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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 %
HA
876
Harfst & Associates
Wyoming
$127K +$127K +3,022 New
KLWA
877
Kelly Lawrence W & Associates
California
$126K +$126K +3,000 New
PSI
878
Pinnacle Summer Investments
Virginia
$124K -$49.6K -1,191 -29%
TWMP
879
Taylor Wealth Management Partners
Massachusetts
$122K -$16.8K -400 -12%
CFA
880
CT Financial Advisors
Pennsylvania
$122K – – –
WAM
881
Wolverine Asset Management
Illinois
$121K – – –
FIG
882
Fusion Investment Group
Pennsylvania
$120K +$120K +2,860 New
MCM
883
Manchester Capital Management
Vermont
$117K – – –
FWM
884
Focused Wealth Management
New York
$114K +$4.19K +100 +4%
JIC
885
Joel Isaacson & Co
New York
$112K -$13.8K -331 -11%
LFR
886
Lehman Financial Resources
Pennsylvania
$112K -$12.5K -300 -10%
SAMC
887
Shinko Asset Management Company
Japan
$112K -$5.59K -133 -5%
BC
888
Bartlett & Co
Ohio
$112K – – –
AIM
889
Advantage Investment Management
Iowa
$108K +$16.7K +400 +18%
PG
890
Patten Group
Tennessee
$108K +$108K +2,566 New
BAM
891
Barrett Asset Management
New York
$105K -$9.43K -225 -8%
EFSCE
892
Enterprise Financial Services Corp (EFSC)
Missouri
$101K – – –
WA
893
Winfield Associates
Ohio
$101K – – –
AF
894
Arrow Financial
New York
$96K -$69.3K -1,650 -42%
CCS
895
Crosspoint Capital Strategies
California
$96K -$16.8K -400 -15%
WT
896
Whittier Trust
California
$93K -$46.2K -1,098 -33%
OFS
897
Orrstown Financial Services
Pennsylvania
$92K -$708K -16,934 -89%
MBT
898
Monroe Bank & Trust
Michigan
$91K +$7.13K +170 +9%
FA
899
FMA Advisory
Pennsylvania
$91K +$91K +2,174 New
PMFA
900
Plante Moran Financial Advisors
Michigan
$89K -$6.03K -144 -6%
34 35
36
37 38