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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 %
SC
676
Savant Capital
Illinois
$447K -$31.2K -745 -7%
SACTSONJ
677
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$445K – – –
PPSG
678
Princeton Portfolio Strategies Group
New Jersey
$445K +$59.8K +1,426 +16%
SIG
679
Schaller Investment Group
North Carolina
$442K +$2.97K +71 +0.7%
TCM
680
Texan Capital Management
Texas
$441K – – –
CPSAC
681
Chas P. Smith & Associates (CPS)
Florida
$441K +$1.76K +42 +0.4%
FC
682
Forte Capital
New York
$435K -$50.3K -1,200 -10%
ISB
683
Iowa State Bank
Iowa
$435K +$28.1K +670 +7%
CPA
684
Court Place Advisors
Maryland
$427K -$8.39K -200 -2%
LIA
685
LBMC Investment Advisors
Tennessee
$427K -$8.2K -196 -2%
SSWM
686
Smith Salley Wealth Management
North Carolina
$427K +$2.85K +68 +0.7%
AUB
687
Atlantic Union Bankshares
Virginia
$427K +$20.1K +480 +5%
First Manhattan
688
First Manhattan
New York
$425K +$5.15K +123 +1%
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$423K -$29.7K -708 -7%
CCT
690
Country Club Trust
Missouri
$422K -$38.8K -925 -8%
SIG
691
Schooner Investment Group
Pennsylvania
$422K – – –
DSC
692
Duncker Streett & Co
Missouri
$421K +$10.7K +255 +3%
SAA
693
Southeast Asset Advisors
Georgia
$419K – – –
MSFP
694
Mark Sheptoff Financial Planning
Connecticut
$418K -$148K -3,523 -26%
HTHT
695
Hemenway Trust Hemenway Trust
New Hampshire
$415K – – –
WCM
696
Westend Capital Management
California
$410K +$87.6K +2,025 +27%
AAM
697
Autus Asset Management
Arizona
$408K -$11.5K -275 -3%
IB
698
Intrust Bank
Kansas
$404K -$36.8K -877 -8%
FFBTD
699
First Financial Bank - Trust Division
Ohio
$398K -$432K -10,315 -52%
TCOT
700
Trust Company of Toledo
Ohio
$396K – – –
26 27
28
29 30