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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 %
ARMT
751
Amica Retiree Medical Trust
Rhode Island
$316K – – –
PL
752
Parkwood LLC
Ohio
$315K -$24.3K -580 -7%
LH
753
Lebenthal Holdings
New York
$311K +$65.6K +1,565 +27%
W
754
Wealthfront
California
$310K -$44.6K -1,065 -13%
SDIC
755
South Dakota Investment Council
South Dakota
$310K – – –
PAM
756
Premier Asset Management
Illinois
$309K +$54.5K +1,301 +21%
GA
757
Geneva Advisors
Illinois
$306K -$39.8K -951 -12%
FSA
758
Franklin Street Advisors
North Carolina
$306K +$21K +500 +7%
CBN
759
Cadence Bank NA
Texas
$305K +$8.37K +200 +3%
AT
760
Argent Trust
Texas
$304K – – –
AWCI
761
Alpine Woods Capital Investors
New York
$302K – – –
KFP
762
Keystone Financial Planning
Ohio
$300K – – –
MMG
763
Monetary Management Group
Missouri
$299K -$39.9K -950 -12%
PAMG
764
Patton Albertson Miller Group
Tennessee
$298K -$72.2K -1,723 -20%
BST
765
Bath Savings Trust
Maine
$298K -$24.3K -580 -8%
LSV Asset Management
766
LSV Asset Management
Illinois
$297K +$297K +7,100 New
HCMNY
767
Howard Capital Management (New York)
New York
$294K +$3.52K +84 +1%
BIA
768
Barry Investment Advisors
Massachusetts
$294K +$8.76K +209 +3%
SAM
769
Summit Asset Management
Tennessee
$293K -$12.7K -303 -4%
KL
770
Kinsight LLC
Alabama
$290K -$28K -669 -9%
KB
771
Kimelman & Baird
New York
$290K – – –
JWS
772
Juncture Wealth Strategies
Arizona
$289K +$58.6K +1,400 +25%
OWP
773
Obermeyer Wealth Partners
Colorado
$287K +$20.9K +500 +8%
BC
774
Banced Corp
Illinois
$287K +$287K +6,840 New
MHIC
775
Marble Harbor Investment Counsel
Massachusetts
$284K – – –
29 30
31
32 33