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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 %
HIMC
576
Heritage Investors Management Corp
Maryland
$744K – – –
FDS
577
First Dallas Securities
Texas
$741K +$8.42K +201 +1%
SFA
578
Staton Financial Advisors
North Carolina
$739K – – –
DAM
579
Delta Asset Management
Tennessee
$738K +$242K +5,785 +49%
TYCC
580
Texas Yale Capital Corp
Florida
$736K +$12.5K +297 +2%
SCM
581
Schnieders Capital Management
California
$735K +$4.19K +100 +0.6%
Brown Advisory
582
Brown Advisory
Maryland
$729K -$270K -6,458 -27%
SAM
583
Shamrock Asset Management
Texas
$726K -$91.4K -2,179 -11%
PL
584
Perpetual Ltd
Australia
$722K +$105K +2,500 +17%
AIP
585
Ameritas Investment Partners
Nebraska
$715K -$99.7K -2,378 -12%
NSEDCP
586
NJ State Employees Deferred Compensation Plan
New Jersey
$712K – – –
WA
587
Waverly Advisors
Alabama
$707K +$50.3K +1,200 +8%
NA
588
Navellier & Associates
Nevada
$700K -$3.82M -91,167 -85%
RB
589
Rodgers Brothers
Pennsylvania
$699K – – –
PIM
590
Parasol Investment Management
Illinois
$698K +$103K +2,465 +17%
ATC
591
Adirondack Trust Company
New York
$693K +$8.38K +200 +1%
PAM
592
PartnerRe Asset Management
Connecticut
$687K -$120K -2,872 -15%
MCC
593
Mid Continent Capital
Illinois
$686K -$58.7K -1,400 -8%
TCOTO
594
Trust Company of the Ozarks
Missouri
$682K +$193K +4,600 +39%
SCCM
595
Schafer Cullen Capital Management
New York
$681K -$8.38K -200 -1%
SC
596
Scotia Capital
Ontario, Canada
$681K +$53.3K +1,271 +8%
Bank of Nova Scotia
597
Bank of Nova Scotia
Ontario, Canada
$680K +$22.6K +539 +3%
TSS
598
Thomas Story & Son
Indiana
$678K – – –
JIC
599
Johnson Investment Counsel
Ohio
$674K -$13.5K -322 -2%
CT
600
Cambridge Trust
Massachusetts
$672K -$41.6K -991 -6%
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