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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 %
KA
726
Kovack Advisors
Florida
$345K +$39K +931 +13%
GLRA
727
Gerald L. Ray & Associates
Texas
$343K +$4.35K +104 +1%
RBA
728
Richard Bernstein Advisors
New York
$342K -$927K -22,129 -73%
WT
729
Washington Trust
Rhode Island
$342K – – –
ANBTV
730
American National Bank & Trust (Virginia)
Virginia
$342K +$2.85K +68 +0.8%
WSFS
731
Wilmington Savings Fund Society
Delaware
$340K -$62.8K -1,500 -16%
AR
732
Advisory Research
Illinois
$340K +$4.36K +104 +1%
BWP
733
Baldwin Wealth Partners
Massachusetts
$338K -$8.38K -200 -2%
VCM
734
Violich Capital Management
California
$338K – – –
BAC
735
Boys Arnold & Co
North Carolina
$337K -$62.6K -1,494 -16%
LA
736
Lau Associates
Delaware
$335K – – –
MCM
737
Maple Capital Management
Vermont
$333K +$27.3K +650 +9%
IC
738
Inverness Counsel
New York
$331K -$660K -15,760 -67%
BTW
739
Boston Trust Walden
Massachusetts
$331K – – –
IMOV
740
Investment Management of Virginia
Virginia
$329K -$21K -500 -6%
GC
741
Grimes & Company
Massachusetts
$326K -$41.8K -996 -11%
IP
742
Isthmus Partners
Wisconsin
$326K +$10.9K +260 +3%
FIM
743
Freedom Investment Management
Connecticut
$324K -$18.3K -436 -5%
EB
744
Eastern Bank
Massachusetts
$323K -$20.7K -494 -6%
IAMOG
745
Investors Asset Management of Georgia
Georgia
$323K -$5.24K -125 -2%
MHIM
746
MacNealy Hoover Investment Management
Ohio
$323K – – –
CCA
747
Cobblestone Capital Advisors
New York
$323K +$28.9K +690 +10%
ISL
748
Ingalls & Snyder LLC
New York
$320K +$6.32K +151 +2%
FNBTCON
749
First National Bank & Trust Co of Newtown
Pennsylvania
$319K +$23.5K +560 +8%
AA
750
Ancora Advisors
Ohio
$318K +$318K +7,600 New
28 29
30
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