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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 %
RCG
926
Ruggie Capital Group
Florida
$46K -$25.4K -600 -36%
GWM
927
Gupta Wealth Management
California
$46K +$16.4K +389 +55%
LWM
928
LBA Wealth Management
Florida
$45K – – –
CWM
929
Cranbrook Wealth Management
Michigan
$43K – – –
BRWM
930
B. Riley Wealth Management
Tennessee
$38K -$12.6K -305 -25%
HCMT
931
Highland Capital Management (Tennessee)
Tennessee
$38K +$38K +900 New
JWA
932
JFS Wealth Advisors
Pennsylvania
$37K – – –
PTC
933
Philadelphia Trust Company
Pennsylvania
$35.4K -$678K -28,397 -95%
MIC
934
MU Investments Company
Japan
$34K – – –
FAM
935
Formidable Asset Management
Ohio
$34K – – –
CFN
936
Cordasco Financial Network
Florida
$34K – – –
AWM
937
AllSquare Wealth Management
New York
$34K +$12.8K +300 +60%
AII
938
AGF Investments Inc
Ontario, Canada
$33K +$11.8K +279 +56%
GWA
939
Genesis Wealth Advisors
Massachusetts
$31.2K – – –
MFBTD
940
MB Financial Bank - Trust Department
Illinois
$31K -$1.89K -46 -6%
AA
941
Apriem Advisors
California
$29K – – –
BWFA
942
Baltimore-Washington Financial Advisors
Maryland
$29K – – –
TF
943
Tompkins Financial
New York
$27K -$4.39K -105 -14%
AC
944
Alexandria Capital
Virginia
$26K -$12.6K -301 -33%
FMB
945
Field & Main Bank
Kentucky
$26K – – –
HR
946
Howe & Rusling
New York
$24K +$8.5K +200 +55%
CTB
947
Country Trust Bank
Illinois
$24K +$17.2K +409 +252%
CAL
948
Capital Advisors Ltd
Ohio
$23K +$14.5K +340 +170%
VNA
949
Valley National Advisers
Pennsylvania
$22K – – –
AP
950
Atwood & Palmer
Missouri
$21K – – –
36 37
38
39 40