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 %
TC
401
Trust Company
Kansas
$1.75M +$1.46M +34,948 +505%
GIP
402
Greatmark Investment Partners
Georgia
$1.75M +$19.8K +472 +1%
BKA
403
Brick & Kyle Associates
Pennsylvania
$1.74M +$66.2K +1,580 +4%
ONB
404
Old National Bancorp
Indiana
$1.73M -$131K -3,124 -7%
BCP
405
Blue Chip Partners
Michigan
$1.7M +$130K +3,095 +8%
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$1.7M +$77.5K +1,848 +5%
Connor, Clark & Lunn Investment Management (CC&L)
407
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.69M +$1.32M +31,500 +355%
SWP
408
Stratos Wealth Partners
Ohio
$1.68M -$654K -15,613 -28%
PMG
409
ProVise Management Group
Florida
$1.68M +$66K +1,575 +4%
PCM
410
Parsons Capital Management
Rhode Island
$1.67M -$33.8K -807 -2%
OPTFSNA
411
Old Point Trust & Financial Services N A
Virginia
$1.65M +$149K +3,550 +10%
DIA
412
Dean Investment Associates
Ohio
$1.65M +$3.65K +87 +0.2%
William Blair & Company
413
William Blair & Company
Illinois
$1.65M +$180K +4,286 +12%
PTC
414
Private Trust Company
Ohio
$1.64M +$18.1K +433 +1%
WFG
415
Wills Financial Group
Virginia
$1.64M +$503K +11,999 +44%
RIG
416
Roosevelt Investment Group
New York
$1.64M +$7.54K +180 +0.5%
Capital Fund Management (CFM)
417
Capital Fund Management (CFM)
France
$1.63M +$1.63M +38,782 New
VFA
418
Voya Financial Advisors
Connecticut
$1.62M -$5.04K -120 -0.3%
Natixis Advisors
419
Natixis Advisors
Massachusetts
$1.61M +$86.5K +2,064 +6%
MBTD
420
Mechanics Bank - Trust Department
California
$1.61M -$14.7K -350 -0.9%
NGA
421
Naples Global Advisors
Florida
$1.57M +$126K +3,008 +9%
HCM
422
Hall Capital Management
Rhode Island
$1.57M -$235K -5,613 -13%
WRHAM
423
W.R. Huff Asset Management
Florida
$1.56M – – –
KT
424
Kanaly Trust
Texas
$1.55M +$62.8K +1,500 +4%
HCM
425
Hengehold Capital Management
Ohio
$1.55M -$18K -430 -1%
15 16
17
18 19