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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 %
FBT
826
First Bankers Trust
Kentucky
$225K – – –
AWA
827
AmeriServ Wealth Advisors
Pennsylvania
$224K -$64.5K -1,539 -22%
HC
828
Hourglass Capital
Texas
$223K – – –
ST
829
Spinnaker Trust
Maine
$222K -$24.1K -575 -10%
SM
830
Stratton Management
Pennsylvania
$222K – – –
LI
831
LMCG Investments
Massachusetts
$220K -$3.14K -75 -1%
TFF
832
The Family Firm
Maryland
$218K +$503 +12 +0.2%
SCA
833
Stonebridge Capital Advisors
Minnesota
$215K – – –
Tudor Investment Corp
834
Tudor Investment Corp
Connecticut
$214K -$369K -8,800 -63%
TSWM
835
Triangle Securities Wealth Management
North Carolina
$213K – – –
HT
836
HighTower Trust
Texas
$210K – – –
IFB
837
iAB Financial Bank
Indiana
$210K – – –
WI
838
Wedgewood Investors
Pennsylvania
$210K – – –
KCPG
839
Kavar Capital Partners Group
Kansas
$209K – – –
RC
840
RegentAtlantic Capital
New Jersey
$206K -$203K -4,583 Closed
FI
841
FormulaFolio Investments
Michigan
$206K +$206K +4,908 New
HW
842
Hedeker Wealth
Illinois
$206K +$206K +4,932 New
PFM
843
Parsec Financial Management
North Carolina
$204K – – –
WP
844
WealthPLAN Partners
Nebraska
$203K -$295K -7,037 -59%
UBWV
845
United Bank (West Virginia)
West Virginia
$203K -$50.4K -1,200 -20%
BB
846
Busey Bank
Illinois
$203K – – –
BSW
847
Buckingham Strategic Wealth
Missouri
$202K +$202K +4,821 New
LIM
848
Lathrop Investment Management
Arkansas
$201K – – –
NEPPG
849
New England Professional Planning Group
Rhode Island
$200K +$9.88K +234 +5%
HIM
850
Hillsdale Investment Management
Ontario, Canada
$197K +$54.5K +1,300 +38%
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