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 %
GT
426
Glenmede Trust
Pennsylvania
$1.54M +$10.3K +246 +0.7%
CA
427
Cetera Advisors
Colorado
$1.53M +$277K +6,648 +22%
CNBT
428
Canandaigua National Bank & Trust
New York
$1.52M -$5.53K -132 -0.4%
SAMNY
429
Samsung Asset Management (New York)
New York
$1.52M +$1.52M +36,160 New
ACM
430
Azimuth Capital Management
Michigan
$1.51M +$278K +6,628 +22%
MSR
431
Main Street Research
Connecticut
$1.5M -$130K -3,105 -8%
SFWA
432
Summit Financial Wealth Advisors
Louisiana
$1.5M -$83.5K -1,995 -5%
SFG
433
SNS Financial Group
Minnesota
$1.49M +$1.49M +35,651 New
FCCM
434
First City Capital Management
Georgia
$1.49M +$42.5K +1,015 +3%
FTIOP
435
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.48M +$172K +4,114 +13%
MC
436
Moors & Cabot
Massachusetts
$1.48M +$152K +3,636 +11%
WRM
437
Westport Resources Management
Connecticut
$1.47M +$72.4K +1,728 +5%
CHC
438
City Holding Co
West Virginia
$1.46M +$58K +1,385 +4%
BBNB
439
Baker Boyer National Bank
Washington
$1.44M – – –
DAS
440
Dynamic Advisor Solutions
Arizona
$1.44M +$1.44M +34,251 New
NI
441
Nuance Investments
Missouri
$1.43M +$42.8K +1,021 +3%
BA
442
Bennicas & Associates
California
$1.43M -$21K -500 -1%
ZDA
443
Zweig-DiMenna Associates
New York
$1.42M +$1.42M +33,790 New
NMIMC
444
Northwestern Mutual Investment Management Company
Wisconsin
$1.41M +$24K +574 +2%
TCOV
445
Trust Company of Vermont
Vermont
$1.4M +$8.67K +207 +0.6%
ANRIA
446
American National Registered Investment Advisor
Texas
$1.4M – – –
HH
447
Hilltop Holdings
Texas
$1.39M +$24.6K +587 +2%
RIL
448
Rothschild Investment LLC
Illinois
$1.38M +$89.6K +2,138 +7%
GIA
449
GHP Investment Advisors
Colorado
$1.38M +$139K +3,239 +11%
SYBT
450
Stock Yards Bank & Trust
Kentucky
$1.37M -$334K -7,972 -20%
16 17
18
19 20