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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 %
CCP
526
Clarkston Capital Partners
Michigan
$922K – – –
WS
527
Wedbush Securities
California
$909K +$15.3K +366 +2%
Los Angeles Capital Management
528
Los Angeles Capital Management
California
$903K -$722K -17,229 -44%
MDCM
529
Morgan Dempsey Capital Management
Wisconsin
$900K +$80.5K +1,922 +10%
TFA
530
Transamerica Financial Advisors
Florida
$889K +$21.1K +503 +2%
DG
531
Davidson & Garrard
Virginia
$888K -$4.86K -116 -0.5%
IEFM
532
IQ EQ Fund Management
Ireland
$888K -$2.55K -55 -0.3%
NA
533
NewEdge Advisors
Louisiana
$876K +$876K +20,896 New
ASN
534
Advisory Services Network
Georgia
$874K +$73.7K +1,749 +9%
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$867K -$1.57M -37,500 -64%
Acadian Asset Management
536
Acadian Asset Management
Massachusetts
$855K – – –
OWD
537
Osborn Williams & Donohoe
Ohio
$854K -$21.5K -500 -2%
KL
538
KWMG LLC
Kansas
$851K -$9.55K -228 -1%
S
539
SignatureFD
Georgia
$848K +$575K +13,717 +210%
BMO
540
Beck Mack & Oliver
New York
$839K -$109K -2,600 -11%
SSB
541
Sandy Spring Bank
Maryland
$837K -$343K -8,187 -29%
ICAS
542
Investors Capital Advisory Services
Massachusetts
$830K +$20.5K +489 +3%
BFC
543
Blue Fin Capital
Rhode Island
$828K -$180K -4,290 -18%
FT
544
Fiduciary Trust
Massachusetts
$828K -$15.7K -375 -2%
KIA
545
Kopp Investment Advisors
Minnesota
$825K – – –
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$823K -$169K -3,734 -17%
CIC
547
Carnegie Investment Counsel
Ohio
$822K +$160K +3,827 +24%
IIM
548
Ipswich Investment Management
Massachusetts
$817K -$121K -2,900 -13%
CI
549
Constellation Investments
Ohio
$817K +$8.38K +200 +1%
ADBIC
550
A.D. Beadell Investment Counsel
Wisconsin
$813K – – –
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