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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 %
CC
651
Cadinha & Co
Hawaii
$490K +$41.9K +1,000 +9%
ECM
652
ETrade Capital Management
Virginia
$485K +$88.7K +2,118 +22%
BBA
653
BLB&B Advisors
Pennsylvania
$479K +$19.8K +473 +4%
LA
654
Lynch & Associates
Indiana
$474K -$19.9K -475 -4%
MIM
655
Marco Investment Management
Georgia
$473K +$113K +2,700 +31%
MCMT
656
Moon Capital Management (Tennessee)
Tennessee
$473K -$52.4K -1,250 -10%
FNBT
657
FineMark National Bank & Trust
Florida
$471K -$30.8K -735 -6%
PWLP
658
Prio Wealth Limited Partnership
Massachusetts
$468K -$108K -2,576 -19%
LW
659
Linscomb Wealth
Texas
$468K -$10.3K -247 -2%
TSW
660
Thompson Siegel & Walmsley
Virginia
$468K +$18K +430 +4%
RIA
661
Regal Investment Advisors
Michigan
$467K -$110K -2,638 -19%
BIM
662
Bridges Investment Management
Nebraska
$464K +$21K +500 +5%
CM
663
Cornerstone Management
Georgia
$463K -$6.24K -149 -1%
SGCA
664
Steel Grove Capital Advisors
Tennessee
$461K +$251K +6,000 +120%
SWM
665
SVA Wealth Management
Wisconsin
$457K -$53.8K -1,286 -11%
SHA
666
Smith Hayes Advisers
Nebraska
$457K +$7.04K +168 +2%
CTA
667
Chesley Taft & Associates
Illinois
$455K -$567K -13,533 -55%
BO
668
Bank OZK
Arkansas
$454K -$31.1K -741 -6%
ATC
669
Argent Trust Company
Louisiana
$452K +$1.84K +44 +0.4%
PIM
670
Penobscot Investment Management
Massachusetts
$451K – – –
C
671
CFO4Life
Texas
$449K -$70.3K -1,676 -14%
GCA
672
Greenwood Capital Associates
South Carolina
$449K -$46.1K -1,100 -9%
MA
673
Montag & Associates
Georgia
$448K – – –
WF
674
Welch & Forbes
Massachusetts
$448K +$105K +2,500 +31%
HAM
675
Highstreet Asset Management
Ontario, Canada
$447K -$177K -4,225 -28%
25 26
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