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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 %
BCM
901
Blume Capital Management
California
$84K – – –
ZB
902
Zions Bancorporation
Utah
$84K +$70.9K +1,688 +541%
WTC
903
WhitTier Trust Company
Nevada
$81K – – –
RPG
904
Risk Paradigm Group
Texas
$79.6K +$25.1K +600 +46%
VIA
905
Vantage Investment Advisors
Pennsylvania
$78K -$21K -500 -21%
IMS
906
Index Management Solutions
Pennsylvania
$77K +$40.6K +968 +112%
TFO
907
Tarbox Family Office
California
$71K – – –
NSIM
908
North Star Investment Management
Illinois
$70K – – –
TCM
909
TD Capital Management
Tennessee
$67K -$7.2K -172 -10%
JFA
910
JNBA Financial Advisors
Minnesota
$63K – – –
AWM
911
Avior Wealth Management
Nebraska
$63K – – –
SNT
912
Security National Trust
West Virginia
$62K – – –
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K -$2.11K -50 -3%
PCTC
914
Perkins Coie Trust Company
Washington
$59K – – –
KA
915
Klingman & Associates
New York
$59K – – –
Manulife (Manufacturers Life Insurance)
916
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.8K -$677 -16,163 -1%
GAM
917
Gemmer Asset Management
California
$56K -$111K -2,678 -67%
FNBSF
918
First National Bank Sioux Falls
South Dakota
$56K – – –
EWM
919
Endurance Wealth Management
Rhode Island
$56K +$56K +1,334 New
MA
920
MCF Advisors
Kentucky
$55K +$169 +4 +0.3%
KCM
921
Karp Capital Management
California
$51K – – –
VIA
922
Vident Investment Advisory
Georgia
$51K +$51K +1,211 New
GWS
923
Glassman Wealth Services
Virginia
$50K – – –
MWP
924
MYCIO Wealth Partners
Pennsylvania
$49K +$4.22K +100 +9%
LNB
925
Ledyard National Bank
$48K -$6.98K -165 -13%
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37
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