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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
1
Hotchkis & Wiley Capital Management
California
$211M
2
Franklin Resources
2
Franklin Resources
California
$1.45B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$210M
4
H
4
Hexavest
Quebec, Canada
$134M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$70.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$230M
2
State Street
2
State Street
Massachusetts
$1.76B
3
Prudential Financial
3
Prudential Financial
New Jersey
$49.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPBT
851
High Point Bank & Trust
North Carolina
$196K – – –
FANJ
852
Financial Architects (New Jersey)
New Jersey
$195K -$10.8K -259 -5%
AIM
853
Acropolis Investment Management
Missouri
$191K -$285K -6,807 -60%
WTB
854
Washington Trust Bank
Washington
$184K +$20.9K +500 +13%
KTC
855
Kistler-Tiffany Companies
Pennsylvania
$179K +$133K +3,189 +293%
KWMG
856
King Wealth Management Group
Florida
$176K +$176K +4,200 New
AGM
857
Alpine Global Management
New York
$172K +$172K +4,104 New
MCA
858
Mercer Capital Advisers
New Jersey
$168K – – –
RWA
859
Ropes Wealth Advisors
Massachusetts
$168K – – –
GLI
860
Guardian Life Insurance
New York
$167K – – –
FMP
861
Financial Management Professionals
Texas
$167K – – –
RP
862
Rowlandmiller & Partners
Georgia
$166K +$1.01K +24 +0.6%
DBT
863
Dubuque Bank & Trust
Iowa
$163K +$64.9K +1,550 +66%
WCM
864
Wealthcare Capital Management
Virginia
$159K +$129K +3,065 +424%
OSNBOA
865
Old Second National Bank of Aurora
Illinois
$149K -$23.5K -559 -14%
TWA
866
TCI Wealth Advisors
Arizona
$149K +$112K +2,668 +301%
ACS
867
Archford Capital Strategies
Illinois
$147K -$32.1K -766 -18%
KPCM
868
Kings Point Capital Management
New York
$145K – – –
SCA
869
Strategic Capital Alternatives
United States
$145K +$18K +422 +14%
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K -$5.86K -140 -4%
PFO
871
Pathstone Family Office
New Jersey
$135K – – –
ECM
872
Estabrook Capital Management
New York
$134K – – –
AW
873
Alpha Windward
Massachusetts
$133K -$20.5K -492 -13%
WEC
874
Winslow Evans & Crocker
Massachusetts
$131K -$129K -3,088 -50%
ARMC
875
American Research & Management Company
Massachusetts
$131K +$9.21K +220 +8%
33 34
35
36 37