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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 %
AIA
551
Alerus Investment Advisors
Minnesota
$812K – – –
ST
552
Somerset Trust
Pennsylvania
$798K -$88.3K -2,109 -10%
CT
553
Coastline Trust
Rhode Island
$798K +$29.5K +705 +4%
AF
554
Aldebaran Financial
$797K -$40.7K -972 -5%
CCM
555
Cohen Capital Management
California
$796K – – –
PHIMC
556
Private Harbour Investment Management & Counsel
Ohio
$795K +$10.5K +250 +1%
BA
557
Boston Advisors
Massachusetts
$791K -$22.2K -530 -3%
MCM
558
McMillion Capital Management
North Carolina
$790K -$75.2K -1,795 -9%
DDC
559
Daniel Devine & Co
Florida
$788K – – –
CGT
560
Capital Guardian Trust
California
$785K +$19.3K +461 +3%
CA
561
CapWealth Advisors
Tennessee
$784K -$186K -4,437 -19%
CIA
562
ClearBridge Investments (Australia)
Australia
$783K +$783K +14,358 New
PIA
563
Peachtree Investment Advisors
Georgia
$779K -$10.1K -242 -1%
SAM
564
SignalPoint Asset Management
Missouri
$775K – – –
PS
565
Pensionfund Sabic
Netherlands
$775K – – –
RMA
566
Roffman Miller Associates
Pennsylvania
$773K -$84.6K -2,019 -10%
ACP
567
Aviance Capital Partners
Florida
$771K -$25K -597 -3%
ZIC
568
ZWJ Investment Counsel
Georgia
$770K -$1.09K -26 -0.1%
EOJOAM
569
E. Ohman J:or Asset Management
Sweden
$767K – – –
OMCS
570
Old Mutual Customised Solutions
South Africa
$758K – – –
BFA
571
Benedict Financial Advisors
Georgia
$755K -$11.9K -276 -2%
CWM
572
Concert Wealth Management
California
$755K +$38.2K +910 +5%
MYAM
573
Meiji Yasuda Asset Management
Japan
$752K -$4.61K -110 -0.6%
IWM
574
Integrated Wealth Management
California
$748K +$56.8K +1,355 +8%
SCM
575
Southport Capital Management
Tennessee
$746K +$528K +12,604 +243%
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