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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
$211M
2
Franklin Resources
Franklin Resources
California
$1.45B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$210M
4
H
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$230M
2
State Street
State Street
Massachusetts
$1.76B
3
Prudential Financial
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
Morgan Stanley
New York
$121M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
701
Brown Brothers Harriman & Co
New York
$395K +$13.6K +325 +4%
BMC
702
Benin Management Corp
Connecticut
$390K – – –
ST
703
Sabal Trust
Florida
$389K – – –
VAM
704
Visium Asset Management
New York
$388K -$102K -2,433 -21%
CFS
705
Commonwealth Financial Services
West Virginia
$387K -$7.5K -179 -2%
CIBC World Market
706
CIBC World Market
Ontario, Canada
$387K +$195K +4,657 +102%
SCM
707
Salem Capital Management
Massachusetts
$379K – – –
AF
708
Allworth Financial
California
$378K -$121K -2,889 -24%
CAM
709
Cypress Asset Management
Texas
$378K – – –
CK
710
Cohen Klingenstein
New York
$377K – – –
TTWM
711
TCV Trust & Wealth Management
Virginia
$376K -$168K -4,024 -31%
Fisher Asset Management
712
Fisher Asset Management
Washington
$375K +$68.6K +1,638 +22%
NYLIM
713
New York Life Investment Management
New York
$373K – – –
BAM
714
Berkshire Asset Management
Pennsylvania
$370K +$62.9K +1,500 +20%
CICI
715
Capital Investment Counsel Inc
North Carolina
$366K -$54.5K -1,300 -13%
KFC
716
Klingenstein Fields & Co
New York
$364K -$16.8K -400 -4%
DJSG
717
D.J. St. Germain
Massachusetts
$362K +$57.2K +1,365 +19%
CCA
718
Checchi Capital Advisers
California
$360K – – –
Simplex Trading
719
Simplex Trading
Illinois
$358K +$127K +3,026 +55%
BFS
720
Bradley Foster & Sargent
Connecticut
$356K -$22.5K -536 -6%
CCM
721
Chilton Capital Management
Texas
$356K – – –
MAA
722
Mraz Amerine & Associates
California
$355K – – –
CB
723
Community Bank
New York
$348K – – –
MAM
724
Mizuho Asset Management
Japan
$346K +$93.6K +2,235 +37%
BRWA
725
B. Riley Wealth Advisors
Florida
$345K -$193K -4,574 -36%
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