14M -$58K -1,385 -3%
FC
366
FCA Corp
Texas
$2.13M +$672K +16,024 +46%
MAA
367
Matrix Asset Advisors
New York
$2.11M +$346K +8,258 +20%
PWW
368
Pettyjohn Wood & White
Virginia
$2.08M -$50.3K -1,200 -2%
NB
369
NBT Bank
New York
$2.08M -$15.7K -374 -0.7%
CP
370
Corbenic Partners
Pennsylvania
$2.05M +$10.5K +251 +0.5%
MFS
371
MSI Financial Services
Massachusetts
$2.05M +$348K +8,308 +20%
WFMPM
372
Woodley Farra Manion Portfolio Management
Indiana
$2.04M +$49.7K +1,185 +2%
APFBOT
373
Amica Pension Fund Board of Trustees
Rhode Island
$2.02M – – –
WC
374
Woodstock Corp
Massachusetts
$2.02M +$106K +2,530 +6%
SIM
375
Sentry Investment Management
Wisconsin
$2.01M -$1.24M -29,522 -38%
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