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 %
TBNY
476
Trustco Bank (New York)
New York
$1.24M -$36.7K -875 -3%
PCA
477
Personal Capital Advisors
California
$1.23M +$321K +7,489 +35%
VRS
478
Virginia Retirement Systems
Virginia
$1.23M +$9.42K +225 +0.8%
RFA
479
Reilly Financial Advisors
California
$1.22M +$90.3K +2,155 +8%
Twin Tree Management
480
Twin Tree Management
Texas
$1.22M -$869K -20,738 -42%
1IA
481
1834 Investment Advisors
Wisconsin
$1.21M +$307K +7,324 +34%
WWM
482
Willingdon Wealth Management
North Carolina
$1.2M -$38.5K -917 -3%
DWA
483
Douglass Winthrop Advisors
New York
$1.19M – – –
CAM
484
Columbia Asset Management
Michigan
$1.19M -$10.7K -255 -0.9%
HW
485
Hancock Whitney
Mississippi
$1.18M – – –
JWBC
486
J.W. Burns & Co
New York
$1.18M +$51.3K +1,225 +5%
ACM
487
Argentus Capital Management
Texas
$1.17M -$55.4K -1,322 -5%
CIM
488
CenturyLink Investment Management
Colorado
$1.17M +$1.17M +27,807 New
NAM
489
NTV Asset Management
West Virginia
$1.14M +$126 +3 +0%
BVDMP
490
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.14M – – –
ICOA
491
Investment Centers of America
North Dakota
$1.13M -$231K -5,529 -17%
MERSOM
492
Municipal Employees' Retirement System of Michigan
Michigan
$1.13M +$19.3K +460 +2%
NRS
493
Neville Rodie & Shaw
New York
$1.12M – – –
NPC
494
National Planning Corporation
California
$1.11M +$69.5K +1,513 +7%
PFSC
495
Peoples Financial Services Corp
Pennsylvania
$1.11M +$132K +3,150 +14%
SCM
496
Shelton Capital Management
Colorado
$1.1M -$1.07M -25,512 -49%
FUBT
497
First United Bank & Trust
Maryland
$1.1M +$4.61K +110 +0.4%
SPC
498
Sigma Planning Corp
Michigan
$1.09M -$138K -3,284 -11%
DC
499
Deere & Company
Illinois
$1.07M -$1.66M -39,660 -61%
ECM
500
Exchange Capital Management
Michigan
$1.06M +$11.5K +275 +1%
18 19
20
21 22