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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CIM
76
Confluence Investment Management
Missouri
$43.3M 1,034,518 +166,016 +19%
AAM
77
Advisors Asset Management
Colorado
$42.5M 1,014,639 +155,375 +18%
AQR Capital Management
78
AQR Capital Management
Connecticut
$42.5M 1,014,496 -74,188 -7%
SO
79
STRS Ohio
Ohio
$41.5M 991,353 +31,454 +3%
RCM
80
Riverhead Capital Management
Delaware
$40.7M 970,259 +142,555 +17%
First Trust Advisors
81
First Trust Advisors
Illinois
$40.1M 957,422 +17,235 +2%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$38.5M 917,947 -52,775 -5%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$38.3M 914,884 -172,114 -16%
SF
84
Synovus Financial
Georgia
$37.6M 898,772 +13,482 +2%
TA
85
Teachers Advisors
New York
$36.6M 872,388 +28,774 +3%
Axa
86
Axa
France
$35.4M 845,140 +219,397 +35%
WHRC
87
W.H. Reaves & Co
New Jersey
$33.6M 800,750 +300,000 +60%
USAA
88
United Services Automobile Association
Texas
$33.1M 790,150 -32,162 -4%
MAM
89
Magellan Asset Management
Australia
$32.9M 785,938 +101,479 +15%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$31.8M 759,609 -8,961 -1%
Ameriprise
91
Ameriprise
Minnesota
$31.7M 757,918 +14,506 +2%
SAM
92
Shell Asset Management
Netherlands
$31.2M 743,793 -139,589 -16%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.9M 689,197 +13,785 +2%
SM
94
Seminole Management
New York
$28M 667,981 +78,000 +13%
MIS
95
Morningstar Investment Services
Illinois
$26.5M 631,436 +50,489 +9%
M&T Bank
96
M&T Bank
New York
$26M 620,151 -10,010 -2%
SB
97
Suntrust Banks
Georgia
$25.8M 615,148 +5,781 +0.9%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$25.1M 598,435 -36,784 -6%
AAM
99
Aberdeen Asset Management
United Kingdom
$24.8M 592,354 -11,034 -2%
AA
100
ALPS Advisors
Colorado
$24.8M 591,038 +54,266 +10%
2 3
4
5 6