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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 %
SBH
626
Segall Bryant & Hamill
Illinois
$555K -$30.6K -730 -5%
CEP
627
Chicago Equity Partners
Illinois
$548K -$50.7K -1,210 -8%
VFS
628
VSR Financial Services
Kansas
$545K -$50K -1,192 -8%
TCM
629
Twin Capital Management
Pennsylvania
$541K – – –
SMC
630
Smith, Moore & Co
Missouri
$537K +$52.5K +1,255 +11%
ANI
631
American National Insurance
Texas
$535K – – –
AWA
632
ARS Wealth Advisors
Florida
$533K – – –
BT
633
Beacon Trust
New Jersey
$531K -$68.2K -1,628 -11%
SSWM
634
Sheets Smith Wealth Management
North Carolina
$531K +$17.8K +424 +3%
SL
635
Summitry LLC
California
$530K -$16.8K -400 -3%
AP
636
Appleton Partners
Massachusetts
$528K -$17K -406 -3%
DCM
637
Donaldson Capital Management
Indiana
$522K +$31.6K +755 +6%
HCM
638
Hollencrest Capital Management
California
$520K -$39K -929 -7%
HIC
639
Holderness Investments Company
North Carolina
$520K -$5.32K -127 -1%
CSIC
640
Clifford Swan Investment Counsel
California
$516K +$16.7K +400 +3%
HVIA
641
Hudson Valley Investment Advisors
New York
$514K – – –
CAM
642
Congress Asset Management
Massachusetts
$511K -$1.98M -47,267 -80%
EWM
643
Evercore Wealth Management
New York
$509K -$16.2K -385 -3%
WSC
644
Wellington Shields & Co
New York
$509K +$168 +4 +0%
SJIC
645
St. James Investment Company
Texas
$509K +$41.5K +990 +9%
HTC
646
Haverford Trust Company
Pennsylvania
$506K – – –
NAMA
647
Nikko Asset Management Americas
New York
$499K -$71.3K -1,700 -13%
BTNA
648
Bremer Trust National Association
Minnesota
$492K -$199K -4,753 -29%
HSA
649
HBK Sorce Advisory
Pennsylvania
$491K -$4.82K -115 -1%
PAM
650
Palisade Asset Management
Minnesota
$491K +$8.38K +200 +2%
24 25
26
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