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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 %
CP
801
Camelot Portfolios
Ohio
$251K +$41.8K +1,000 +20%
FIM
802
Frontier Investment Management
Texas
$250K -$4.94K -118 -2%
AB
803
Atlas Brown
Kentucky
$250K – – –
GSBTD
804
Glenview State Bank Trust Department
Illinois
$249K +$21K +500 +9%
VAM
805
Verity Asset Management
North Carolina
$249K +$249K +5,934 New
SAM
806
Silvercrest Asset Management
New York
$249K +$249K +5,950 New
VKH
807
Virtu KCG Holdings
New York
$248K -$915K -21,819 -79%
HFM
808
Hartford Financial Management
Connecticut
$247K -$37.7K -903 -13%
CCM
809
Covington Capital Management
California
$247K -$4.19K -100 -2%
GI
810
Gradient Investments
Minnesota
$245K +$16.8K +401 +7%
YIA
811
YHB Investment Advisors
Connecticut
$244K -$13.2K -315 -5%
BEAM
812
Baker Ellis Asset Management
Washington
$244K -$8.38K -200 -3%
WBC
813
Westpac Banking Corp
Australia
$243K -$1.98M -47,337 -89%
IC
814
Intersect Capital
California
$243K +$44.7K +1,064 +23%
CCG
815
Chatham Capital Group
Georgia
$242K +$20.9K +500 +9%
SWA
816
SFMG Wealth Advisors
Texas
$241K -$265K -6,333 -52%
WC
817
Whitnell & Co
Illinois
$238K +$26.8K +640 +13%
CONA
818
Capital One National Association
New York
$236K – – –
Mirae Asset Global Investments
819
Mirae Asset Global Investments
South Korea
$235K +$1.21K +29 +0.5%
MBT
820
Montecito Bank & Trust
California
$233K – – –
FQ
821
First Quadrant
California
$230K – – –
IHL
822
Investment House LLC
California
$230K +$126 +3 +0.1%
FFC
823
First Financial Corp
Indiana
$228K -$13.5K -323 -6%
PP
824
Prudential plc
United Kingdom
$227K – – –
DWT
825
Dorsey & Whitney Trust
South Dakota
$226K +$3.6K +86 +2%
31 32
33
34 35