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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 %
CIM
601
CIM Investment Management
Pennsylvania
$660K – – –
AHS
602
Aspiriant Holdings S3
California
$657K -$366K -8,740 -36%
BC
603
Burney Company
Virginia
$657K +$4.78K +114 +0.7%
Bessemer Group
604
Bessemer Group
New Jersey
$656K +$16.6K +397 +3%
SI
605
SII Investments
Wisconsin
$655K +$99.3K +2,385 +18%
AW
606
ACG Wealth
Georgia
$648K -$933K -22,250 -59%
FNBOMD
607
First National Bank of Mount Dora
Florida
$637K +$2.51K +60 +0.4%
ACM
608
Argyle Capital Management
Pennsylvania
$631K – – –
BIC
609
Bridges Investment Counsel
Nebraska
$628K -$101K -2,400 -14%
CT
610
Chicago Trust
Illinois
$623K -$7.54K -180 -1%
FTC
611
Farmers Trust Company
Ohio
$623K -$1.05K -25 -0.2%
NFG
612
Next Financial Group
Texas
$622K -$19.9K -476 -3%
MC
613
Middleton & Co
Massachusetts
$620K -$53.4K -1,274 -8%
OC
614
Oakworth Capital
Alabama
$611K – – –
SJIM
615
St. Johns Investment Management
Florida
$607K +$2.85K +68 +0.5%
AP
616
Advisor Partners
California
$606K +$167K +3,823 +38%
LOAMS
617
Lombard Odier Asset Management (Switzerland)
Switzerland
$602K -$491K -11,709 -45%
FA
618
FDx Advisors
Illinois
$600K -$439K -10,485 -42%
SW
619
SVB Wealth
Massachusetts
$593K -$80.5K -1,920 -12%
GG
620
Gofen & Glossberg
Illinois
$592K – – –
RCAG
621
Rehmann Capital Advisory Group
Michigan
$589K +$52K +1,242 +10%
GLA
622
Great Lakes Advisors
Illinois
$577K +$3.65K +87 +0.6%
ACM
623
Americafirst Capital Management
California
$576K +$576K +13,738 New
BKBG
624
BHF Kleinwort Benson Group
Belgium
$570K -$545K -13,000 -49%
DC
625
Deschaine & Company
Illinois
$559K +$8.38K +200 +2%
23 24
25
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