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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.

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
1
Hotchkis & Wiley Capital Management
California
$211M
2
Franklin Resources
2
Franklin Resources
California
$1.45B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$210M
4
H
4
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$230M
2
State Street
2
State Street
Massachusetts
$1.76B
3
Prudential Financial
3
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.62M
Name Market Value Shares Shares
Change 		Shares
Change %
T
51
TOBAM
France
$66.7M 1,591,696 +384,716 +32%
UBS Group
52
UBS Group
Switzerland
$64M 1,527,052 -54,509 -3%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$64M 1,526,729 +64,886 +4%
CA
54
Cortland Advisers
Delaware
$62.9M 1,500,000 +500,000 +50%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$62.4M 1,489,012 +102,164 +7%
CS
56
Credit Suisse
Switzerland
$60.2M 1,436,547 +74,504 +5%
Barclays
57
Barclays
United Kingdom
$59.9M 1,461,492 +146,550 +11%
TCIM
58
TIAA CREF Investment Management
New York
$59.2M 1,411,925 -435,843 -24%
AI
59
Ariel Investments
Illinois
$56.9M 1,358,978 +946,393 +229%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$56.9M 1,357,304 +314,989 +30%
MTB
61
Mizuho Trust & Banking
Japan
$56.6M 1,350,209 +65,624 +5%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$55.2M 1,318,452 +202,170 +18%
American Century Companies
63
American Century Companies
Missouri
$54.6M 1,302,575 +1,173,321 +908%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$53.1M 1,267,890 -202,727 -14%
WHG
65
Westwood Holdings Group
Texas
$52.1M 1,243,190 -29,700 -2%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$51M 1,217,581 +102,205 +9%
Prudential Financial
67
Prudential Financial
New Jersey
$49.9M 1,190,827 -1,445,500 -55%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$49.5M 1,180,346 +51,863 +5%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$48.9M 1,166,957 -1,155 -0.1%
Principal Financial Group
70
Principal Financial Group
Iowa
$48.5M 1,158,415 +4,135 +0.4%
MAA
71
Managed Account Advisors
New Jersey
$46.4M 1,106,481 +57,042 +5%
Canada Life
72
Canada Life
Manitoba, Canada
$45.9M 1,096,482 -230,045 -17%
Stifel Financial
73
Stifel Financial
Missouri
$45.7M 1,093,366 +56,903 +5%
SC
74
Stralem & Co
New York
$45M 1,073,949 -192,996 -15%
BJ
75
BlackRock Japan
Japan
$44.9M 1,070,720 +52,299 +5%
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