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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 %
BFA
776
Beaumont Financial Advisors
Massachusetts
$284K +$284K +6,782 New
ATC
777
Argent Trust Co
Tennessee
$283K – – –
FWM
778
Frontier Wealth Management
Missouri
$278K +$7.2K +172 +3%
CC
779
Courier Capital
New York
$273K +$9.29K +222 +4%
BCM
780
Bienville Capital Management
New York
$272K +$503 +12 +0.2%
CCT
781
Capital City Trust
Florida
$272K +$272K +6,486 New
ALA
782
Atherton Lane Advisers
California
$270K -$121K -2,900 -31%
LBC
783
Lowe Brockenbrough & Co
Virginia
$268K – – –
WA
784
WealthTrust Axiom
Pennsylvania
$267K – – –
NPF
785
Norris Perne & French
Michigan
$266K +$6.5K +155 +3%
MYLI
786
Meiji Yasuda Life Insurance
Japan
$264K -$12.6K -300 -5%
CCM
787
Crossvault Capital Management
Texas
$262K – – –
FIB
788
First Interstate Bank
Montana
$260K +$42.8K +1,025 +20%
SWM
789
Stockman Wealth Management
Montana
$260K +$260K +6,194 New
CCM
790
Compton Capital Management
Rhode Island
$259K – – –
NAM
791
Nichols Asset Management
Massachusetts
$259K – – –
NL
792
NWAM LLC
Washington
$259K +$432 +10 +0.2%
PAIA
793
Park Avenue Institutional Advisers
New York
$257K +$257K +6,136 New
ST
794
Smithfield Trust
Pennsylvania
$256K -$25.2K -600 -9%
CBT
795
Central Bank & Trust
Kentucky
$255K -$23.1K -550 -8%
BFIC
796
Bedell Frazier Investment Counselling
California
$253K – – –
CL
797
Choreo LLC
Illinois
$253K +$57.4K +1,369 +29%
GIM
798
Guild Investment Management
California
$253K +$253K +6,044 New
SHGA
799
Sand Hill Global Advisors
California
$252K -$130K -3,108 -34%
HCM
800
Hodges Capital Management
Texas
$252K -$73.5K -1,750 -23%
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