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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 %
FNB
501
First Niagara Bank
New York
$1.05M +$92.9K +2,218 +10%
ECM
502
Everence Capital Management
Indiana
$1.04M – – –
BPC
503
Banque Pictet & Cie
Switzerland
$1.04M -$17.9K -427 -2%
FMBTD
504
First Midwest Bank Trust Division
Illinois
$1.04M +$94.2K +2,250 +10%
MA
505
MUFG Americas
New York
$1.03M -$139K -3,322 -12%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$1.02M -$560K -13,355 -35%
BB
507
Bell Bank
North Dakota
$1.02M -$31.3K -746 -3%
B
508
Barings
North Carolina
$1.02M -$1.4M -33,300 -58%
CBOR
509
Community Bank of Raymore
Missouri
$1.02M – – –
Parallax Volatility Advisers
510
Parallax Volatility Advisers
California
$1M +$1M +23,921 New
WPC
511
Waters Parkerson & Co
Louisiana
$996K -$436K -10,399 -30%
CB
512
Chemical Bank
Michigan
$994K -$8.38K -200 -0.8%
CS
513
Candriam SCA
Luxembourg
$992K +$36.3K +867 +4%
EWM
514
Edge Wealth Management
New York
$988K +$271K +6,453 +38%
DP
515
Dearborn Partners
Illinois
$980K -$171K -4,089 -15%
NG
516
NatWest Group
United Kingdom
$966K -$103K -2,448 -10%
PP
517
Palladium Partners
Virginia
$966K -$71.2K -1,700 -7%
CA
518
Cullinan Associates
Kentucky
$964K +$143K +3,400 +17%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$962K -$3.14K -75 -0.3%
PJSIMP
520
P.J. Schmidt Investment Management (PJS)
Wisconsin
$958K -$52.4K -1,250 -5%
ZCM
521
Zebra Capital Management
Connecticut
$947K -$143K -3,403 -13%
CC
522
ClearArc Capital
Ohio
$942K +$115K +2,755 +14%
FHA
523
First Horizon Advisors
Tennessee
$930K -$103K -2,458 -10%
EHWM
524
Eads & Heald Wealth Management
Georgia
$927K +$11.6K +276 +1%
DSI
525
Daiwa SB Investments
Japan
$925K -$67.5K -1,610 -7%
19 20
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