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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 %
MSS
451
Mitchell Sinkler & Starr
Pennsylvania
$1.37M -$227K -5,415 -14%
CCT
452
Chemung Canal Trust
New York
$1.36M +$73.7K +1,760 +6%
SAM
453
Sequent Asset Management
Texas
$1.36M – – –
SEI Investments
454
SEI Investments
Pennsylvania
$1.35M -$410K -9,794 -23%
FG
455
Fiduciary Group
Georgia
$1.34M +$1.34M +31,962 New
RBC
456
Ronald Blue & Co
Georgia
$1.34M +$118K +2,821 +10%
MNBTD
457
Moody National Bank Trust Division
Texas
$1.34M – – –
CWP
458
Capital Wealth Planning
Florida
$1.34M +$640K +15,290 +92%
IH
459
IFC Holdings
Florida
$1.33M -$9.92K -237 -0.7%
MMPW
460
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$1.55K +37 +0.1%
Nomura Holdings
461
Nomura Holdings
Japan
$1.32M -$2.63M -62,412 -67%
MCM
462
McRae Capital Management
New Jersey
$1.31M – – –
AIS
463
American Investment Services
Massachusetts
$1.3M -$97.3K -2,322 -7%
HPIA
464
Hamilton Point Investment Advisors
North Carolina
$1.29M +$24.3K +580 +2%
MCM
465
Murphy Capital Management
New Jersey
$1.29M -$577K -13,770 -31%
AB
466
Amalgamated Bank
New York
$1.29M +$92.9K +2,218 +8%
ACM
467
Aviance Capital Management
Florida
$1.27M -$2.16M -119,003 -63%
DRS
468
Deane Retirement Strategies
Louisiana
$1.27M -$2.04M -112,547 -62%
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$1.26M -$6.54K -156 -0.5%
CFA
470
Carroll Financial Associates
North Carolina
$1.25M +$151K +3,595 +14%
TCM
471
Telos Capital Management
California
$1.24M +$68.6K +1,638 +6%
OPCM
472
Osborne Partners Capital Management
California
$1.24M -$95.6K -2,280 -7%
SC
473
SouthState Corp
Florida
$1.24M -$50.3K -1,200 -4%
VV
474
Verity & Verity
South Carolina
$1.24M -$31.7K -756 -2%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.24M +$15.7K +375 +1%
17 18
19
20 21